Adding a Workspace Document

The workspace-level Documents application displays documents specific to the current workspace. With appropriate permissions (Create, Edit and Delete Own Documents - given to team members by default), you can add a document to your workspace from the Documents application.

You can only upload files with file types allowed by your enterprise's whitelist or blacklist. The default whitelist of approved file types is is CSV, DOC, DOCX, DOT, DOTX, GIF, HTM, HTML, JPE, JPEG, JPG, MPP, MPX, MSG, PDF, PNG, PPT, PPTX, TIF, TXT, XLS, XLSX, TIFF, XML, and ZIP. The default blacklist of disallowed file types is BAT, BIN, COM, DLL, EXE, JAR, VBS, and WAR. Your enterprise may have a custom whitelist/blacklist. For more information about your enterprise's whitelist/blacklist, please contact your Changepoint PPM administrator.

To add a document to A Workspace:

1. Navigate to the workspace to which you want to add a document.
   
2. On the Workspace Menu, click Documents then Add Document.
   Note: You can also click the Add icon in the Document List or Folder View toolbars.
   
   The Create New Document window opens.
3. Click Browse and navigate to the document on your local computer. You can upload documents up to 150 MB in size.
   The path and document name are added to the Document box.
4. If you are uploading a compressed ZIP file containing multiple documents and want the separate documents to appear in PPM, select Unzip all uploaded ZIP archives into individual files.
5. Type a Description of the document.
6. Select a Destination Folder in which to store the document.
   If no folders have been set up, the default folder is Documents.
7. Select a document Status. Options include Draft and Final.
8. To submit the document to other team members for approval, select Submit for Approval.
9. In the Permissions & Notifications section, select the team members who will be able to view the document, as well as who you want to notify about the document (if anyone). For more information about the Notifications & Permissions section, see About Notifications and Permissions.
   
10. To include a custom notification message, select Type Custom Notification Message and type the message in the Notification Message box.
11. If workflow notifications have been set up by the project manager or administrator, the Document Workflow and Notifications section is visible. To receive a notification when the document is changed, select Notify Me. For more information about workflow, see Workflow Administration.
12. Depending on whether or not you are submitting the document for approval, do one of the following:
13. If you are not submitting the document for approval, click Save to save the document in your workspace.
    
14. If you are submitting the document for approval, click Continue.
    The Submit for Approval screen displays. Follow the procedure for Submitting a Document or Item for Approval.
    

Related Topics:

• Adding a Document from the Documents Tab—How to add a document to a workspace in the Documents application.
• Approvals Overview—A general overview of how Approvals work in PPM.
• Workspace Documents Overview—About the workspace-level Documents application.

• Submitting a Document or Item for Approval—How to submit a workspace document or dynamic application item for ad hoc approval.

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