Editing Documents for Work Packages and Work Items

You can use the Documents tab page of the My Work Packages or the My Work Items application to edit and store documents.

Prerequisites

  • You have started the My Work Packages or the My Work Items application.

  • You have selected the work package or the work item.

Procedure

  1. On the Documentation tab page, on the Documents sub-tab page, choose a Solution Documentation structure element or process diagram to display the documents stored in the structure element in the Documents table.
  2. Double-click on a document to download the document file to your computer.
  3. Change and temporarily store the document on your computer.
  4. Drag and drop the changed document from the local storage to the Documents table.
  5. Decide if the changed document is stored as a new version and replaces the existing version or as an additional document:

    • To save the document as a new version and replace an existing version, choose New Version.

    • To create an additional document out of the upload, choose New File.