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Oracle Primavera Unifier – Basic File Management in Document Manager

Oracle Primavera Unifier – Basic File Management in Document Manager


Use Document Manager to upload files or
folders from your computer to Unifier. To upload a document into an existing
folder, select the folder and click the Arrow Up button. Browse to a file on your
computer or drag it to the Upload window. If you want to upload the document to a
new folder, click the Gear icon and create a folder. Double-click to change
the folder name. Empty documents are placeholders for documents not yet
uploaded into Document Manager. For example, a project manager might create
an empty document and then send an action item to a team member to upload
the file into it. After a file is uploaded, edit details in the Document
Details pane, which is divided into four tabs: Properties, Audit Log, Permissions,
and Options. Properties include the name and title of the file, revision number,
issue date, and description. Use the Permissions tab to view groups and users
who can view, modify, or download a file or folder. Set permissions by clicking on
the Gear menu beside a file or folder, and then selecting Permissions. Uncheck
inherent permissions from the parent folder to make changes to individual
documents or folders. Use the file Options tab to specify that newly
uploaded files must have the same name as the files they are replacing. Mark a
file or folder as a favorite to make it easier to find. Click the gear icon, and
then select Add to Favorites. Click the Star icon to view favorites.

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