Adding Documents
To share documents and cloud document links with your team, you add them to document folders in a project space. Only folder owners, managers, and contributors can add documents to folders.
You can add most common file types to folders, including Microsoft Office documents, images, videos, and PDFs. Note that some file types are restricted. If your organization uses Google Drive, Dropbox, or Box to manage project documents, you can add links to those documents to folders in a project space.
Access to documents stored in the cloud is managed through the cloud account.
- Related Topics:
- Add a Local Document
To share documents with your team, you add those documents from your PC to a folder within a project space. If a document already exists in a folder, it is superseded by the new file, and you must enter a new revision reference. - Add a Link to a Box File
You can add a link to a document stored in a Box account to a document folder in a project space. - Add a Link to a Dropbox File
You can add a link to a document stored in a Dropbox account to a document folder in a project space. - Add a Link to a Google Drive File
You can add a link to a document stored in a Google Drive account to a document folder in a project space. - Create a Google Drive File
You can create a new Google document, sheet, slide, or drawing, and add a link to a document folder in a project space. - Supersede an Existing Document
You can supersede an existing document by replacing it with a new revision. Cloud documents, and documents originating from Deltek PIM, cannot be superseded. - Upload a New Revision of a Document
You can upload a new revision of a document. If you do so, members can still view and download any previous revisions for that document. - Add an Additional Document File Type
You can add an additional file type to an existing document. For example, you can add an editable version of a document to share with members.
Parent Topic: How to...