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project management software KnowledgeBase

Files (Tab)

Click on the "Files" tab to view the files that are attached to the project you are viewing. Files will display in columns that allow you to do the following:

  • Edit Icon:  Click to view or edit the file name, type, size, uploaded by, version, category, or project associated with the file.
  • CO "Check Out":  Click the icon to check out a file. Once a file is checked out, any other user attempting to open the document will be notified it is checked out. This procedure helps you to maintain control of file versions.
  • Checkout Reason:  If noted, the reason will display.
  • File Name:  Name of the attached file.
  • Description:  If an extended description of the attached file has been given that will display here.
  • Version:  Diplays the latest version of the attached file.
  • Task Name:  The task that the attached file is associated with.
  • Owner:  The user that origianally uploaded the attached file.
  • Size:  The size of the attached file.
  • Type:  The attached files extension. Extensions are typically the last 3 characters of the actual file name. (e.g. doc, pdf) 
  • Date:  The last date the file was uploaded or edited.



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