Topics
File management
Store and manage documents.
12 articles
Exercises
1 articles
Understand
2 articles
- File classes and required files Concept How file classes categorise and protect documents – and how teamspace checks which customer or project is still missing a particular document.
- The detail manager of a file Concept Layout and tabs of the file detail manager: properties, versions, external links, alarms, permissions and history – plus the directory detail manager.
For users
4 articles
- Edit and lock files online How-to Edit Office and other files straight from teamspace, save the new version back automatically and lock files while editing.
- Manage versions How-to Video How teamspace versions files automatically, how you reach old versions, restore or delete them – and how this works for documents.
- Share files with external people (external links) How-to Share files and directories via public links with customers and partners – with a QR code, an optional login requirement, an expiry date and an upload right.
- Upload files How-to Upload files into the file manager via drag & drop, via a photo from the webcam or via WebDAV.
For advanced users
3 articles
- Working in the file manager: directories, links, documents How-to Video The layout of the file manager, navigation, creating subdirectories and links, and producing new documents from templates.
- Connect the file directory via WebDAV How-to Video Connect the teamspace file directory as a network drive in Explorer or Finder, and create and delete a device password for it.
- Control access to files How-to The four permission modes for files and directories – Unrestricted, Restricted, Inherited and Inherited from element – and when to use which.