NOTE: Documents is an additional module, if you do not have this option on your Projects page, speak to CMAP support to discuss how to add this onto your CMAP Subscription.
Documents Main Page Explained
The Documents Module enables you to upload documents relating to a Potential Project, a Live Project and also in the HR Module.
You are able to create bespoke folder structures to make sure your documents are grouped and organised.
To create a new folder, click on the folder icon on the right-hand side of the page.
The following box will appear
Simply add the name of your folder and click save. You can add as many folders as you need to build your bespoke folder structure.
Creating New Documents & Uploading Documents
You can upload documents by clicking on the upload icon underneath the project code and title and then by browsing for a file and clicking the Upload button.
If you want to create a new document from a document template, this can also be done in CMAP. Click on the New button on the top, left hand side of the page. The following box will appear.
The document will then be created.
New document templates can be added to CMAP using the Document Templates admin tool.
The Actions menu can be found underneath the project code and title in the top right-hand corner.
If you click on the Actions menu, a list of options will appear which gives you the ability and flexibility to perform various editorial tasks.
Downloading, Check-in/out & Unlock
To Download or Check-Out the file you can either click into the Actions menu, or if you click on the title of the document the following box will appear
When you Check-out the file, you can edit it, Save it and then check it back in. The document is listed as Checked-out, with the name of the person and when it was Checked-out to flag to other users that the document is being edited.
To Check In the file, tick the box next to the file you wish to Check-in and select Check- in in the Actions menu. You can then locate your saved file and upload it back on to the system.
To Download a copy of the document, simply click on Download a copy or Download to zip in the Actions menu depending on your requirements, the file will then be saved to your computer.
These options are all accessible via the Actions menu. Simply check the box next to the document that you wish to rename, copy, move or delete and select the relevant option in the Actions menu.
When you select to rename a document, the following box will appear
When you select to Copy or Move a document, the following boxes will appear. Simply select the folder you want to Copy or Move the document to.
If you wish to delete a document, you will be prompted to confirm you are sure that you wish to delete the document. Select Yes and the file will be deleted.
The Document History allows you to view the different versions of the document that have been Checked In, who amended the document and on what date.
You are able to email your document straight from CMAP, simply select the Email option from the Actions menu, complete the relevant fields and click send.