General introduction File Management

Modified on Tue, 30 Jan 2024 at 08:50 PM

The File Management functionality is designed to allow users to upload files to a group, which can be downloaded and managed in terms of versions. For example, the Site Selection Plan, the outcome of the pre-selection list, kick-off meeting agenda, and meeting notes. Users can easily track changes made to a document and download the latest version.


For the File Management functionality, these are the key features:

  • File Upload: Users can upload files to a group by selecting a file and providing a name, description, type, version, and any other relevant information.
  • File Download: Users can download documents from a group by selecting the document and downloading the latest version.
  • File Versioning: The system will manage document versions based on document type, version, and users can view a history of changes made to a document.
  • File Search: Users can search for documents based on name, description, type, and any other relevant information.
  • File Permission Management: Users can control access to documents by assigning permissions to team members.
  • File Auditing: All changes made to documents, including upload, download, and versioning, will be audited to maintain a history of changes.


The file library overall overview provides users with a comprehensive view of files and resources. This overview is designed to simplify file management, allowing users to easily organize and track their assets within the Document Management module. 


The overview displays essential file details such as: 

  • File name
  • Category
  • Status
  • Uploaded by
  • Created on
  • Updated on
  • Updated by
  • File type
  • File size.


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