Managing Documents in Classic View Classic View is the default mode in the Information Zone to manage documents in your DMS. Related Topics:Add a Document Rendition You can add additional renditions to a document. A rendition is a copy of a document in a different format. If you add a file format that already exists for a document, it replaces the existing copy. Download a Document You can download a copy of document to your PC for offline viewing, printing, and sharing with colleagues. Create a Document From a Template You can use a template to create a document for a project, enquiry, or organization, and publish it to the DMS. For example, you can create a purchase order for a project to send to a supplier. Clone a Document You can clone an existing document in the DMS to use as a basis for a new document if an appropriate template is not available. This feature is only available in Internet Explorer. Replace a Document You can replace a document in the DMS with a different file. This method can be used to upload a new version, or to replace a file that was uploaded incorrectly. Send a Document to the Recycle Pool You can send a document to the Recycle Pool to prevent users from viewing and accessing it in the DMS. Only system administrators can reinstate documents sent to the Recycle Pool. Parent Topic: Managing Documents HomeDeltek PIM HelpWorking with Documents and EmailsHow to...Managing DocumentsManaging Documents in Classic View
Managing Documents in Classic View Classic View is the default mode in the Information Zone to manage documents in your DMS. Related Topics:Add a Document Rendition You can add additional renditions to a document. A rendition is a copy of a document in a different format. If you add a file format that already exists for a document, it replaces the existing copy. Download a Document You can download a copy of document to your PC for offline viewing, printing, and sharing with colleagues. Create a Document From a Template You can use a template to create a document for a project, enquiry, or organization, and publish it to the DMS. For example, you can create a purchase order for a project to send to a supplier. Clone a Document You can clone an existing document in the DMS to use as a basis for a new document if an appropriate template is not available. This feature is only available in Internet Explorer. Replace a Document You can replace a document in the DMS with a different file. This method can be used to upload a new version, or to replace a file that was uploaded incorrectly. Send a Document to the Recycle Pool You can send a document to the Recycle Pool to prevent users from viewing and accessing it in the DMS. Only system administrators can reinstate documents sent to the Recycle Pool. Parent Topic: Managing Documents HomeDeltek PIM HelpWorking with Documents and EmailsHow to...Managing DocumentsManaging Documents in Classic View