Create a new document – upload a document for the first time
ATTENTION: Each document is only added once and is then updated.
Documents may not be added multiple times, which means the most recent version remains clear!
Reworked versions can be accessed in the documents detailed view (click on the document, then under "Version history").
Documents tab
- Click Create new document
- Select a file from the file system or clipboard
- The file name is added automatically to the document number field
- Edit document number: Remove the version and enter this into the “Version” field (the number remains unchanged in case of updates)
- Enter the description into the “Document content” field (searching utilises terms)
- Limit optional access ONLY ACCESSIBLE BY
- Select document folder
- Select optional tags or create tag (enter into “New tag” field and click +)
- Write optional comment
- Request optional approval
- Click Save + add another one
NOTE: All file formats may be uploaded, including Zip packages (e.g. photos). Planfred does not specify document encoding. Each participant can add documents with their own encoding system.
TIP: Number/content, access authorisation, author etc. can be changed later: Right-click on the document in the list view, select the desired option in the pop-up window, make the change and
save
TIP: If, for example, the tags of several documents are to be changed: Click on
Edit (blue button on the right above the list), select documents using the checkbox, click on the
Edit button at the very bottom, activate the document property
Tags, select the tags and click on Update x documents