Adding a Document Using DeskDocs

 

DeskDocs allows you to add documents directly from your computer to your Changepoint PPM documents folders.

Note: For information on how DeskDocs handles document versioning, see Editing a Document Using DeskDocs.

Adding a document using DeskDocs:

  1. Navigate to the DeskDocs folder on your computer and open it. A list of folders displays.
  2. If you are a member of a single workspace, the folders represent the Documents folders in that workspace. Any files listed are documents that were added to the root (default) folder.
  3. If you are a member of more than one workspace, the folders represent the workspaces you are a member of. Open a workspace folder to navigate to the Workspace Documents folder(s).
  1. Open the folder where you want to add the document.
  1. Drag the document from your computer to the DeskDocs folder. This document must be 150 MB or less.
    The document is copied to the location in the workspace.

    Important: You cannot use DeskDocs to add a document if the document name includes an ampersand character (&). This is a limitation of the WebDAV technology. For more information, see Troubleshooting DeskDocs

Note: The folder structure of your workspace is reflected in your DeskDocs folder(s). Add documents to a sub-folder by navigating to the folder in the DeskDocs.

 

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