Overview
The Documents tab provides a centralized location for storing and managing project-related files. You can upload key documents such as contracts, drawings, specifications, and approvals directly to the project record for easy access and reference.
Each file can include supporting details like the file name, description, etc., to help clarify its purpose and context. This ensures important documentation remains organized, searchable, and accessible to authorized team members throughout the project lifecycle. Documents are displayed in a tabular view, allowing you to filter, sort, and search to quickly locate specific files, especially helpful when working with large volumes of supporting materials. Check out details on Documents here.
How To
Add Documents
You can view all documents of the project and its phases, if any, on this screen. You can also view all the documents present in CORE from More menu >View All Documents. Check out details on Documents here.
To add a document to a project record, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click
on a project row and select View Details.
- In the Project Center view, go to the Documents tab and click Add.
- On the Add Documents dialog, select the relevant tab, depending on the type of attachment.
- Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.
- Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.
- Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.
- Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.
- OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.
- Box: To link files stored in your Box account, enter its Description and then browse for it.
- Resource Library: To link company resources, select the resource from the library. This option is available only with CORE CRM.
- Click Add.
CORE pre-fills some of the information about the attached documents in the grid. You can send the documents to your clients, employees or other contacts for getting their digital or electronic signatures (eSignature via DocuSign) using the eSign option from the row-action menu. CORE automatically adds the signed documents to the Documents folder of the entity (record) as separate attachments. You can also check the detailed video on managing documents in CORE.