
Navigate to the folder where the files you want to add are located. The document name and description are each searchable, making searches more effective. Upload existing files of any file format from your computer to Projectplace. Use folders to create a manageable, hierarchical structure of documents and links. Add a relevant document description, link, or folder in the detail pane. Use the Options menu to rearrange the columns (the name column will remain the first column), set and/or export access rights to the Documents tool, export a list of documents, manage document templates, or refresh the page. Select all documents and folders listed with the checkbox next to the Name column header. If you select several documents and folders at once, the detail pane will include only the applicable actions for the selected documents and folders. You can comment and discuss the document with other workspace members. A detail pane will open and you will find all details and actions related to the document or folder.
Select a document or folder and open the detail pane by clicking the checkbox or anywhere in the row except the document or folder name.Click the column header to sort the list view by that header item.
(Tip: Click the Collapse all icon to collapse all expanded folders.) To expand or collapse a folder, click the arrows next to the folder.Create a document, link, or folder directly in the Documents tool.Upload a document, link, or folder from your computer or a third-party service, such as Dropbox.Use the Filter pane to narrow the list of documents by certain criteria, such as file type, review status, when they were modified, etc.The main view of the Documents tool is a hierarchical list of folders and documents.