Manage 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. 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. Move Documents Between Records You can move up to 100 documents from a project, enquiry, organization, and contact, to another record of the same type. For example, you can move documents from one project to another project. Parent Topic: Manage Documents HomeDeltek PIM HelpDocuments and EmailsHow to...Manage DocumentsManage Documents in Smart View
Manage 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. 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. Move Documents Between Records You can move up to 100 documents from a project, enquiry, organization, and contact, to another record of the same type. For example, you can move documents from one project to another project. Parent Topic: Manage Documents HomeDeltek PIM HelpDocuments and EmailsHow to...Manage DocumentsManage Documents in Smart View