Methods to Upload Paperwork Relating to a Task in HammerTech

The Paperwork module in HammerTech permits users to upload records relating to a task. These records are obvious to all members of an team with appropriate permissions. They can also be distributed to clients.

Uploading files is an easy way to add project-related information. This could include backdrop on a job, economic production agreements, or equipment documentation. However , it is important to learn how to choose the best format to your files. We recommend that you investigate the different alternatives before beginning.

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

Documents can be stored in impair storage space. A cloud storage specialist can allow you to gain access to the data files from anywhere. To upload documents, click on the Upload switch in the leading right nook of the display screen.

Once you have a document, you can edit its details. Additionally there are options to allow versioning and place privileges meant for specific users.

When you publish a record, you are automatically given a version quantity. You can also delete older versions. If you wish to see how versions have got changed, you can check out the record.

Alternatively, you can go to the administration web page and build document classes. Document types allow you to organize your documents. Adding a category can be useful when you have to locate an appropriate document.

Leave a Comment