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.

Add Document

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

Edit Documents

You can choose to edit the document that you have created.

To edit document

Click on the Action (3 vertical dots) for the record which you would like to edit and click the Edit button

Make the necessary changes and click on Save

Delete Document

Document once added can be deleted if no longer necessary

To delete Document

Click on the Action (3 vertical dots) for the record which you would like to delete and click the Delete button

Give your confirmation in the popup and the record will be deleted

View Document Details

You can choose to view the document that you have created.

To view Document

Click on the Action (3 vertical dots) for the record which you would like to view and click the view button

You can see all details of documents