Work on Documents

On numerous occasions you may require to share documents with your client and get their inputs. You may need to get their inputs on sections in the document, or have them actually edit versions of the same. To share a document you must make them client visible when uploading the document. Only those documents that are marked ‘shared with client’ will be visible to the client. Clients can download the document, make amendments and upload a new copy and version control. Since document changes are versioned automatically you will know if and when a document is modified by the client and you can always retrieve the old copy to compare it with the changes made to the new one.

 To mark a document Client Visible:

1. Go to your Project.
2. Click on Document report from the list of project specific reports panel.
3. Point to a document and click the action drop-down list, and then click Edit.
4. In the Edit dialog box, select the Share with client.
5. Click Submit.