19

Attach documents

td helpdesk

Last Update 7 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


---

Questions? Please us chat or open ticket on this page :)

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us