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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

documents_upload_button

documents_uploadfile_icon

Upload a file: Adds a new file to TeamConnect.

See Adding a Document to TeamConnect for more information.

documents_newfolder_button

documents_newfile_icon

Create a new folder: Creates a folder to hold related documents.

See Creating a Document Folder for more information.

documents_newURL_button

documents_createURL_icon

Create URL: Creates a link to a Web page.

See Creating a Link to a Web Page for more information.

documents_moreactions_button

documents_move_icon

Move Document: Moves a document from one location in TeamConnect to a different location in TeamConnect.

See Moving Documents for more information.

documents_copy_icon

Copy Document: Copies a document from one location in TeamConnect to a different location in TeamConnect.

See Copying Documents for more information.

documents_shortcut_icon

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.

documents_gendoc_icon

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

documents_delete_button

documents_delete_icon

Delete: Removes a selected document. This document cannot be recovered.

See Deleting Documents and Document Folders for more information.

documents_help_button

documents_help_icon

Help: Opens the help for the selected Documents page.

documents_search_icon

documents_search_icon

Find: Searches for documents by name, specified search criteria, or text that may be in the document.

See Searching for Existing Documents.

documents_properties

documents_properties

View/edit document properties: Opens the General, Versions, Categories, Security, and History property pages.

Find this icon in the Action column.

documents_checkout_icon

documents_checkout_icon

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.

documents_checkin_icon

documents_checkin_icon

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.

documents_undocheckout_icon

documents_undocheckout_icon

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.