Documents management

Document Management is a key feature of itmSUITE®  which acts as a repository for documents. There are different document positions where documents can be stored as shown in the table below.

Document location	Repository
"Cost Occurrence"	Documents are stored and related to cost occurrences.
"Delivery"	Documents are stored and related to deliveries.
"Invoice/Credit Note"	Documents are stored and related to invoices.
"Milestone"	Documents are stored and related to milestones.
"Project"	Documents are stored and related to projects.
"Purchase Contract"	Documents are stored and related to purchase contracts.
"Resource"	Documents are stored and related to services.
"Sale Contract"	Documents are stored and related to sale contracts.
"Service"	Documents are stored and related to services.
"Ticket"	Documents are stored and related to tickets.
"Timesheet Record"	Documents are stored and related to timesheets.

Adding, modifying and deleting documents

It is possible to add documents directly from the Document section of the entities where they can be stored or from the generic document management interface (Knowledge Area/Documents/Documents).

For each document, it is possible to edit the following metadata:

Field	Description	Comment
Creation User	The date of first upload of the document.	This field is automatically calculated.
Creation Date	The date of first upload of the document.	This field is automatically calculated.
Edit User		This field is automatically calculated.
Edit Date		This field is automatically calculated.
Position
Position name
Name
Topic
Type
Visibility
Description
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