Documents — Documentation — Workspace
Upload, version, and organize project documents with access control
Overview
The Documents app is the central repository for all project files. Documents
are organized by deliverable and date, support version control
(replacing older files with newer revisions), and offer fine-grained
access control to restrict who can view sensitive files.
Each document receives a unique tracking ID and can be tagged with color-coded
labels for easy categorization.
Documents page showing grouped view by deliverable with thumbnails
Documents page showing grouped view by deliverable with thumbnails
Uploading Documents
Click Add on the Documents page to start the upload process:
Step 1 — Add Document:
Select the Project and Deliverable.
Enter a Filename (display name).
Upload the File.
Optionally upload a Thumbnail (wall picture) for visual preview.
Optionally select "Replaces" to indicate this is a new version of an existing document.
Step 2 — Restrict Access:
Select specific team members who should have access to this document.
Leave blank to allow all project members to view it.
On submission, the file is uploaded to cloud storage, a unique document ID
is g…