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Administration server

34
  • Administration server dashboard
  • Connections - Introduction
  • Get an overview of my company's connections
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Processes common to all sharemundo links solutions

107
  • Company management module - Introduction
  • Company dashboard - Introduction
  • Company dashboard - sharemundo links® "Core"
  • Company dashboard - sharemundo links® "Enterprise"
  • How do I navigate in my sharemundo links® solution?
  • Update my company profile
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  • Corporate actions - Introduction
  • Company actions - List view
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  • Create a new company action item
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  • Corporate chat - Introduction
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  • Link documents - Introduction
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  • Time registration - Introduction
  • Get an overview of my employees' timesheets
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  • Record expenses - Introduction
  • Get an overview of my employees' expense reports
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  • Billing - Introduction
  • Get an overview of my company's invoices
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  • Resources - Introduction
  • Get an overview of my employees' absences
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  • Enter a new observation about one of my collaborators
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  • Create a new company in my contacts
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  • Get an overview of my company's opportunities and offers
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  • Company calendar - Introduction
  • Add a new event to my company calendar
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  • Configurations (Enterprise) - Introduction
  • Modify my company's configurations
  • Synchronize configurations with global configurations
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Processes specific to sharemundo links "Enterprise" solutions

54
  • Project management module - Introduction
  • Project dashboard - Introduction
  • Access and/or navigate between projects
  • Create a new project
  • Modifying an existing project
  • Modify project status
  • Add people to my project team (existing sharemundo links® connection)
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  • Opportunities and Offers - Introduction
  • Convert an offer into a project
  • Project actions - Introduction
  • Create a new project action
  • Project chat - Introduction
  • Participate in a discussion with the entire project team
  • Project document management - Introduction
  • Get an overview of my project documents
  • Time registration - Introduction
  • Enter my hours (project)
  • Record expenses - Introduction
  • Record an expense claim (project)
  • Billing - Introduction
  • Create a new invoice (project)
  • Item evaluations - Introduction
  • Add a photo to the 'Element evaluation' module
  • Add a note in the 'Element evaluation' module
  • Add a sketch in the 'Element evaluation' module
  • Add an audio recording in the 'Element evaluation' module
  • Add a document in the 'Element evaluation' module
  • View an element / object ('Element evaluation' module)
  • Modify element/object properties ('Element evaluation' module)
  • Delete an element / object ('Element evaluation' module)
  • Project phase and schedule management - Introduction
  • Get an overview of project phases and their status
  • Get an overview of the project jâlons
  • Add a project phase
  • View project phase details
  • Modify a project phase
  • Closing a project phase
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  • Modifying a project level
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  • Duplicating a project phase
  • Site reports - Introduction
  • Get an overview of all site reports (for a given project)
  • Add a site report
  • View a site report
  • Modify a site report
  • Delete a job report
  • Send a site report
  • Print a job report
  • (Project) Configuration - Introduction
  • Modify project configurations
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Processes specific to sharemundo links "Energy Consultant Solution".

1
  • Financing - Introduction
  • Home
  • sharemundo links Help Center
  • Processes specific to sharemundo links "Enterprise" solutions
  • Add a document in the 'Element evaluation' module

Temps de lecture: < 1 min

Add a document in the 'Element evaluation' module

This feature is only available if you have a license for one of the sharemundo links® 'Enterprise' solutions.

Step 1: After selecting the project for which you wish to add a document, go to the 'Item evaluation' section in the left-hand menu ('Project management' section).

Step 2: Go to the 'Documents' tab.

Step 3: Click on 'Upload your document'.

Step 4: Browse your computer, select the document to be uploaded and click 'Open'.

Step 5: Enter the metadata relating to your document and click on 'Save'.

Step 6: The document you have just uploaded will be automatically added to the 'Documents' tab in the 'Item evaluation' module and to the 'Documents' folder (sub-folder of 'Item evaluation') in the 'Project document management' module.

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  • SOLUTIONS
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