Create & edit documents
Create documents
Word and Excel files as well as OneNote notebooks can be created directly in the folder structure via "Create". PDF documents can be created directly Uploaded. Write permission is required on the parent folder for these actions. At the top level, this right is reserved exclusively for project administrators.
Document creation, file upload, file storage, document management, project documents
Editing documents
Documents can be edited if you have write access to the respective folder. You can find more information on this in the article: Visibilities & authorizations of folders & documents. The options available depend on the document type. Office documents can be opened and edited Locally in one program or online. PDF documents can also be opened and edited Local or Online. Further actions can be carried out via the options. Documents can be Linked to reference them directly in other elements. In addition, Tasks & topics can be created, which are automatically linked to the document. Documents can also be sent to External contacts sent to be delivered to people who do not have access to buildagil. With a status change of documents Test tasks can be created. In addition, a Version history is available, which can be used to check previous versions or Restored. Documents can also be renamed, moved or deleted. Deleted documents end up in Recycle bin and can be restored from there.
Documents can also be categorized in the folder structure. Assigning categories makes the search easier and enables targeted filtering so that relevant documents can be found more quickly. Categories are defined and edited in the Project settings. In addition to the editing functions, further information can also be seen in the overview. This includes the file size, the modification date with details of the person responsible and the creation date with the creator. In this way, it is always possible to see when and by whom a document was created or last modified.
Document management, file editing, file modification, document sharing
Updated on: 11/09/2025