About Document Apps
- Last updated
- Jun 8, 2023
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- ProjectPlace Fundamentals
- Communication
- Planning
- Execution and follow-up
- About Work Execution and Follow-up in ProjectPlace
- Customize a Board to Fit Your Way of Working
- Download a Board
- Follow-up on Work Progress
- Hide and Delete Boards
- Introduction to Logbook
- Print a Board
- Report Time
- Restrict Access to Boards
- Copy a Board in the Same or Another Workspace
- Work with Boards
- Work with Cards
- Work with Issues and Risks
- Document Management
- About Document Management in ProjectPlace
- About the Public Documents Folder
- Create and Use Document Templates
- Customize the List View for Documents
- Data Loss Prevention
- Export and Download Documents
- Keep Track of Document Changes
- Manage Permissions to Document Folders
- Manage Document Versions
- Document Reviews
- Share Documents
- Work with Documents and Folders
- Work With Documents Without the Document App
- Work with Document Tags
- Workspace setup and administration
- Templates
- Project portfolios
- Workload Management
- Account Administration
- About Account Administration in ProjectPlace
- Account Administration Overview
- Divide the cost between workspaces or departments
- Enable and Manage Workspace Requests
- Export account users
- Export account workspaces
- Export time reports for the account
- Manage Account Rules
- Manage Account Settings
- Manage Business Units
- Manage Global Document Templates
- Manage storage in the account
- Manage teams in the account
- Manage Users in the Account
- Manage Workspaces in the Account
- Manage Robots in the Account
- Use SSO with ProjectPlace
- Integrations
- ProjectPlace Product Releases
- Changes to ProjectPlace's User Model
- Deprecation of SMS for two-step verification
- Recent Updates
- March 2025
- February 2025
- January 2025
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- Archived Releases
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- December 2016
- November 2016
- July 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- April 2018
- April 2019
- April 2020
- April 2021
- April 2022
- April 2023
- August 2018
- August 2019
- August 2020
- August 2021
- August 2022
- August 2023
- December 2019
- December 2020
- December 2021
- December 2022
- December 2023
- February 2018
- February 2019
- February 2020
- February 2021
- February 2022
- February 2023
- January 2018
- January 2019
- January 2020
- January 2021
- January 2022
- January 2023
- July 2018
- July 2019
- July 2020
- July 2021
- July 2022
- July 2023
- June 2018
- June 2019
- June 2020
- June 2021
- June 2022
- June 2023
- March 2018
- March 2019
- March 2020
- March 2021
- March 2022
- March 2023
- May 2018
- May 2019
- May 2020
- May 2021
- May 2022
- May 2023
- November 2019
- November 2020
- November 2021
- November 2022
- November 2023
- November and December 2018
- October 2018
- October 2019
- October 2020
- October 2021
- October 2022
- October 2023
- September 2018
- September 2019
- September 2020
- September 2021
- September 2022
- September 2023
- Top 25 FAQs You Should Know
- ProjectPlace FAQ (Deutsch)
- Warum erhalte ich eine Fehlermeldung wenn ich auf einen Projectplace Link klicke?
- Was kann ich machen wenn ich die Lese - oder Bearbeiten-Option nicht erhalte?
- Was kann ich tun wenn das Projectplace Add-on blockiert wird?
- Was kann ich tun wenn mein Dokument nicht gespeichert wurde?
- Wie kann ich Administratoren ändern?
- Wie kann ich den Hauptadministrator in meinem Arbeitsbereich ändern?
- Wie kann ich den Namen meines Arbeitsbereiches ändern?
- Wie kann ich einen Ordner zu Projectplace hochladen?
- Wie kann ich eine komplette Neuinstallation der Dokument-App durchführen?
- Wie kann ich ein Board entfernen?
- Wie kann ich meinen Arbeitsbereich beenden?
- Wie kann ich meine E-Mail Adresse ändern?
- Wie kann ich mein Kennwort zurücksetzen?
- Wie kann ich Zugriffsrechte zu Boards verwalten?
- Wie kann ich Zugriffsrechte zu Ordnern verwalten?
- Wie kann ich zwei Nutzerkonten zusammenlegen?
- Wie lösche ich mein Nutzerkonto?
- ProjectPlace FAQ (Norsk)
- Hva gjør jeg dersom dokumentet mitt ikke er lagret?
- Hva gjør jeg hvis Projectplace add-on er blokkert?
- Hvordan avslutter jeg et arbeidsområde?
- Hvordan avslutter jeg min brukerkonto?
- Hvordan begrenser jeg tilgang til en mappe?
