Document your work

The document management system is a centralized repository for creating, storing, and managing information about a project.

Project members with the Document Admin permission can create, edit and administer documents and document folders. In addition to the Document Admin permission, individual permissions to create, edit and delete documents, and document folders can also be set so that project members who do not have the Document Admin permission can still perform these tasks.

Document settings
Managing document settings is possible starting from TeamForge 17.1. At the project level, document administrators can set up document fields, document workflow and mandatory document reviewers.
Find and view a document
You can find and view a document by navigating to it, by searching for it, or by viewing it from a URL or unique identifier. You can also open a document from TeamForge directly into Microsoft Office applications.
Create a document
You can create a document by uploading a file or by entering the text directly into TeamForge.
Edit a document
When you are called on to help develop a document, you can edit the document online or by posting a new version.
Get a document reviewed
There are a few things you have to do to get the most out of a document review.
Review a document
To contribute to a review, you look at the document, consider responses from other reviewers, and post your own responses.
Associate a document with other items
When a document is related to other CollabNet TeamForge items such as tasks, tracker artifacts, file releases, or news items, you can connect the document to the other item by creating an association.
Manage documents
Project members with the Document Admin permission can copy and move documents. They can also create and administer documents. However, they can delete documents, only if they have the specific delete permission.
Organize documents
Project members with the Document Admin permission can create, edit, move and reorder document folders. Similarly, project members with the relevant individual permission can create, edit, delete or view document folders.
Work with documents from Microsoft Office
You can use the File menu of your Microsoft Office application to work with documents that are stored on your TeamForge site.

Parent topic: Lead a project team with CollabNet TeamForge

Related concepts

What is a document in CollabNet TeamForge?

What is a documents component?

Related reference

The Document Details page