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How to Upload Files Relating to a Task in HammerTech

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The Records module in HammerTech allows users to upload records relating to a job. These docs are noticeable to all members of a team with appropriate permissions. They can also be shared with clients.

Posting papers is a simple way to add project-related information. This could include qualifications on a job, economic creation agreements, or maybe equipment documentation. However , it is important to find out how to choose the best format to your files. We recommend that you study the different options before beginning.

You are able to upload a single document or multiple files. You can also use a file-tag to indicate in which a document is being posted. https://finevdr.com/upload-documents-relating-to-a-project-easily-thanks-to-data-rooms/ For example , you may create a label for « Sales Proposal » or perhaps « Equipment Documentation ».

Documents may be stored in cloud storage space. A cloud storage corporation can allow you to access the data from anywhere. To upload documents, click on the Upload button in the leading right nook of the display screen.

Once you have a document, you can edit its details. Additionally, there are options to allow versioning make privileges intended for specific users.

When you publish a doc, you are automatically given a version quantity. You can also delete older versions. If you wish to see just how versions possess changed, you can examine out the history.

Alternatively, you can go to the administration webpage and build document types. Document different types allow you to coordinate your documents. Adding a category can be useful if you want to locate an appropriate document.

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