Adding a Document from the Documents Tab

You can use the global Documents application to add a document to any of the workspaces you are a member of. 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 from the Documents tab:

1. Open the Documents application.
   A list of documents for all your workspaces displays.
   Note: The initial view you see is defined by your administrator. You may be able to customize the view if you have adequate permissions. For more information, see Customizing Application Views.
2. On the Tab toolbar, click Create Document.
   The Create Document window opens.
3. From the Create In list, select the workspace to which you want to add the document.
   The list includes all your workspaces. If you are a member of only one workspace, only one workspace is listed.
   Additional fields display based on the workspace you select.
   Note: TheCreate In list defaults to the workspace you last selected when you uploaded a document.
4. Click Browse and navigate to the document on your local computer.
   The path and document name are added to the Document text box.
5. 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.
6. Type a description of the document in the Description text box.
7. From the Destination Folder list, select a folder in which to store the document.
   If no special folders have been set up, the default folder is Documents.
8. From the Status list, select Draft or a Final to indicate the document version.
9. To submit the document to other team members for approval, select the Submit for Approval check box.
10. In the Permissions & Notifications section, select the team members who will be able to view the document. Also select the team members you want notified about the new document added to the workspace. For more information, see About Notifications and Permissions.
11. To include a custom notification message, select Type Custom Notification Message and type the message in the Notification Message text box.
12. 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.
13. Your next step depends on whether or not you are submitting the document for approval:
14. If you are not submitting the document for approval, click Save & Close to add the document to the workspace, Save & Add Another to add the document and leave the window open to add another one, or Cancel to discard your edits without adding the document to PPM.
     
15. If you are submitting the document for approval (if you selected Submit for Approval), click Continue.
    The Submit for Approval screen displays. For details on selecting approvers, see Submitting a Document or Item for Approval.

Related Topics:

• Adding a Document from within a Workspace—How to add a document from the workspace-level Documents application.
• Documents Overview—A general overview of the Documents application.

• Managing Documents—Basic information about managing documents.
• Submitting a Document or Item for Approval—How to submit a document or item for ad hoc approval.

Copyright © 2018 Daptiv Solutions, LLC. All Rights Reserved