In EnterpriseTrack, Project specific documents can be uploaded to the documents section located within a particular project. This is in addition to any completed tools or documents that were attached to a specific task or deliverable.
- To add a new 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.
- Click the Create button.
- Enter a name for the document.
- Enter a description of the document.
- Select the type of document you are creating. The categories of document types would have been created during system configuration.
- Enter the complete path to the document location, or use the Browse button to locate it on your machine or the network. You can also enter a fully qualified URL if the document is hosted external to the system.
- If you do not want users to modify the document, and if you have the appropriate permissions, you can choose to lock the document.
- To make this document a Best Practice document and add it to the Global Knowledge Base, select the Should this be published as a best practice? option. You will need the appropriate permissions to add documents to the Knowledge Base.
- To make this document confidential select the Is this document confidential option. You can select the users who are allowed to view this document.
- Click Add Document to upload your document.
- The document will be listed on the Documents page. Click the File Name / URL link to download or view the document.