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- Overview
- Associating a document with the project
- Associating a document in the project creation wizard
- Associating a document from the dashboard
- Viewing the documents associated with the project
- Viewing a document from the dashboard
- Viewing a document from the "Project explorer" pane
Associating documents with the project
To describe a project in detail, you can associate documents with it. These documents can correspond to text files, images, scanned documents, ... Associating a document with the project You have the ability to associate a document with a project: Associating a document in the project creation wizard To associate a document in the project creation wizard: - Go to "Description - Attached documents".
- To add an existing document, click the "Add an existing document" button and select the file to add. This file can be copied (or not) into the "Documents" subdirectory of the current project.
- To add a scanned document:
- position the document to scan in a scanner accessible from the current computer.
- click "Scan a document...".
- if several scanners are accessible from the current computer, select the scanner that will be used.
- specify the name of the scanned document. By default, this document is saved in the "Documents" subdirectory of the current directory.
- The documents associated with the project are listed.
- To delete a document from this list, select the document to delete and click "Remove from the list".
Remark: In this step of the wizard, you can create a skeleton of the folder for project specifications ("Generate outline for specifications"). A "<Project name>.RTF" file is automatically created in the "Documents" subdirectory of the current project. This file contains the skeleton of the project specifications (objective, overview, task summary, ...) and it can be modified in the next step. Associating a document from the dashboard To associate a document from the dashboard: - Display the dashboard: on the "Project" tab, in the "Project" group, click
 . - Display the "Documents" widget if necessary:
- Right-click outside the widgets to open the context menu of the dashboard.
- Select the "Edit mode" option.
- Re-open the context menu of the dashboard.
- Select "Add .. Documents".
- Re-open the context menu of the dashboard and select the "Edit mode" option.
- Click the "+" button in the "Documents" widget.
- To add an existing document, select "Select an existing document" then select the file to add. This file can be copied (or not) into the "Documents" subdirectory of the current project.
- To add a scanned document:
- Position the document to scan in a scanner accessible from the current computer.
- Select "Scan a document".
- If several scanners are accessible from the current computer, select the scanner that will be used.
- Specify the name of the scanned document. By default, this document is saved in the "Documents" subdirectory of the current directory.
To delete a document from the dashboard: - Select the document to delete in the "Documents" widget.
- Open the context menu of the document and select "Remove from project" or "Delete from disk".
Viewing the documents associated with the project You have the ability to view the documents associated with the project: Viewing a document from the dashboard To view a document from the dashboard: - Display the dashboard: on the "Project" tab, in the "Project" group, click .
- In the "Documents" widget, open the context menu of the document to view and select "Open" (or click the file to view directly).
Viewing a document from the "Project explorer" pane To view a document from the "Project explorer" pane: - Display the "Project explorer" pane: on the "Home" tab, in the "Environment" group, expand "Panes", select "Panes", and then select "Project explorer".
- Click the "Documents" element. The list of documents associated with the project is displayed.
- Select the document to view and select "Open" in the context menu (or double-click the file to view directly).
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