Documents

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Twproject offers you a smart way to manage and archive projects documents.

Your documents will be always at on-click distance from your projects (and resources, and issues too).

Document management is by itself wide enough to have dozens of specific applications (called DMS). Twproject does not want to compete with specific tools, and we intentionally kept document management to the essentials, with some powerful and simple techniques that  satisfy most  of company’s needs.

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Twproject give you two ways to access  your documents: uploading them on a dedicated repository or, if you already have a document repository, just linking them; then you will access your documents directly from Twproject (even mobile).

Add or link documents and folder

Drag and drop is the simplest way to upload documents into the repository, but you may want to link a remote file/folder to your project (or resource).

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Twproject allows document creation, any type of document, from a single flexible editor.

Click on “add document” on project or resource pages:

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You can choose the type of document you want to add

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Then you have to define the document’s content type. There are four different types of content:

1) Upload: the default, will allow to choose a file from your local disk and upload it into Twproject repository. The document content will be full-text indexed.
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2) Content: is a sort of note. You can write your data using a simplified text editor:
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3) File storage:  is a way to link a folder or file in a remote file storage. Choose one of already defined storages by clicking on  :

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by clicking on a storage a popup will appear:

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Use the checkboxes to choose your file or folder or navigate the storage by clicking on folder.

The link will look like:

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It’s a relative path to the files; the fact that it is relative is the way to give only partial visibility to the file system, ensuring that permissions are preserved.

Once a link is created you can access it from task (or resource) editor:

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or directly from the task (or resource) page:

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The by clicking on the link you will open the remote file folder:

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Document Search

Uploaded documents will be full-text indexed, so that you can find projects or resources even using sentences found on uploaded documents.

Using the search filed on the menu bar you will search on the documents content too:screen1042

this is the most practical way to find something in Twproject.
If you need to search on document data only you can use the document list page:

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More about documents: