Documents

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Documents

Documents can be attached to each task.

Link document to task

1.Select Organizer > Show/Hide Organizer.

2.Select a task in the south panel. The east panel opens.

3.In the east panel, select the Documents tab.

4.Press the Add link to external document icon . The Linked documents dialog opens.

5.Select a document from a location on the network, the system can display most types of documents and images. This of course assumes that for e.g. a word document, that word is installed on the computer you work on.

If a task has linked documents, this is indicated by an asterisk (*) in the tab.

Place symbol objects for documents in the map

The document symbol objects are hidden in the map by default and only appear for a specific task when you have logged into the changeset for the task.

1.Add DB documents (Data Base):

oAlternative 1:

a.Select a row under Linked documents ant press the Create a new DB document from linked document icon .

oAlternative 2:

a.In the DB documents section, press the Add new DB document .

b.Select a document from a location on the network.

2.Select a row under DB documents, right-click and select Add document symbol.

3.Place the symbol object in the map.

Right-click on the symbol object in the map and select Show/change attributes. In the Document symbol tab, you can Preview the document. The Related data tab shows a tree structure over the related data of the symbol object.