Documentos

The Documents module allows you to write or upload documents directly to the project.

Nota

Please note that this module only allows you to manually write or upload documents directly to a project. For more advanced functionalities, please take a look at the file storages integrations.

Document index

To use the Documents module, make sure it is enabled in the Project settings of your project (Project settings → Modules).

Once it is enabled, you can navigate to the Documents module in the sidebar of your project to get to the Documents index that lists all available documents:

Documents index lists of all available documents in an OpenProject project

The Documents index page lets you:

  1. View all documents
  2. Filter by document type
  3. Quick-filter the list of documents based on the document title
  4. Add a new document
  5. View a list of all available documents, including their type and the date they were last edited

A document in OpenProject can be:

  • a text written directly in the editor of a document
  • a file uploaded and attached to a document
  • both a file uploaded and attached to a document, with a text note that describes it

View a document

To view a document, simply click on the name of a document in the index. You will then see the document:

Viewing a document with an attachment in OpenProject

A document has:

  1. A title, a category and creation date
  2. Edit and delete buttons
  3. The description of the document (or the document text itself)
  4. Archivos adjuntos

Añadir un nuevo documento al proyecto

To create a new document, click on the + Document button.

Create a new document in OpenProject Documents module

In the form that appears, select the document category, give it a title and an optional description. You can optionally also attach a file to the document.

Please note that that these document categories are created by the administrator of your instance.

The uploaded documents are visible to all project members who have the necessary permissions.

Nota

There is no versioning of documents. An edit of any field or the contents of the document is visible to all members.

Editar o eliminar un documento de proyecto

Puede editar o eliminar documentos en cualquier momento. To do that, click on the Edit button when viewing a document. This will take you to edit view:

Edit a document in OpenProject Documents module

Preguntas más frecuentes (FAQ)

¿Existe un límite de tamaño para subir documentos en OpenProject Enterprise Cloud?

En OpenProject no hay límite en cuanto al número de archivos que puede cargar y con los que puede trabajar en OpenProject. Solo existe una restricción en cuanto al tamaño máximo del archivo: un archivo puede tener un tamaño de hasta 256 MB.