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ProjeQtOr free project management software - Uploading Documents - ProjeQtOr

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Uploading Documents

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07 Aoû 2015 14:39 #1 by VERNCon
Uploading Documents was created by VERNCon
Hi,

How does the "Documentation Upload" capability work?

I can add attachments which are linked to an individual project, I can create Document Directories and create Documents, but there is no content in the created document (so nothing to edit, or version), nor is there is anything which allows me to import a document into a Document Directory..... this is puzzling me :huh:

It may be something obvious, but I am missing it....

Thanks.

VERNCon.

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07 Aoû 2015 15:26 - 07 Aoû 2015 15:27 #2 by babynus
Replied by babynus on topic Uploading Documents
What could I say ...
.. ehrrr yes : RTFM :evil:
(I like this one) :silly:

Documents are only frames to define metadata of document.
Files are uploaded on "Versions" of documents.

Babynus
Administrator of ProjeQtOr web site
Last edit: 07 Aoû 2015 15:27 by babynus.

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07 Aoû 2015 16:31 - 07 Aoû 2015 16:46 #3 by VERNCon
Replied by VERNCon on topic Uploading Documents
What does not appear anywhere in the 200+ pages is "how" to get the content of the document uploaded and into document directories - I have files on my laptop, the server is elsewhere with the metadata frame----

There is nothing in the manual on this.

Doing a search on the word "upload" there is a single occurrence of it, on page 5 "Documents management, with version follow-up, upload and download functionalities."

When I physically go to the server and look, there is a folder "Documents" has been created, and an empty folder "Project", no directory tree as shown in the Document Directory page on Projeqtor GUI.

How can my team who are scattered throughout the world upload files which they have written? What does one review when requested to review a document, the meta-data?

RTFM does not answer the question.
Last edit: 07 Aoû 2015 16:46 by VERNCon.

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07 Aoû 2015 17:12 #4 by VERNCon
Replied by VERNCon on topic Uploading Documents
Pls find attached a picture of the existing directory tree for /var/www/wwwFiles/documents, and a screenshot of the Document directories that are supposed to exist.

They do not match ....The folder "Administration" and Projects/Templates were ones I have added through Projeqtor.

Regards,
VERNCon.


Attachments:

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07 Aoû 2015 17:12 #5 by babynus
Replied by babynus on topic Uploading Documents

What does not appear anywhere in the 200+ pages is "how" to get the content of the document uploaded and into document directories - I have files on my laptop, the server is elsewhere with the metadata frame----

We should not have the same user manuel :blink:
When I'm on document page, I just hit [F1] and come to Document help page (1/4).
Here I can read :
  • The Document item describes general information about the document.
    The file is not stored at this level.
    ]A document can evolve and a new file is generated at each evolution.
    So files are stored at document version level.

    What answers your first question (or question was not clear)
;)
Then, I switch to page 2/4, and can see description of fields, and Directory is described as
  • Place where the document is stored to organize document structure.
    The directory also defines the place where files will be physically stored.

Then, I swicth to page 3/4 where I can see how to upload files on version. B)

When I physically go to the server and look, there is a folder "Documents" has been created, and an empty folder "Project", no directory tree as shown in the Document Directory page on Projeqtor GUI.

Are you sure you're looking at the right place ?
Document location is defined in Global Parameters...
But also, directories may be empty or not existing until you upload a file (version) for a document in this directory.

How can my team who are scattered throughout the world upload files which they have written?

Upload version of document.

What does one review when requested to review a document, the meta-data?

Go to document : there you'll be able to view versions list and dowload any uploaded file.


Please also take car that ProjeQtOr is not a file system management, nor a GED.
All documents are here for Project reason : they should be linked to project, and if so, access rights to Project items are applied : so take care not to request validation to someone who will not have rights to access to document.

To finish, notice that you can also view documents in the directory tree, but here again ,access rights are applied.

Babynus
Administrator of ProjeQtOr web site

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07 Aoû 2015 17:15 - 07 Aoû 2015 17:15 #6 by babynus
Replied by babynus on topic Uploading Documents
To answer questions about you print screens, try and add files (versions) in the corresponding directories (selected in the document).
Physical directory in file system should be created.

Babynus
Administrator of ProjeQtOr web site
Last edit: 07 Aoû 2015 17:15 by babynus.

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