Documents & folders
Upload documents / folders
The following article describes how documents and folders can be uploaded to buildagil.
There are different ways to upload individual documents/elements or entire folders.
Directly to the following sections:
Drag & Drop
About upload tab
Synchronize with OneDrive
Troubleshooting during upload
Troubleshooting for automatically shortened file names when saving (3-troubleshoFew readersCreate QR codes for documents
The following article describes how QR codes can be created for documents and folders. When the QR code is scanned, the document or folder linked to the QR code opens.
Create QR codes for documents and folders
When a QR code is scanned, the corresponding document or foldFew readersLink documents
The following article describes the variants to which documents can be linked.
Directly to the following sections:
Copy link from document library
Linking documents from tasks
Document link from OneDrive
Copy link from document library
There are two ways to cFew readersCreate plan sections
The following article describes how plan sections can be created, edited and then assigned to a journal entry, task or comment.
Directly to the following sections:
Create plan section
Use plan section
Create plan section
Plan sections can be included in journal entries and any task types (e.g. Tasks, topics, decisions, etc.).
Create plan section from a task / journal entry:
If a plan section is created in this way, the section is diFew readersVisibilities & authorizations of folders & documents
Customize visibility | Inheritance of visibility on the folder structure | Visibility on individual documents | Visibilities & permissions in detailsSome readersCheck & release documents
The following article describes how a review task can be created. Review tasks enable documents to be reviewed in a structured manner and then released.
As test tasks have almost the same structure as normal tasks, only the differences are discussed here.
How to create a task is described in the following article: Create task
Create test task
To create a check task, the document to be checked must first be selected. The status can then be set to *ReviewFew readersImport documents & folders
Import of documents & folders via upload | Import of documents & folders with GoodsyncFew readersLinks in the folder structure
The following article describes how shortcuts can be inserted in the folder structure.
Directly to the following sections:
Create links
Open shortcuts
Create shortcuts
Links to websites and local and server-side folders and documents can be created in the folder structure of buildagil via links.
To create a shortcut, click on + New and then on Shortcut.
(https://storage.crisp.chat/users/helpdesk/website/d29f517da520580/link-neunjFew readersPlotting documents & plans
Configuration of the plot service | Plotting of PDF documents and plans | Tracking of plotted documentsFew readersRestore documents
Restore a previous version via buildagil | Restore a previous version via OneDrive | Restore deleted documentsFew readersSending documents to external parties
The following article describes how documents can be sent to external persons without access to buildagil.
Directly to the following sections:
Sending documents
View of the recipient
Tracking of sent documents
Troubleshooting
Sending documents
Using the Send externally role, it is possible to make files available to external persons who do not have accSome readersExtended folder designation
The following article describes how to use the extended folder designation.
With the extended folder designation, long folder names can be divided into "Designation" and "Extended designation". The "Extended name" is displayed after the "Name" and is not included in the folder / file path. Long paths can be shortened by using the "Extended name".
In the Project settings under Documents the selection under Extended folder name can be set to Yes toFew readersVersion history for documents
The following article describes how the version history of a document works.
Directly to the following sections:
Show version history for documents
Upload a new document version
Contents Version history
Show version history for documents
As soon as a change is made to a document, the version of the document changes. This makes it possible to display and Restore (/en/article/restFew readersExport documents as Excel
The following article describes how documents and folders can be exported / synchronized into an automatically updating Excel list, which can then be used for further processing.
Export documents / folders
Go to Documents in the project. All documents are always exported and synchronized. This list can then be filtered in Excel.
A "query.iFew readersDownload documents & folders
Download documents & foldersFew readersArchive folder or make it inactive
The following article describes how folders can be archived or set to inactive.
Directly to the following sections:
Archive folder or make it inactive
Archive folder or make it inactive
Folders can be changed from a Project admin to archived or inactive. The "Inactive" status is used if the folder is not currently needed. The "Archived" status is used for older data that is to be baSome readers
