What is Document Management Add-on?

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Document Management add-on acts as a central repository for all your projects. When you create a project, a parent folder with the Project Name is automatically created in the Document Mgmt. addon.

Under this Project parent folder, 3 new folders are also created by default.

All Tasks – This folder lists all tasks that have a file attached. Each task with a file has its own folder and all files of a particular task can be seen in the respective Task folder.

Master – This acts as your C:\ of your project. You can create unlimited folders, upload files to each of these folders and define user permissions at the file as well as folder level.

Archive – All archived documents and files of the relevant project can be found in the archive folder of that project. It is the recycle bin of your project.

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