The Records module in HammerTech enables users to upload files relating to a task. These paperwork are visible to all members of the team with appropriate permissions. They will also be shared with clients.
Posting files is the to add project-related information. This can include qualifications on a job, economic advancement agreements, or maybe even equipment paperwork. However , it is important to discover how to choose the very best format for your files. We recommend that you analysis the different options before beginning.
You may upload an individual data room pricing report or multiple files. You may also use a file-tag to indicate in which a document will be posted. For example , you can create a indicate for “Sales Proposal” or perhaps “Equipment Documentation”.
Documents may be stored in cloud storage. A impair storage service provider can allow you to gain access to the data from anywhere. To publish documents, click on the Upload key in the leading right corner of the display.
Once you have a document, you are able to edit their details. Additionally , there are options to allow versioning make privileges just for specific users.
When you upload a document, you will be automatically designated a version amount. You can also erase older versions. If you need to see how versions experience changed, you can even examine out the record.
Alternatively, you can go to the administration webpage and create document different types. Document categories allow you to organize your documents. Adding a category can be useful if you want to locate an appropriate document.