The documents view

The documents view enables you to view and manage all project documents directly within the Upchain Generic plugin.

This view only appears once you've selected a project from the context selector.

View a document

1. Select the desired project from the context selector.
2. Click the documents view icon () in the menu bar.
3. Expand the document tree.

This view shows the document creator and the document status for each document. Hover your cursor over a document to display additional information.

Download a document

1. Select the desired project from the context selector.
2. Click the documents view icon () in the menu bar.
3. Expand the document tree.
4. Select the document you want to download.
5. Select the version you want to download, and click the download icon ().

Add a new document

1. Select the desired project from the context selector.
2. Click the documents view icon () in the menu bar.
3. Click Add document () in the top right corner.
4. Locate and select the desired document.
5. Click Open.

Add a new folder

1. Select the desired project from the context selector.
2. Click the documents view icon () in the menu bar.
3. Click Add folder () in the top right corner.
4. Name the new folder.
5. Click Ok.