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Document Management is required in order to handle the large number of documents in form of
- Project planning documents
- Architecture of the project
- Implementation documents
- User documents
- Product images/logos
- Requirements Specification Documents
- Storage
The documents are stored in such a way that the members in the project can access it easily whenever required.Folder can be created and files can be uploaded & organized easily.
- Versioning
Zoho Projects supports versioning wherein same document can be uploaded with changes many times and each time the document is uploaded a unique version is assigned to it. The documents will have revision numbers to show the changes made by different users at different periods of time and any version of document can be downloaded at any time.
- Search
You can also search the documents using the document tag based search. You can type the tag name to search a document under a particular project.
- Tag
You can use tags to mark any document for easier identification or for future reference .To create a tag, you need to enter the tag name in the File tags field while uploading a document.This attaches the tag to the uploaded document.
- Backup
Documents are backed up on daily basis. We have a automatic file recovery system, from which files can be restored in case of failure.
- Tag Cloud
The list of all the tags of various uploaded documents are displayed under the Tag cloud, most referred ones under popular tags.
- Create/Delete Folder
On the right side of the screen, you can see the Add button next to folders name displayed. You can use this to create more folders. To delete a folder, use the delete button next to the respective folder names.
- Move File
You can click on the version number displayed to upload the latest version, move the document to another folder or delete the document from here.
- Disk space usage stats (for the account, for the user, for folders as shown in the below screenshot
Zoho Projects now comes with a feature which can give you the statistics of the amount of disk space utilized. This can be obtained from the 'Documents' tab where you find out the disk space used the users, or the disk space utilized for folders. This statistics is useful to eliminate any unnecessary folders or documents which occupy the disk space, so that it is used optimally.
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