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How to Manage Documents for a Project

 In the coming release of Calem Enterprise R2019b, a "Document" tab is added to the Project module to track documents for the project. The steps to record docs for a project are:

  • Create a project record (Menu path: Project module | Project List | Create)
  • Save the record, the project form is shown for the record just created.
  • Go to "Document" tab to add docs uploaded from document module to the "Document" list. Click "Create" (+) button to launch document lookup screen add docs. You may add multiple docs from the lookup screen.
  • You may also attach files in the "Attachment" list for the project.

 Additional, comments about the project can be added in the "Comment" tab.

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