Documents

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Navigation: TeamConnect User Interface > Enterprise User Help

Documents

A document is any type of item that is added to TeamConnect and is accessible on a Documents page, such as a Microsoft Word document, a Microsoft Excel spreadsheet, image files, text files, and email messages.

A document can also be a reference, such as a link to a Web page or a shortcut link that opens a document in a different location.

The following table shows how you can view, add, and update documents.

...Documents	How...
Viewing	•Searching for Existing Documents •Documents and Global Search •Viewing Documents •Opening Documents •Sharing Documents using Email •Exporting a List of Documents in a Folder •Downloading Documents •Viewing Document Versions •Reverting to a Previous Version •Viewing or Creating Documents History
Adding	•Adding a Document to TeamConnect •Copying Documents •Creating a Document Shortcut •Creating a Link to a Web Page •Generating Documents Using TeamConnect Data
Updating	•Checking Out a Document •Checking In a Document •Canceling a Document Check Out •Viewing or Editing General Information of a Document •Adding and Removing Document Categories
Organizing	•Creating a Document Folder •Moving Documents •Deleting Documents and Document Folders

Document Property Pages

Each document has the following document-specific property pages on which you can view and edit information:

•General—View the name, type, and check-out information for a document.

•Version—View the various versions of a document. A new version of a document is created each time a document is checked out and then checked back in. You can also use this page to revert to an earlier version of a document if necessary.

There are also additional document property pages that you can use to enter supplementary information, such as security rights for a selected document.

Document Task Buttons and Icons

You can perform the same documents-related tasks on both the global Documents page and the Documents page for a record. Sometimes the icons that you use to perform tasks are located in different areas, depending on the page.

Global Documents Page (Record Toolbar)	Documents Page for a Record (Task Toolbar)	Task
		Upload a file: Adds a new file to TeamConnect. See Adding a Document to TeamConnect for more information.
		Create a new folder: Creates a folder to hold related documents. See Creating a Document Folder for more information.
		Create URL: Creates a link to a Web page. See Creating a Link to a Web Page for more information.
		Move Document: Moves a document from one location in TeamConnect to a different location in TeamConnect. See Moving Documents for more information.
		Copy Document: Copies a document from one location in TeamConnect to a different location in TeamConnect. See Copying Documents for more information.
		Create Shortcut: Creates a link from your Documents page to a document in a different location in TeamConnect. See Creating a Document Shortcut for more information.
		Generate Document: Creates a form document that uses information currently in TeamConnect, such as the name and address of the recipient of the document. See Generating Documents Using TeamConnect Data for more information
		Delete: Removes a selected document. This document cannot be recovered. See Deleting Documents and Document Folders for more information.
		Help: Opens the help for the selected Documents page.
		Find: Searches for documents by name, specified search criteria, or text that may be in the document. See Searching for Existing Documents.
		View/edit document properties: Opens the General, Versions, Categories, Security, and History property pages. Find this icon in the Action column.
		Check out a document: Downloads the document to your computer to edit it. Find this icon in the Action column. See Checking Out a Document.
		Check in a document: Returns a document to TeamConnect when you are done editing it. Find this icon in the Action column when the related document is checked out. See Checking In a Document.
		Undo Check-out: Returns a checked-out document to unchecked-out. Find this icon in the Action column when the related document is checked out. See Canceling a Document Check Out.