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
Drag & Drop
Drag the file / folder from your storage location to the desired diSome 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, theFew 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 diSome readersVisibilities on the folder structure
The following article describes how the visibility of folders in the document structure can be adjusted and checked in order to control the visibility of documents, files and folders.
Directly to the following sections:
Customize visibility
Inheritance of visibility
Visibility / authorization check
Customize visibility
In the folder structure of buildagil, the visibility of folders and theSome 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 statFew readersImport documents & folders
The following article describes how to import data from documents & folders to buildagil.
Directly to the following sections:
Data import of documents & folders with GoodSync
Data import of documents & folders with GoodSync
GoodSync makes it easy to import documents & folders to buildagil. We recommend GoodSync for data migrations where a large number of files need to be uploaded to buildagil.Few 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-neunjSome readersPlotting documents & plans
The following article describes how to configure the plot service for buildagil in order to print PDF documents and plans from a plot service.
Activate plot service
Plot PDF documents and plans
Tracking of plotted documents
Activate plot service
The plot service for buildagil can be configured in the project settings under plot service.
First, the plot service must be activatedSome readersRestore documents
The following article describes how the previous versions of a document or deleted documents / elements can be restored.
Directly to the following sections:
Restoring a previous version via buildagil
Restore a previous version via OneDrive
Restore deleted document / element
Restore a previous version via buildagil
As soon as a change is made to a documenFew 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 foldeFew 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 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 (https://knowledge.Some 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. You can then use filters to set which documents / folders are to be exported. Only the visible documents are included in the list after filtering. Once the filters have been set, click on the Export icon.
(https://storage.crisp.chat/users/helpdeFew 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 required. The "Archived" status is useSome readers
