5. Add documents

• How can I add documents? 
• What documents can I add?
• Can I edit documents in Dazychain?
• How do I use version control?
• How do I rename a document?

How can I add documents?

Uploading documents via Attachments tab

1. Click on the project to which you want to add documents
2. Click the Attachments tab, or select the relevant deliverable, and select the Attachments tab
3. Drag and drop your files or select Browse to select a file to upload from your computer
4. Select the Edit button to add a description about the attachment, change the privacy setting of the documents or to add tags to your document
5. Click the Save button

Uploading documents via Deliverables tab

1. Click on the project to which you want to add documents
2. Click the Deliverables tab, select the relevant deliverable, and select the Attachments tab
3. Drag and drop your files or select Browse to select a file to upload from your computer
4. Select the Edit button to add a description about the attachment, change the privacy setting of the documents or to add tags to your document
5. Click the Save button

Uploading documents via Drag and drop 

What documents can I add?

You can upload any type of document to Dazychain and share it with project collaborators.

Can I edit documents in Dazychain?

Any compatible office documnet stored in Dazychain an can be accessed online using Microsoft Office's online editor for users with an Office 365 business account.

1. Click on the Projects menu
2. Select the relevant project. The Project Summary workspace will appear
3. Click on the Attachments tab, in the Project Summary workspace
4. Click on the name of the document you want to edit, the editor will open in a separate browser tab
5. Make your edits to the document, your changes will automatically save
6. Close the browser's tab once finished working, this with update your project with a new version of your document

How do I use version control?

Documents are automatically version controlled when they have the same name as a previously added document.

Under the Attachments tab, the Activity column lists the name of the deliverable where a document was uploaded into the Attachments screen in the Deliverables tab.  Documents associated with a deliverable must be uploaded into the deliverables Attachment workspace, otherwise, the document will not be versioned.  

To download a specific document version

1. Click on the Attachments tab of the project 
2. Select the Edit button near the document, the Manage document screen will appear
3. Click on the drop down button next to Version
4. Select the document version you would like to view in the version drop-down
5. Select the Download button. This will download the selected document to your computer. 

How do I rename a document?

From the Folder menu screen

1. Select the Folder
2. Select the Project
3. Select the document
4. From this screen you can edit the Name, Description, Privacy status, Create a tag, of the document 

From the Attachments tab

1. Click on the Attachments tab of the project 
2. Select the Edit button near the document, the Manage document screen will appear
3. Edit the text in the Name field to rename the document
4. Click on the Save button

Note: If your document has previous versions, only the most current version will be renamed. The previous version will be retained under the original name.

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