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Planview Customer Success Center

About the Public Documents Folder

The public documents folder in Projectplace can be accessed from the Documents tool. Once the public documents folder has been published to a workspace public site, external stakeholders can use the public documents folder to access read-only documents. See Set up a public site for external communication for more information on using a public site.

Only workspace administrators can add, remove, or edit documents from the public documents folder. Workspace members have read-only access. It is not possible to remove the public documents folder from a workspace.

Using Public Documents as a Workspace Member

The public documents folder is only visible to workspace members if it contains documents. Workspace administrators will always see the public documents folder with or without contents. 

This description in the detail pane explains the purpose of the public documents folder. It cannot be edited.

Workspace members can share the folder by sending an email or by copying the link to the folder. Documents inside the public documents folder can be shared from the details pane.

Administrating the Public Documents Folder

The public documents folder has features which differentiate it from other folders. It is not possible to change the name, description, color, or permanently lock the folder.  Additionally, administrators cannot set access rights nor can they activate version management. Instead, documents are automatically replaced if changes are made.

Administrators can upload files by dragging and dropping them into the public documents folder or by clicking on the upload icon. Moving files out of the public documents folder is not possible. The cut command will not work for the public documents folder and its contents, however, administrators can copy and paste documents into and out of the public documents folder.

Using Public Documents in a Workspace Public Site

If a workspace administrator has activated the public site for a workspace, the public documents folder can be included in the public site. Using the link to the public site, non-Projectplace users (external stakeholders) can download and view shared documents in the public documents folder.

 

 

 


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