Lyonel Posted October 13, 2017 Share Posted October 13, 2017 What is the idea behind the document tab? I personally find it extremely counter productive having to exit the project to upload a document, then having to go back to my project and link it... That's not even mentioning how complicated it will be to maintain some sort of order in the documents library itself... My suggestion? Make a UI bridge between the 2 apps with semi-automation so that the user can upload directly a file from the project's screen, with the appropriate information (tags, etc...) and the document gets saved in the document library under the project name library (semi-automation with creation of library if it does not exist). I am not really a big fan of the document manager in the first place, but what is available in Project Manager is really not great in my modest, personal opinion. Something would need to change for us to adopt this app as our Project Management tool. Link to comment Share on other sites More sharing options...
AlexTumber Posted October 13, 2017 Share Posted October 13, 2017 @Lyonel thanks for you post. For the initial release, we wanted the ability to be able to link documents that are already in your document management library to a project. As we go forward, we should see some big changes in this area as you're right, it's not convenient to upload in one place and then have to come back somewhere else to link. Alex 1 Link to comment Share on other sites More sharing options...
Lyonel Posted October 13, 2017 Author Share Posted October 13, 2017 Definitely confusing having attachments and Documents (for Projects)... Thanks for taking this on board 1 Link to comment Share on other sites More sharing options...
m.vandun Posted November 2, 2017 Share Posted November 2, 2017 @alextumber When trying to add a document, which has been added to my library, I get the following error. Any idea what this could be? Link to comment Share on other sites More sharing options...
AlexTumber Posted November 2, 2017 Share Posted November 2, 2017 @m.vandun that table's rights are associated to a role(s) in the Document Manager application. You should only see the Documents tab within a Project if you have rights to the Document Manager app. For the user that you are logged in as, which roles do they have that belong to Document Manager? All users of Document Manager should be granted the role 'MyLibrary User'. Alex Link to comment Share on other sites More sharing options...
m.vandun Posted November 2, 2017 Share Posted November 2, 2017 @alextumber In this case it is my user. I have the following rights related to MyLibrary:MyLibrary Manager MyLibrary Portal Link to comment Share on other sites More sharing options...
AlexTumber Posted November 2, 2017 Share Posted November 2, 2017 Ok, I've just looked at the 'MyLibrary Manager' role and it is indeed missing the rights to that table. I'll raise this with our Document Manager team. In the mean time, if you grant yourself the 'MyLibrary User' role, that should solve your issue. Alex Link to comment Share on other sites More sharing options...
m.vandun Posted November 2, 2017 Share Posted November 2, 2017 @alextumber Added the user rights and i'm now able to link the documents. 1 Link to comment Share on other sites More sharing options...
AlexTumber Posted November 2, 2017 Share Posted November 2, 2017 Great :-) Link to comment Share on other sites More sharing options...
Keith Posted November 2, 2017 Share Posted November 2, 2017 On 10/13/2017 at 4:13 PM, Lyonel said: Definitely confusing having attachments and Documents (for Projects)... Thanks for taking this on board @Lyonel I tend to disagree on the need for both. We would likely add attachments, not link documents (as we don't currently use the document manager). Whereas it sounds like others would have a preference to use document manager. I see no harm in having both options. Regards Keith Link to comment Share on other sites More sharing options...
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