Project files open for every project member

What moves

Documents linked to a project are viewable by the project's members, and the access follows people joining or leaving the project.

Before you start

• Documents and Project Management in your plan
• A storage location connected in Documents
• Permission to link documents to the project
• Project Management and Document Management in your plan
• Permission to link documents

Step by step

1. Project managerProject Management

   Uploads a file on the project's Documents panel, or links one from the library.

   You see:The file is stored in Documents and listed on the project.

2. SystemDocument Management

   Gives each current project member their own view-only grant on the file.

   You see:Members can open it without any company-wide documents permission; they cannot download it.

3. Project managerProject Management

   Narrows one file to a few members.

   You see:Only those people keep access to that file.

4. Project memberDocument Management

   Opens the file from the project.

   You see:It opens in the Documents viewer.

5. Project managerProject Management

   Unlinks the file.

   You see:The project no longer lists it and the grants are removed. The file itself stays in Documents.

Related

• Document Management
• Project Management
• Recordings and meeting files live in your company storage
• Rental handover photos and signatures are documents
• Scanned bills and receipts become drafts
• A scanned invoice is checked before it becomes a bill
• A supplier edits a draft through an edit link
• Connections between modules