Store document references for a project management job

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Store document references for a project management job

Document Index is where you can store documents for reference. When you store documents in Document Index, each user who has access to the project management job can view them, so it is easy to keep up to date on the project. You can save any documents, as well as Microsoft Outlook emails, in Document Index.

Note that all project management jobs have their own document references.

To access Document Index, do the following:

  1. In the Select Project Management Job dialog box, select the job whose document references you want to view or modify.
  2. Click Document Index, or press F8.

The Document Index dialog box opens. Next, you can either modify the available folders for document references, or add, modify, delete, open, and email document reference files.

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