Upload Documents and Track Versions in Files

Document Management occurs in the Files tab of any Object Record.

Folders are grouped at the top in the grey bars.

Files are below the folders in white bars.

Files - Folders and Files

⚙️Steps

Navigate to the Files tab in any object record.
Select Upload File
Select a file from the document browser.
Select Open and the document will be uploaded to the Files tab.
Anytime a document is uploaded with a new file name, a new document within the workspace Files tab.
Anytime a file is saved with the same file name, a new version will be tracked in the workspace.

Within a document preview, document versions will be displayed in two tabs: Documents and Integration Documents.

Documents will display a version number, a category, a created by user name, and a creation date.

Version Number: Assigns a unique sequential number to each new version.

Category: Indicates how this new version was created, either through a reforecast or by publishing from the Excel Add-In.

Created By: Shows which user generated the version, either via the Excel Add-In or through a reforecast.

Date: Displays the date on which the version was created.

The Integration Documents tab will track system saves through document management integrations.

Version Number: Assigns a unique sequential number to each new version.

Storage: Identifies the integration source that generated the version.

Created By: Shows which user generated the version, either via the Excel Add-In or through a reforecast.

Date: Displays the date on which the version was created.

Documents can be uploaded to the Files tab of any object record. Document versions are captured and tracked in the workspace so there is a record of previous versions.