Project Folder

Workflow_btn_Folder

To gain access to the project folder from the project checklist, click the folder icon (above)

 

Purpose

The project folder is dual purpose screen it can be used with or without workflow. It allows you to browse the project folder as though you are connected to the network. An option is provided to browse the project or documents folder. For most users this is the same: The project folder is the root folder for the project, the documents folder will be the same or a sub-folder within the project folder.

You may browse for files and download (take local copy) of a file, you may also attach new files or delete existing ones depending on your access rights. It is however recommended that you remove the edit access right if you have workflow enabled. Instead it advised that you use the more advanced feature of the workflow module to manage the uploading of files so that they are properly indexed within the workflow process.

 

Double-clicking to open a file will offer an option to either open the file or save to a location.

•        Opening the document will download a local copy into your temporary internet files location and open it from there.

Saving the document will save the file in a location of your choice

 

 

 

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