Exploring documents in the web application

In this lesson, we’ll explore the Documents section of a project to see the document categories that have been created and provide an overview of the user interface. 

This will help you become familiar with the primary area within a project where documents are viewed and managed.

Before you start:

You must be invited to Upchain and have at least a Participant license to perform the tasks demonstrated in this lesson. You will also need to be added to a project team to be able to manage documentation within that project.

Exploring project documents

In this video, we will:

• Explore the Documents section of a project to understand its layout
• Locate a document’s action menu and open a document’s detail view
• Explain how a document library can be managed within a project or a project template

Key takeaways

1. The Documents section of a project shows all document categories as configured by your Tenant Administrator.
2. Clicking on a document opens a details pane with information about the document.
3. Documents intended for reuse can be stored in a project template to be cloned to new projects, or stored within a project dedicated as the document library.

Uploading and exploring a project document

In this video, we will:

• Upload a document to a project
• View its details pane in more depth
• Explain how a document’s number is changed when cloned to another project

Key takeaways

1. Uploading a document to a specific category assigns a number to the document based on the document numbering rule configured for that category.
2. Documents do not retain their number when cloned from one project to another.