Introduction
This guide explains how to manage documents within a project using the built-in Documents module in Easy8. It covers enabling the module, setting up folders, uploading files, and using document management tools.
Target Audience
- User
Prerequisites
- Your role must have the required permissions to use the Documents module
- The module must be activated for the specific project
How to Manage Documents in a Project
Step 1: Check Permissions
- Check with your Administrator
- If you are Administrator go to Global menu >> Administration >> Roles and permissions
- Ensure your role includes access to the Documents module
Step 2: Activate the Documents Module
- Open the project and go to Project controls >> Modules
- Check the box for Documents and save
- The Documents tab will appear in the project’s top menu
Step 3: Create a Folder
- Click on the Documents tab
- Click Create folder
- Enter a name, description, and select a category (categories can be managed under Administration >> Categories)
Step 4: Upload and Manage Files
- Click the three dots next to the folder name to access file options
- Upload files, download all as ZIP, or edit/delete the folder
Step 5: Use Attached Files Section
- Besides folders, the Attached files section shows all file attachments in the project
- This includes attachments from tasks, which can only be managed from their respective task view
Step 6: Use File Tools
For each file added to a folder, you’ll find a set of five tool icons. These allow you to:
- Edit online via WebDAV
- Create a short URL for external sharing
- Upload a new version while keeping version history
- View version history with options to revert or delete
- Delete the file permanently
Conclusion
With the Documents module, Easy8 allows organized and flexible file management at the project level. By setting up folders and using file tools, you can keep project documents structured and easy to access.
