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 user who first uploaded the document.	This field is automatically calculated.
Creation Date	The date of first upload of the document.	This field is automatically calculated.
Edit User	The user who last update document metadata.	This field is automatically calculated.
Edit Date	The date when document metadata were last updated.	This field is automatically calculated.
Position	The entity to which the document is related.	The Position can be void and, in such a case, the document is not related to any specific entity.
Position name	The specific item to which the document is related among those corresponding to the chosen Position.	This field is mandatory.
Name	The name of the document.	The name is automatically set to the file name when the document is uploaded.
Topic	A topic to which the document is inherent.	The topic can be chosen from the topic structure on the left. The topic structure can be update at Knowledge Area/Documents/Topics by a user of user type "manager" with grants for "Document Topic" (see General/Company/MURM, Environment Tables section).
Type	A type of document.	The topic can be chosen from the topic structure on the left. The topic structure can be update at Knowledge Area/Documents/Topics by a user of user type "manager" with grants for "Document Topic" (see General/Company/MURM, Environment Tables section).
Visibility
Description
Upload Document