Document Manager

Document Manager

Use the Docs tab in a Project to view or edit existing documents, or to submit a new document for approval and publishing.  The document manager supports versioned document management and has an approval queue so Doc Editors can approve new versions of documents before they are published.

Full functionality is provided to let you organize documents into a tree-like hierarchy.

Navigation Location of the Document.

File name Name of the file. Click to view the file.

Size Size of the file.

Author User that uploaded the file.

Locked Displays if the document is safeguarded against uploads.

View Details Historical details about a document associated with a Project.

Version Version of the document.

Downloads Number of times the file has been downloaded.

Add New File Click to add a new document to the Project.

Viewing Existing Documents

To view documents associated with a Project:

  1. Click the Docs tab.
  2. Click the Navigation folder in which the document resides.
  3. Click the File name you desire to view.
  4. Note: If the document you desire to view is not visible, you may not have the required security.

Viewing Historical Document Details

To view historical details about a document associated with a Project:

  1. Click the Docs tab.
  2. Click the Navigation folder in which the document resides.
  3. Click the View Details link next to the document.

Versions Tab

Download Name of the file. Click to view the file.

Version # Version of the document.

Changes Describes what change was made.

Date Date change occurred.

Author User that uploaded the file.

Associations Tab

Associations allow you to associate file releases, documents, Tracker Items, and wiki pages.

Associated Item Item to which this Document is associated, such as file releases, document, other Tracker Items, and wiki pages.

Comment Information added to this Document concerning the association.

Delete Select before clicking Save changes to delete a file.

Add Association Click to associate the Document with another event.

Adding an Association

To include an Association in a Tracker Item:

  1. Select the Doc tab.
  2. Navigate to the Document.
  3. Select the Document Name.
  4. Select the View Details link in which you desire to add the Association.
  5. Click the Associations tab.
  6. Click the Add Association button.
  7. Select the Plugin with which to associate.
  8. Enter the Item ID with which to associate.

  9. Enter a Comment describing the association.

      1. Click the Add button.


Adding a New Document

To add a new document:

  1. Click the Docs tab.
  2. Select the folder in the Navigation column where you desire to store the document.
  3. Click the Add New File button.
  4. Click the Browse button.
  5. Navigate to the file you are submitting and click Open.
  6. Enter a Description of the file.
  7. Click the Upload button.

    After your document has been uploaded, the Project Administrator must approve it before it becomes public. Once the file is approved, it appears in the list on the Docs tab window.

Submitting a New Version of a Document

To submit a new document version:

  1. Click the Docs tab.
  2. Click the Navigation folder in which the document resides.
  3. Click the View Details link next to the document.
  4. Click the Add New Version link.
  5. Click the Browse button.
  6. Navigate to the file you are submitting and click Open.
  7. Enter a Description of the file.
  8. Click the Upload button.

If you do not have a "Doc Editor" role, after your document has been uploaded, the Project Administrator must approve it before it becomes public. Once the file is approved, it appears in the list on the Docs tab window.

Monitoring a Document

To receive e-mails when a Document is changed:

  1. Click the Docs tab in your project.
  2. Navigate to the Document Name you desire to monitor.
  3. Click Monitor documents. The link changes to Stop Monitoring and you receive an e-mail whenever the documents change.

Stopping a Document Monitor

To end receiving e-mails when a Document has changed:

  1. Click the Docs tab in your Project.
  2. Navigate to the Document Name you desire to end monitoring.
  3. Click Stop Monitoring. You no longer receive an e-mail when the documents change. The link changes to Monitor documents.