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This article applies to Projectplace Enterprise and Projectplace Team Edition/Multi. Read about our different plans.
Planview Customer Success Center

About document management in Projectplace

Use Projectplace for your project documentation to give all project members easy access to the latest version of documents, wherever they are and whenever they need it. You can also share documents with any project stakeholder, whether the person uses Projectplace or not.

Keep a central document archive in the Documents tool where you can collaborate on documents with no fuss, safe and secure. If needed you can restrict access to certain folders.

You can keep discussion and comments around documents in one place instead of keeping track of several email threads. By using the version management feature you can always go back to any previous version - no changes are lost.

There are a number of ways you can keep track of changes to documents, including the complete history of documents with information who has read or changed it and when, keeping you in full control.

There is also a powerful review function that lets you gather feedback on documents in a structured way.

Not only do you get a powerful document archive. You can also link to documents in the document archive from your cards, activities and conversations, keeping all information needed to perform a task in one place.

On the Document management overview you will find all information and help available on managing documents in Projectplace. 

 


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