Working with Documents

Documents provide a great way to make information accessible to the team in the long term. They can be used like conventional text documents.

Creating a new Document

Option 1 - Documents-Module

Within the document module, a new Document can be created by using the button "Add Document". Alternatively, you can create a new document by entering the desired title into the search bar and pressing Enter key. The entered text will be used as title of the new Document.

Option 2 - Communication-Module

Within the communication module, a new Document can be created via the arrow-button within the text input field for messages.

Working with a Document

Features of a new Document

A new Document has a title and a description, which are both not required fields. The "Comment"-Icon can be used to display the comment area, which can also be used to comment on new Documents before it has been created. In addition, Documents have a status that can be changed at any time. The following statuses are available: On Hold (Red), In Progress (Blue), Needs Review (Yellow) and Final (Green).

Editing a Document

To be able to edit a Document, you must first activate the editing mode by clicking on "Edit this Document". All fields can then be edited freely. Once all changes are completed, you can save them by clicking the "Save new Version" button. This will save a new version of the Document. Older versions can be displayed in the comment area by using the "Show Details" button.