The Document List displays all of the documents in the current project that you have access to view. If you are allowed to view private items then any documents marked as private will have an eye icon next to the name. The star icon to the left of the document name will be gray if you have not marked the document as starred or orange if you have. You can click on the star icon to toggle whether or not the document is starred by you. Starred items will display on your Dashboard.

You can see all documents that have been either uploaded directly to a project or that have been indirectly added to a project (by being attached to a ticket or a comment on some item within the project.) Document details will show you more information about a particular file including the name, what it is associated with, the type of file it is, the size of the file, and when it was last uploaded as well as what version of the document it is.

document-list

Attachments

Each document will show details about that particular document and if it is an image file it will show you a preview of the image. If the file was attached to an item you will not be able to edit the file directly but will only be able to download it from this screen. Attached files are easy to recognize because the checkbox at the start of the line is replaced with a paperclip to signify that it is an attachment.

document-list-attachment

Quick Jump

The Quick Jump feature allows you to jump to a specific document simply by starting to type the name in the Quick Jump box located next to the Alpha Filter. If you have many documents, the Quick Jump will save you the time of having to scroll through pages of documents to find the one you want.

document-list-quickjumpAlphanumeric Filter

Clicking a link in the Alphanumeric Filter will filter the list by documents that begin with that letter or number.

alphanumeric-filter

Creating or editing a document is very straightforward. The image below shows the various fields allowed when creating or editing a document.

Setting a document to private will restrict it to those users that are allowed to see private objects. You can assign the document to a particular milestone as well. Should you need to you can dynamically create the milestone at this point.

If this is a new document you will be able to select either an existing file (from your file repository) or upload a new file.

The file repository path is defined in the administrator control panel. Typically this would be set to a sub directory of your images/stories folder.

Once a document has been created you would change the file associated with it by simply adding a new version. Adding a new version of a file is done from the document view screen.

A document layout shows you several key elements about the file. Most noticeable is the fact that if the document is an image file the page shows a large preview of the graphic with the option to download immediately simply by clicking on the graphic.

The options menu at the top allows you to also download the latest version as well as create a new version.

When creating a new version a form will slide into place at the top of the page (see below) that will allow you to add a new version of the file.

JForce allows for file versioning and will keep track of all previous versions of a file. When there are previous version of a file these versions show below the large preview window.

JForce also allows you to copy documents across projects. The options menu at the top right (see graphic above) will allow you to Copy Document. When copying a document you will see a modal window that looks like the following:

Here you can name the new document and select the project you want to copy the document to.