The right way to Upload Records Relating to a Task in HammerTech

The Documents module in HammerTech allows users to upload paperwork relating to a task. These files are visible to all members of any team with appropriate permissions. They will also be distributed to clients.

Posting records is an easy way to add project-related information. This could include qualifications on a task, economic production agreements, or even equipment documents. However , it is important to learn how to choose the best format to your files. We recommend that you investigate the different choices before beginning.

You can upload a single file or multiple files. Also you can use a file-tag to indicate where a document is being posted. For example , you are able to create a point for “Sales Proposal” or “Equipment Documentation”.

Documents may be stored in impair storage area. A cloud storage company can allow you to access the documents from everywhere. To publish documents, click the Upload key in the best right spot of the display.

Once you have a document, you may edit the details. In addition there are options to allow versioning and set privileges pertaining to specific users.

When you upload a report, you happen to be automatically designated a version amount. You can also delete older versions. If you want to see just how versions include changed, you can examine out the record.

Alternatively, you can go to the administration webpage and produce document groups. Document classes allow you to plan your documents. Adding a category can be useful when you want to locate an appropriate document.

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