Submit Your Suggestions for Viewpoint for Projects

Documents within templates

The ability to add standard documents to templates so that they are in each project. Such as how to guides and generic documents that are required in each project.

  • Shannon Treadwell
  • Feb 7 2019
  • Will not implement
Company Watkin Jones Group
Job Title / Role IT Application Analyst
I need it... 1 month
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  • Emma Brigden commented
    April 12, 2019 12:46

    Hi Andrew, I understand that this something that you can not implement, however it would be extremely useful. As a power admin having to link all standard documentation to a project becomes laborious and having a shared area that could potentially house thousands of users becomes yet another area to control (for security reasons). It would be so much easier if we could pre-populate templates to help with time to all users and security.

     

    Kind Regards

     

    Emma

  • Admin
    Andrew Brennan commented
    March 08, 2019 16:05

    Hi Shannon,

    I'm sorry but this is another ceiling on what the template module is designed to do - it operates within the security layer of the system and is a 'configuration template' rather than a document template. Would a better solution not be to create a shared area above the project level, than can house generic documents?

    Thanks,

    Andrew

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