Ways to Upload Records Relating to a Job in HammerTech

The Docs module in HammerTech enables users to upload records relating to a project. These documents are obvious to all members of a team with appropriate permissions. They will also be shared with clients.

Posting files is a great way to add project-related information. This could include backdrop on a job, economic development agreements, or maybe equipment proof. However , it is important to grasp how to choose the best format for your files. It is recommended that you study the different options before beginning.

You can upload an individual doc or multiple files. Also you can use a file-tag to indicate where a document will be posted. For example , you may create a label for «Sales Proposal» or «Equipment Documentation».

Documents can be stored in cloud storage. A cloud storage professional can allow you to access the data files from everywhere. To publish documents, click on the Upload button in the best right place of the display screen.

Once you have a document, you may edit the details. You can also find options to enable versioning and place privileges for the purpose of specific users.

When you publish a file, you are automatically designated a version quantity. You can also delete older versions. If you need to see how versions possess changed, you can examine out the background.

Alternatively, https://finevdr.com/upload-documents-relating-to-a-project-easily-thanks-to-data-rooms/ you can go to the administration page and generate document classes. Document types allow you to organize your documents. Adding a category can be useful when you have to quickly find an appropriate document.

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