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How To Add Documents To A New Project

The purpose of this article is to help guide you on how to add relevant documents to your projects created in Activ8. This will allow an easy flow of documentation needed for the project and users will be able to access these documents in a central location.

Applicable Products: Activ8

Adding Documents

Navigate to the ‘Workflow’ tab in the left-hand panel. From the drop-down menu, select ‘Project Management’.

Create a new project or select an existing project from the ‘Active’, ‘Planning’ or ‘Template’ sections.

Next, navigate to the ‘Documents’ tab of your project and select ‘Upload’ to upload any relevant documentation to your project.

Find the document in the relevant folder and click ‘Open’ to add it to your project.

Updated on October 25, 2019

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