Documents

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Documents

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If you create documents linked to your project, of if you have images that belong to the project, you can set links in the document management. If the documents are small in file size, there's no problem to save them in the database, but if you have images with large MB or GB sizes, you should remember, that your database will get jammed. It's better to use links to the images instead. The "datasafe" is your database.

In order to have a user open the documents, the security level of the document must match or be lower than the security level you entered in the user settings for the specific user.

kunden_dokumente

 

If you right-click on a document you have multiple, self explaining options available. You can add and import new documents here as you can do in the document management.

kunden_dokumente_rechtsklick

If you right click on a document directory you see following menu. You can change the names of the folder or add documents to the folder.

kunden_dokument_ordner_rechtsklick