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. Anexos

Adicionar um novo documento ao projeto

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 ou eliminar um documento de projeto

Pode editar ou eliminar documentos em qualquer altura. 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

Perguntas frequentes (FAQ)

Existe um limite de tamanho para carregar documentos na edição OpenProject Enterprise na nuvem?

Não há limite no OpenProject em termos do número de ficheiros que pode carregar e trabalhar no OpenProject. Existe apenas uma restrição em termos do tamanho máximo do ficheiro: um ficheiro pode ter um tamanho de até 256 MB.