Creating a document (e.g. RFI)

From within the project, select the form type to be added (e.g. Request for Information). On the log of that form type, click the "Add New" button located on the top of the page. A blank form is displayed in edit mode. Complete the required field(s) and then click "Save".

Where can I go to see a document list

Document list location for a particular form type

Each form type lists its documents in list view when first selecting that form type. This list is called the log (e.g. Invoices Log, RFI Log). To view the log, select the form type on the project title bar or from the project home page, click "View Project Form Types" and select your desired form to see the list view or "log" of all documents related to that form.

Can I view the

Viewing the state of a document at a certain date/time

Once you have access to a document, either by creating the document or having it shared to you, you have the ability to take a look back in time and see how that document looked at any date and time in the past, assuming you had access at that point in time. All information is tracked and searching information is easy. For this reason, no one can change information on you without your knowledge.

To view what a form looked liked in the past, navigate to the form you are interested in. Click the "..." button and then click the "View as of date/time" link. Choose a date and time and then click "View". Everything that you see on the form including fields, action items, reference links, attachments, activity, and access will reflect the form as it was at that date and time.

How can I mark a

Marking a document as

obsolete

Projectteam.com is a collaborative system which means organizations can connect with other organizations on a common project while maintaining ownership of any data that has been shared to them. For this reason, once information has been shared, it can never be deleted. If a mistake has been made on a document that has been previously shared, users may choose to mark that document as obsolete, assuming they are a user from the organization that created that document.

Documents that have been marked as obsolete will not be shown in the default log view. To view documents that have been marked as obsolete, you will need navigate to the "Obsolete Forms" log that is located on the project homepage.

Adding custom fields to a form

For information on adding custom fields, please reference the Custom Fields page.

How do I clone

Cloning a document

Users may find that often times one document is relatively close to an existing document as it pertains to the data content of that document. For this reason, cloning an existing document may be of benefit to saving data entry time. To clone an existing document start from within the project by selecting the form type you would like to Clone (e.g. Field Reports). Open the document and click the "..." button at the top of the document and click the "Clone" link. A new document will be displayed including all of the same information from the original document. Make your desired changes and then click "Save".

 

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Helpful Screenshots