Updating and Deleting a Project Document

In EnterpriseTrack, project specific documents are uploaded to the documents section located within a particular project. Multiple versions of a document are maintained to enable users to refer back to prior versions as needed.

1. To update a project specific document, navigate to the Documents page by clicking the Documents link on the Left Navigation Bar within a particular project, or from the Top Navigation Bar select (Project #) Go To > Documents.
2. Locate the document you wish to update and click on its name.
3. Make the required changes. To view a history of the revisions made to the document click the View Revision History link. From this page, you may download prior versions of the document by clicking on the link under File Name/URL.
4. You can also choose to make a document have read-only properties from the Update or Delete Document page. Once a document is marked read-only, only the administrator will be able to update and delete this document.
5. Click the Update Document button to save your changes.

   Note: If a document is locked, you may not be able to update it. The lock icon is displayed next to all the locked documents on the Project Documents page. If you have the required permissions, you can unlock it from the Update or Delete Document page.

Deleting Documents

1. To delete a document, click on the name of the document.
2. Click the Delete Document button to delete the document. You may be required to confirm the deletion.

   Note: Once a document is deleted, its revision history is also deleted.

Related Topics

Working with Project Documents

Adding a New Document