- Hvordan begrenser jeg tilgang til tavler?
- Hvordan endrer jeg administratorer?
- Hvordan endrer jeg hovedadministrator i mitt arbeidsområde?
- Hvordan endrer jeg min e-postadresse?
- Hvordan endrer jeg mitt passord?
- Hvordan endrer jeg navn på mitt arbeidsområde?
- Hvordan kan jeg reinstallere dokumenthåndterings-programmet?
- Hvordan kan jeg slette en tavle?
- Hvordan kan jeg slå sammen to brukerkontoer?
- Hvordan laster jeg opp en mappe til Projectplace?
- Hvorfor får jeg en feilmelding når jeg klikker på en linke fra Projectplace?
- Hvorfor får jeg ikke valget Lese eller Redigere?
- ProjectPlace FAQ (Svenska)
- Hur avslutar jag en arbetsyta?
- Hur avslutar jag mitt användarkonto?
- Hur begränsar jag behörigheten till mappar?
- Hur gör jag för att begränsa behörigheten till tavlor?
- Hur kan jag installera om dokumenthanteringsprogrammet?
- Hur laddar jag upp en mapp?
- Hur slår jag ihop två användarkonton?
- Hur tar jag bort en tavla?
- Hur ändrar jag administratörer?
- Hur ändrar jag huvudadministratören i min arbetsyta?
- Hur ändrar jag min e-postadress?
- Hur ändrar jag mitt lösenord?
- Hur ändrar jag namnet på min arbetsyta?
- Vad gör jag om jag inte får upp alternativet Läsa eller Redigera?
- Vad gör jag om mitt dokument inte har sparats?
- Vad gör jag om Projectplace desktop-appen är blockerad?
- Varför får jag ett felmeddelande när jag klickar på en länk?
- ProjectPlace Support
- System Requirements and Supported Browsers
- ProjectPlace Enablement Webinars
- Videos
- Reporting
With our document apps ProjectPlace for Mac and ProjectPlace for Windows, working with documents in ProjectPlace is almost as easy as if they were located on your computer.
Click the document title to open a document and select either the Edit or Read only options. The document opens in the appropriate program and if you selected the Edit option, you can get to work right away. When you are done, close the file and it automatically saves within ProjectPlace. It’s as simple as that!
The document apps also gives you easy access to ProjectPlace. Just click the ProjectPlace icon in the tool bar to launch ProjectPlace and automatically log in.
When you have the app in place, learn more on how to work with documents and folders.
Download
Download ProjectPlace for Windows
If you use two-step verification or login with single sign-on via your company network, you must login using an app password.
Contact ProjectPlace support if you run into problems when installing or using the document apps.
Install ProjectPlace for Windows
You must have a Windows computer with Windows 7 or higher to use ProjectPlace for Windows.
To install ProjectPlace for Windows:
- Download the ProjectPlace for Windows installation file and open it.
- Click Install in the installation dialog box.
- Once the installation is successful, the ProjectPlace login window will appear.
- Log in to ProjectPlace with your email address and password.
- Depending on your settings, you may have to do one of the following to complete your login:
- If you are using two-step verification, log in using your app password.
- If you use single sign-on via your company network, select the SSO option.
- ProjectPlace for Windows is ready to use!
Install ProjectPlace for Mac
You must have a Mac computer with OS 10.9 or higher to use ProjectPlace for Mac.
To install ProjectPlace for Mac.
- Download the ProjectPlace for Mac installation file.
- Double-click the installation file once it is downloaded.
- In the new window that opens, double-click the ProjectPlace icon.
- Log in to ProjectPlace with your email address and password.
- If you are using two step verification then you must login using an app password. This can be generated in the user settings in ProjectPlace service.
- If you use single sign-on via your company network, select the SSO option to complete the login.
- ProjectPlace for Mac is ready to use!
Troubleshooting Tips
Performing a Clean Re-install of the Document App
If your ProjectPlace Document App is not running correctly, you can try reinstalling it.
To reinstall the ProjectPlace Windows Document App:
- Uninstall ProjectPlace for Windows.
- Press the Windows key + R.
- Paste the following text: %appdata%
- Click OK.
- Locate the ProjectPlace folder on your computer.
- Delete the ProjectPlace folder.
- Restart your computer.
- Install the latest version of ProjectPlace for Windows from the ProjectPlace Download Center.
To reinstall the ProjectPlace Mac Document App:
- Uninstall ProjectPlace for Mac.
- Select the Go menu when in the Finder.
- Press and hold the alt key on your keyboard.
