Attach documents
td helpdesk
Last Update 8 maanden geleden
In every tool you will find the section "Documents":
The documents section is here so you can add documents to the respective tool that owners of the role might need.
Examples:
- domain "marketing budget" > document "marketing budget xls"
- role "social media manager" > document "social media publishing plan ppt"
- domain "business strategy" > document "strategy 2050 ppt"
- etc.
These links are visible to your entire team in their report!
Please do not share confidential information!
How to add a document
- When you click on "Add document" this window opens
- "Title" is the name you will see once the document has been added (eg. "Bug List"
- "Link" is a URL to your document, like a Google Drive or Microsoft OneDrive link, or a link into the intranet.
- You cannot upload documents!
- Your team members will see the name and be able to click to visit the document
Edit documents
- once added, you can click on the item (as admin / co-admin) and you will see this (see image)
- Clicking on the 1st icon from the left will open the link
- Clicking on the 2nd icon from the left will copy the link, so you can use it elsewhere
- Clicking on the 3rd icon from the left will delete tzis document link
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Questions? Please us chat or open ticket on this page :)