Summary: Learn how to create and manage project documents, use document templates, organize content with document libraries, and access project attachments.

Catalog

Sanplex includes built-in document management in the Project module.

Under Document, you can create documents directly, create documents from templates, import documents, create Word, PPT, and Excel files, and create document libraries.

At the project level, documents are organized into project document libraries. A main project library is created automatically, and additional libraries can be created as needed.

The Attachments page provides a centralized list of files uploaded or attached to project-related content.

I. Create Documents

1. Create a document directly

Go to Project > Select a Project > Document.

Open the Create dropdown. The available options include:

Create Document
Create By Template
Import
Word
PPT
Excel
Create Library

The Document page showing the Create dropdown with options for creating a document, using a template, importing content, creating Office files, or creating a library.

To create Word, PPT, or Excel documents, configure the related Office conversion settings under Admin > System > Office > Office Conversion.

The Sanplex administration page for configuring Office Conversion, which supports the Word, PPT, and Excel document creation options available in project documents.

To create a document directly, select Create Document. On the page that opens, enter the required document information and content.

The Create Document page for entering document information and content before saving a new document to the selected project document library.

Click Save to create the document. The saved document can then be opened from the document library.

A project document opened after creation, showing the saved document content and the available document viewing and management controls.

2. Create a document from a template

You can also create project documents from available templates.

Go to Project > Document, open the Create dropdown, and select Create By Template.

The Project Document page showing the Create By Template entry used to open the template-based document creation workflow for the current project.

From the template window, select the appropriate available template to begin creating the document.

II. Create a Document Library

A main project document library is created automatically for each project.

Additional document libraries can be created to organize documents for different purposes, teams, or work areas.

Go to Project > Document, open the Create dropdown, and select Create Library.

The Project Document page showing the Create dropdown and the Create Library option used to start creating an additional project document library.

Complete the library information and access settings on the Create Library page, and then click Save.

The Create Library page for entering the document library information and configuring the settings used to create a new library within the current project.

After the library is created, it appears in the document library list on the left side of the page. Select a library from this list to switch between project document libraries.

The Project Document page showing the document library list on the left, which allows users to select and switch between available project document libraries.

III. Attachments

Files uploaded or attached to project-related content are collected under Attachments.

This can include files such as:

images uploaded through rich text editors
files attached to project documents
files attached to project releases
files uploaded from supported create and edit pages

The Attachments page displays uploaded files in a list for centralized access and management.

The project Attachments page showing uploaded project-related files in a centralized list for users to review and access from the Document module.