Document Management Video Overview


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Adding Attachments to Task

You can attach any kind of files to a task. To do so, do the following:
              1. Select your task
              2. Move to the "Attachments" tab.
              3. Drag the desired file to anywhere in the tab's body.
              4. A dialog will appear - give a name and description to the attached file and press OK to confirm or
                  Cancel to abort.

When a file is attached to a task, a few things happen:
              1. The file is compressed and copied to the shared folder defined in the "system settings" form.
              2. The file is stamped with an initial version "1.0"
              3. The file is checked in to the files repository.

From now on, only the checked-in file is related to the task. Any updates made to the original file will not affect the attached file.

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Review Attached File

To open an attached file, select it from the list and click the "View" button.
Any modifications you make to the viewed file will not affect the file in the repository unless you check it out first.

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Checking Out a File

When you want to modify an attached file, you need to check it out first.
To do so, select it and click the "Check out" button. Checking out a file is allowed only if no one else checked it out before you.
If you allowed checking out a file, a pop up dialog will show, enabling you to put comments regarding your check out.
It is recommended to put meaningful comments but it’s optional.
Note: After you check out a file, every time you press the "View" button, the checked out version of the file will open for editing and not the last version in the server.

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Checking In a File

After you finished making modifications to a checked-out file, you will need to check it in to save its current state and allow other users to see your changes and maybe check out the file and insert their changes.
To check-in a file simply select the file from the list and click the "Check in" button.
A pop up dialog will show, enabling you to put comments regarding your check in. It is recommended to put meaningful comments but it's optional.

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