11.2.4 – Documents
Documents can be any files required to manage a project, including ProcessModel model packages, spreadsheets, word processing documents, graphic files, slide presentations, etc.
1. While viewing the desired folder location, click the Add Document icon
2. Click the Browse button to select a file from the local drive (or network drive). Enter the document information. Then click the Add document button when ready to upload the document.
3. Adding reviewers or approvers to a document will require those users or groups to approve or reject the document. Until either the final approval has occurred, no user will be able to see the added document in the folder view except:
* the owner.
* an administrator.
* a user with All access.
* the current person in sequence needing to review or approve the document.