Methods to Upload Records Relating to a Project in HammerTech

The Docs module in HammerTech permits users to upload paperwork relating to a task. These docs are visible to all members of an team with appropriate https://finevdr.com/upload-documents-relating-to-a-project-easily-thanks-to-data-rooms/ permissions. They will also be distributed to clients.

Posting documents is a good way to add project-related information. This could include background on a task, economic advancement agreements, or maybe equipment records. However , it is important to recognize how to choose the best format to your files. We recommend that you research the different choices before beginning.

You may upload just one doc or multiple files. You can even use a file-tag to indicate where a document has been posted. For example , you are able to create a tag for “Sales Proposal” or “Equipment Documentation”.

Documents could be stored in cloud storage. A cloud storage provider can allow you to access the files from anywhere. To publish documents, click the Upload press button in the top right corner of the display screen.

Once you have a document, you may edit their details. You will also find options to allow versioning and place privileges for specific users.

When you upload a record, you happen to be automatically assigned a version quantity. You can also erase older versions. If you want to see just how versions contain changed, you can check out the history.

Alternatively, you can go to the administration site and produce document different types. Document classes allow you to organize your documents. Adding a category can be useful when you really need to locate an appropriate document.