Document management (Plugin)

The documents plugin is included in the community, enterprise and cloud edition.This plugin allows uploading documents directly to the project under project menu item Documents and categorizing documents.

Add a new document to the project

To upload a document select Documents from the project menu and click New Document. You can select the document category from the ones that you have created under project administration settings. See in the Admin Guide how to create a new document category.Name the document and add a short description using Wiki Syntax. After you have uploaded the file, don’t forget to click Save.Document management: Create a new documentThe uploaded documents are visible to all project members who have the necessary permission.

Edit or delete a project document

You can edit or delete documents anytime. To do that, navigate to the Documents overview and select the document you want to edit. By selecting Edit or Delete respectively you can either adjust the document file and related information or remove the file permanently. You can add the file again at a later point.Document management: Edit or delete a document