What is it used for?
Create any number of web documents against a requirement or a space
Document
Mike has created some design documents against each marketing requirement
in the Marketing space
Required Access
Any user with access to the space can create documents
Jenny is creating documents for Features, while Mike is creating documents within Marketing space
Any words of advice?
It is best if documents sit with the requirement to which they belong
Categorise your documents wisely, as this helps with better organisation
Mike creates relevant design documents against each requirement. He has also created some design guidelines and added them to the Marketing space as they apply to all requirements
Steps
So how did Mike create a document?
To create a requirement
Create a requirement
Click on the document symbol
Document editor opens in a new tab
Create any new document by clicking on the Plus symbol
Edit your document and click the Save icon
You can change the status of the document by clicking the Meta button
You can check the document history by clicking the Hist button
Moving Documents
Can Jenny move documents to a different space?
Jenny is the Administrator
No, as documents are attached to a requirement, Jenny cannot just move the documents to a different space. Though, when Jenny moves a requirement it automatically moves everything that is attached to that requirement, including documents and sheets.
More of a video person?
Watch the video to understand how to utilise document feature within Projetify.
Sign up today!Archiving Documents
Can Mike delete a document?
Mike is the creator of a document he wants to delete
No, once any artefact is created in Projetify, it cannot be deleted. Any artefact including documents, if they are no longer required, can be "Archived". At any future time you can view these artefacts, or un-archive them, if required.
Features
Mike it's your turn, things you like about the documents and sheets feature in Projetify?
Features of documents and sheets
Give a status to a document
Create excel style sheets in web
Create status
Add videos and images
Easy to use
Link documents with each other
View history of approvals
Helps organise all documents against a requirement
Color code documents based on status
Full screen mode