Setting the document privacy
- From the menu, select ‘Projects’ menu option
- On the ‘Projects’ workspace, select the project to add documents against. The ‘Project Summary’ workspace will appear.
- One the ‘Project Summary’ workspace, select the ‘Attachments’ tab
- Against the file you would like to modify, select the ‘Edit’ button, the ‘Manage document’ popup will appear. In the ‘Manage documents’ popup screen you can also:
- Add a detailed document description or notes
- Create a tag for searching