Review Incoming Team Documents

As a project administrator or document controller, you can use the PIM Teamwork Incoming Files tab on a project to review documents that have been received from external organizations.

To review incoming team documents:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects 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.