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Document (Portfolio)

The Document screen centralizes every file attached to the portfolio's projects. A cross-cutting mini-DMS, useful to find a document without knowing exactly which project it belongs to.

Reached through the Document menu of a project portfolio.

Table columns​

  • File name
  • Source project
  • Category — Scope memo, minutes, deliverable, contract…
  • Date added and author
  • Size
  • Version — When multiple versions have been deposited
  • Tags
  • Full-text search — When content indexing is enabled, search applies to PDF, Word and Excel content
  • Filter by category
  • Filter by author or project

Actions​

  • Preview — For supported types (PDF, images, Office online)
  • Individual download or bulk download (.zip)
  • Drill-down — Open the source project of the document

See also​

Naming convention

Adopt a naming convention (PROJECT_TYPE_YYYYMMDD_NAME) to ease cross-cutting search.