Documents
A document drive for all your work-related documents
The Document module in Projetly enables you to streamline document management, enabling centralized storage and collaboration on files like user agreements, project timelines, and Statements of Work (SoWs). Projetly allows upload of
Images in JPG, PNG, GIF, and SVG
Documents in PDF, DOC, and PPT
Videos up to 250 MB
Audios up to 100 MB
Add Document
Click on the 'Add New' button to add a new document. Select the document type - Image, Document, Video, or Audio.
File
Click to browse or draga and drop the file you wish to upload.
The file name is taken by default as per the uploaded file. This can be edited.
File Name
The file name is taken by default as per the uploaded file. This can be edited.
For example, project welcome email sample, Support contract, Billings etc.
Description
Add a brief description about your file/document
For example, welcome email template for stakeholders.
Select Tags
Add a tag for your documentation
Tags help you categorize and organize your documentation. Compliance, Legal, Billings, etc.
Private/Public
Use the toggle to make the document private or public
If you select 'Private', click on the 'Add user' icon to enable access to the selected user(s).
Click 'Save' to save and upload your document.
The uploaded document can be shared, deleted, or downloaded by users. The users can also view statistics like counts of views, shares, and downloads.
The document page supports grid view and list view to suit your requirements.
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