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How to Upload Documents Relating to a Project in HammerTech

The Records module in HammerTech enables users to upload paperwork relating to a job. These paperwork are noticeable to all members of the team with appropriate permissions. They will also be distributed to clients.

Uploading docs is a great way to add project-related information. This may include qualifications on a job, economic production agreements, or maybe equipment documents. However , it is important to learn how to choose the very best format to your files. It is recommended that you exploration the different options before beginning.

You are able to upload a single report or multiple files. You can even use a file-tag to indicate where a document has been posted. For example , you are able to create a point for « Sales Proposal » or « Equipment Documentation ».

Documents may be stored in impair storage. A cloud storage installer can allow you to get the files from everywhere. To publish documents, click on the Upload key in the best right place of the display screen.

Once you have a document, you can edit the details. There are options to enable versioning and place privileges for specific users.

When you upload a report, you are automatically designated a version quantity. You can also erase older versions. If you would like to see just how versions possess changed, you can even examine out the history.

Alternatively, https://finevdr.com/upload-documents-relating-to-a-project-easily-thanks-to-data-rooms/ you can go to the administration site and produce document categories. Document classes allow you to coordinate your documents. Adding a category can be useful when you require to quickly find an appropriate document.