Costpoint Help

Tabs of the Manage Documents Screen

The Manage Documents screen has the following tabs: Document Details, Locations, and Client/Project Information.


Document Details Tab

Use this tab to enter or edit organization information, maintenance, and effective dates for the document record you want to create or update.

Locations Tab

Use this tab to specify the path where the document is located in the server.

Client/Project Information Tab

Use this tab to enter or edit client and project information to which the document is associated, as well as document notes.


Parent Topic:

Manage Documents