Document management

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Manage your documents witht the Xpert-Timer!

Look at your timebar to see if you have documents attached to your project. If you run your mouse over the area on the timebar, you will see a list of your documents.


If you right-click on the timebar you get the option to attach documents to the running project. You can also attach a document by dragging & dropping it onto the timebar or onto the appropriate project in the project manager.



If you decide to add a new document, you get following dialog:

Now choose your client and the appropriate project to attach the document to. You have four options to save the document.

As a link: You can save a link to the document. Please note, that the documents needs to be located on a server if you work in a team. Otherwise the team members won't have access to the document.

Into the datasafe: You can save your documents in the database. Please pay attention when saving them directly into the database and avoid huge files. (e.g. pictures). This will cause the database to slow down. Also please avoid using the datasafe if you work with an ACCESS-database, as the possibility of dataloss grows with the size of the database.

Into the datasafe (not editable): Save the locked document into the database.

As a template: Any document can be saved as a template.

Editable documents like .doc or .xls can be edited and saved into the database at any time. Documents with .pdf format or other will be saved into the database (not editable).

 

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