- Click the Library menu item.
- Open the Application Support folder.
- Locate the ProjectPlace folder.
- Delete the ProjectPlace folder.
- Restart your computer.
- Install the latest version of ProjectPlace for Mac from the ProjectPlace Download Center.
Issues Accessing Read or Edit Versions of Documents
If you don't get the Read or Edit option when opening a document, it is possible that you have not yet installed the ProjectPlace document add-on. If you have installed the add-on, you might not get the Read or Edit option because the add-on is not working or it is blocked. The instructions below should help you troubleshoot if the add-on is not working properly.
To get these options, the ProjectPlace document add-on has to be installed and running.
Ensure the Add-on is Working
- Right-click on the ProjectPlace icon
.
- If multiple options appear, the add-on is properly installed.
Windows users: The ProjectPlace icon is located at the bottom, right corner of the display, though it might be hidden under the arrow.
Mac users: The ProjectPlace icon is located at the top, right corner of the display and is always visible.
Verify If You Are Logged In
Right-click the ProjectPlace icon and select Log in. Here you can log into the add-on with the same email address and password you use when logging in from the browser.
If the login option doesn't appear, choose Preferences. This will allow you to check whether you are logged in with the correct email address.
If you log in with Single sign-on or if two-step verification is activated for your user account, you will need to use an app password to complete the log in process.
Add-on Installed But Not Working
For Windows Users:
- Launch the task manager, then press CTRL+ALT+DEL.
- Navigate to Processes.
- Locate ProjectPlace.exe.
- Right-click and select End Task.
- Close the Task Manager.
- Click the Windows start button
- Search ProjectPlace for Windows in your program list and click the ProjectPlace icon to launch.
For Mac Users:
- Click the ProjectPlace icon
.
- Select Quit.
- From the OS X Finder, select the Applications folder.
- Double-click the ProjectPlace for Mac icon to launch.
If re-launching the add-on does not resolve the issue, try reinstalling the add-on.
Working with a Blocked ProjectPlace Add-On
A blocked add-on could be the result of a proxy, firewall, anti-virus software, or browser settings.
Proxy
If you are working on a company network that uses a proxy, add the Server Address and Port number to the ProjectPlace add-on. This information can be obtained from your company’s IT department.
The following instructions only apply to the ProjectPlace for Windows add-on.
Make sure https://projectplace-local.com is added as an exception in your Proxy server.
NOTE
Proxy Auto-Configuration Scripts (PAC) is not supported.
- Right-click the ProjectPlace for Windows icon
from the taskbar. Click the Show hidden icons arrow, if the ProjectPlace icon is not visible.
- Click Preferences.
- Select the Network tab.
- Click the Use proxy checkbox and add the necessary information.
Changes to the Proxy password are indicated by a notification that there is no Internet connection. To resolve, click the notification and update the password.
The ProjectPlace for Windows add-on uses port 54402. The port used can be set manually by right-clicking the ProjectPlace for Windows icon in the taskbar. Select Preferences/Advanced and set a port number between 1024 – 66535.
Firewall
When using a firewall, ensure that traffic is permitted for:
- https://projectplace-local.com:<port number used> (loopback)
- https://api.projectplace.com
- https://service.projectplace.com
If none of the above steps can get the ProjectPlace app working, try adding Google's DNS or your preferred public DNS service provider to your network settings. Steps are listed here.
If you need an MSI file to install ProjectPlace for Windows, please contact ProjectPlace Support.
Recovering a Document
If open a document in Edit mode and the changes you made have not been saved to ProjectPlace:
- Make sure you have the ProjectPlace add-on installed.
- Locate the document on your computer:
- Windows: C:\Users\<your Windows user name>\ProjectPlace\Downloads
- Mac: /Users/<your Mac user name>/ProjectPlace/Downloads
- Upload the document manually on ProjectPlace web as a version to the document.
You can also right-click the ProjectPlace App icon from the Windows Taskbar (or Mac Launchbar). Select Preferences and in the window that appears, click the Open folder button. If the document is not located in the ProjectPlace/Downloads folder, go to the Downloads or Recent Documents folder of the application the document was created in (e.g. Microsoft Word, Microsoft Excel, etc). If, however, the document is not saved in ProjectPlace or found on your local computer, it is likely that the document is not saved and in that case, cannot be recovered or restored.
Contact us
If you continue to have issues getting the add-on to work, Please contact ProjectPlace Support.
NOTE
ProjectPlace for Mac and ProjectPlace for Windows need to be manually updated whenever you want to install to the latest version.
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