Document

The Document screen centralizes the files attached to a project: specifications, minutes, deliverables, supporting documents… Everything is gathered in one place, accessible to the team. You reach it from the Document menu in the project sidebar.

Managing documents

• Add a file to the project
• View / download existing documents
• Organize the file list
• Delete an obsolete document

Documents are shared with project members according to their rights.

See also

• Definition & members — who has access to the project and therefore to its documents
• Budget management — where you can also attach supporting files to a line

Good habit

Attach supporting files directly to the relevant object when possible (an attachment on a budget line, for example) and reserve the Document screen for the project's deliverables and cross-cutting references.