Add Documents
"Adding a document within a plan" refers to the action of including a document, often in digital format, into a specific plan or project management context.
Last updated
"Adding a document within a plan" refers to the action of including a document, often in digital format, into a specific plan or project management context.
Last updated
Adding document within plan
Go to more and click on Documents
Click on +Document
Upload document and add description then click on save
User can view added document at the top
You can choose to edit the document that you have created.
To edit document
Make the necessary changes and click on Save
Document once added can be deleted if no longer necessary
To delete Document
Give your confirmation in the popup and the record will be deleted
You can choose to view the document that you have created.
To view Document
You can see all details of documents
Click on the Action (3 vertical dots) for the record which you would like to edit and click the Edit button
Click on the Action (3 vertical dots) for the record which you would like to delete and click the Delete button
Click on the Action (3 vertical dots) for the record which you would like to view and click the view button
