Documents

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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	Searching for Existing Documents Documents and Global Search Viewing Documents Opening Documents Sharing Documents using Email Exporting a List of Documents in a Folder Downloading Documents Viewing Document Versions Reverting to a Previous Version Viewing or Creating Documents History
Adding	Adding a Document to TeamConnect Copying Documents Creating a Document Shortcut Creating a Link to a Web Page Generating Documents Using TeamConnect Data Using a Document Management System
Updating	Checking Out a Document Checking In a Document Canceling a Document Check Out Viewing or Editing General Information of a Document Adding and Removing Document Categories
Organizing	Creating a Document Folder Moving Documents Deleting Documents and Document Folders Using a Document Management System

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
		Upload a file: Adds a new file to TeamConnect. See Adding a Document to TeamConnect for more information.
		Create a new folder: Creates a folder to hold related documents. See Creating a Document Folder for more information.
		Create URL: Creates a link to a Web page. See Creating a Link to a Web Page for more information.
		Move Document: Moves a document from one location in TeamConnect to a different location in TeamConnect. See Moving Documents for more information.
		Copy Document: Copies a document from one location in TeamConnect to a different location in TeamConnect. See Copying Documents for more information.
		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.
		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
		Delete: Removes a selected document. This document cannot be recovered. See Deleting Documents and Document Folders for more information.
		Help: Opens the help for the selected Documents page.
		Find: Searches for documents by name, specified search criteria, or text that may be in the document. See Searching for Existing Documents.
		View/edit document properties: Opens the General, Versions, Categories, Security, and History property pages. Find this icon in the Action column.
		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.
		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.
		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.