Manage Incoming Team Documents

As a project administrator or document controller, you can use the PIM Team Portal Documents tab on an enquiry to manage documents that have been received from external organizations.

To manage incoming team documents:

1. Navigate to the enquiry.
   You can search for enquiries using the Search Enquiries link in the Activity Zone. Enquiries that you are linked to also appear on the History tab in your contact record, and in the Enquiries dashpart in the Personal Zone.
2. On the header bar, click PIM Teamwork Incoming Files .
   If the PIM Teamwork Incoming Files tab is not visible, click more to display all available tabs.
3. To review the documents, the following options are available:

   To do this...	Click this
   View a document	The file icon or name
   View the details of a document
   Export the list of files to Excel
   Sort the files	Column header
   Include processed files in the list

4. To open selected files in the Smart Superseder, select the check box of each file that you want to publish, and then click Open in Smart Superseder.
   The Smart Superseder is used to supersede existing project files with the latest versions that you receive from external organizations. For information, see Supersede a Batch of Documents.

   Note: You can only open files that have been received from the same organization in the Smart Superseder. To show only files received from a single organization, enter the name of the organization in the Select Organization field, and then click Apply.