Managing Documents in Smart View Smart View provides the same features as Classic View to manage documents in your DMS, but in a more modern and intuitive user interface. 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 a document to your PC to view it offline, print it, or share it with colleagues. Create a Document From a Template You can use a template to create and a document, and link it to an entity record. 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. 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 Bin 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 Smart View
Managing Documents in Smart View Smart View provides the same features as Classic View to manage documents in your DMS, but in a more modern and intuitive user interface. 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 a document to your PC to view it offline, print it, or share it with colleagues. Create a Document From a Template You can use a template to create and a document, and link it to an entity record. 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. 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 Bin 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 Smart View