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4c can act as a repository for documents associated with the project.
By holding the documents in the 4c database, you can to keep track of
them from within 4c, maintain version control, and issue them and e-mail
them as required.
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Link standard documents (Microsoft® Word
files and Excel® spreadsheets) to
project Templates so that documents are automatically added to projects when
they are created.
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Add further documents to the project as required.
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Project documents are stored in the 4c database:
only authorised users can access them, so updates and versions are
tracked (see below).
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Fields in Word documents can be updated from project
fields. Excel® spreadsheet cells
can also be linked to projects: data can be imported from the
project, or fields in the project can be updated from the
spreadsheet.
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Keep track of revisions/issues of the document.
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Document check in/out facilities - once a
document has been checked out, it becomes "read only" to other 4c
users.
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Issue documents to named recipients
(including external contacts such as suppliers or customers), either as
e-mails or via the
4c Timesheet: the recipient can view the document, indicate
receipt and confirm actions. Recipient responses are shown
immediately on the project details.
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Link documents to tasks, for time recording via
the Timesheets.
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