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.
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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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