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Documents

Documents
A document is any type of item that is added to TeamConnect and is accessible on a Documents page, such as a Microsoft Word document, a Microsoft Excel spreadsheet, image files, text files, and email messages.

A document can also be a reference, such as a link to a Web page or a shortcut link that opens a document in a different location.

The following table shows how you can view, add, and update documents. For the section related to Document Management System integrations (DMS Connector), please see Using a Document Management System.

...Documents

How...

Viewing

Adding

Updating

Organizing

Document Property Pages  

Each document has the following document-specific property pages on which you can view and edit information:

  • General—View the name, type, and check-out information for a document.
  • Version—View the various versions of a document. A new version of a document is created each time a document is checked out and then checked back in. You can also use this page to revert to an earlier version of a document if necessary.

There are also additional document property pages that you can use to enter supplementary information, such as security rights for a selected document.

Document Task Buttons and Icons  

You can perform the same documents-related tasks on both the global Documents page and the Documentspage for a record. Sometimes the icons that you use to perform tasks are located in different areas, depending on the page.

Global Documents Page
(Record Toolbar)

Documents Page for a Record
(Task Toolbar)

Task

documents_upload_button

documents_uploadfile_icon

Upload a file: Adds a new file to TeamConnect.

See Adding a Document to TeamConnect for more information.

documents_newfolder_button

documents_newfile_icon

Create a new folder: Creates a folder to hold related documents.

See Creating a Document Folder for more information.

documents_newURL_button

documents_createURL_icon

Create URL: Creates a link to a Web page.

See Creating a Link to a Web Page for more information.

documents_moreactions_button

documents_move_icon

Move Document: Moves a document from one location in TeamConnect to a different location in TeamConnect.

See Moving Documents for more information.

documents_copy_icon

Copy Document: Copies a document from one location in TeamConnect to a different location in TeamConnect.

See Copying Documents for more information.

documents_shortcut_icon

Create Shortcut: Creates a link from your Documents page to a document in a different location in TeamConnect.

See Creating a Document Shortcut for more information.

documents_gendoc_icon

Generate Document: Creates a form document that uses information currently in TeamConnect, such as the name and address of the recipient of the document.

See Generating Documents Using TeamConnect Data for more information

documents_delete_button

documents_delete_icon

Delete: Removes a selected document. This document cannot be recovered.

See Deleting Documents and Document Folders for more information.

documents_help_button

documents_help_icon

Help: Opens the help for the selected Documents page.

documents_search_icon

documents_search_icon

Find: Searches for documents by name, specified search criteria, or text that may be in the document.

See Searching for Existing Documents.

documents_properties

documents_properties

View/edit document properties: Opens the GeneralVersionsCategoriesSecurity, and History property pages.

Find this icon in the Action column.

documents_checkout_icon

documents_checkout_icon

Check out a document: Downloads the document to your computer to edit it.

Find this icon in the Action column.

See Checking Out a Document.

documents_checkin_icon

documents_checkin_icon

Check in a document: Returns a document to TeamConnect when you are done editing it.

Find this icon in the Action column when the related document is checked out.

See Checking In a Document.

documents_undocheckout_icon

documents_undocheckout_icon

Undo Check-out: Returns a checked-out document to unchecked-out.

Find this icon in the Action column when the related document is checked out.

See Canceling a Document Check Out.

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