How to Update Project Documents

The purpose of this article is to explain how a user can update Project Documents within TP CDE.

Select Document

You can always update documents on the platform. This is especially useful for documents that require updates, such as a list of attendees, schedules or cost calculations.

The filters always display the latest version of a document, but it is possible to access earlier versions of a document by selecting the History icon next to the Version Number, highlighted below.
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Firstly, select a filter according to what kind of document you want to edit. Choose either a public document under 1) All public Documents, or a non-public document under 2) My Documents.

You can now see documents you have access to under the chosen filter. You can further specify your search by selecting different criteria in the boxes above the list of documents, or by creating personal filters.

 

Click the small arrow next to the History icon and select Update Document.
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Update Document

You can now access the document form whereby you can edit and update the properties of the document, change attached files, or attach additional files. Some properties may be fixed and therefore cannot be changed.

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Screenshots are an example. The interface of your platform may look different, but the processes remain the same.

Some of the functions shown may differ slightly depending on the release version of your project room.

Need further help? Contact our Support Team