Add and remove documents to/from a project

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Add and remove documents to/from a project

Adding and removing documents to/from a project

Both operations are implicitly referred to the project indicated by images_triangolino in the Projects tree. Select the correct project before starting the operation

images_Buttons_DBW_BUTTON_ADDTOPROJECT Add documents to a project

Add a document to the current project

Click Projects → Add to project

Add all the documents in a grid to the project currently selected

1.Click the grid, then the images_Buttons_DBW_BUTTON_ADDTOPROJECT button.

2.The user interface allows you to choose which project to add (multiple selections are allowed, the right - button expands a tree list of the project, as for the TreePage)

images_addToProjectUI

3.In the dialog displayed you have to select the documents you want to add to the project and press OK.

images_DlgAddToProject

4.A second dialog asks for a confirmation:

images_addproject

images_Buttons_DBW_BUTTON_REMOVEFROMPROJECT Remove documents from the project currently selected in the Documents Page

Please note that removing a document from a project does not imply neither that the document record is deleted nor that the file is deleted: the document simply does not belong to the project anymore. A document can belong to no project or it can belong to many projects at the same time.

Remove a document from the current project

Click Projects → Remove from project

Remove all the documents in a grid from a project

1.Select the documents and click the images_Buttons_DBW_BUTTON_REMOVEFROMPROJECT button.

2.A dialog allows you to choose the project from which the document will be removed. The list of projects includes only the projects containing the document (the right - button expands a tree list of the project, as for the TreePage)

images_RemoveFromProjectUI

3.In the dialog displayed you have to select the documents you want to remove from the project and press OK.

images_DlgRemoveFromProject

4.A second dialog asks for a confirmation:

images_removefromproject

Projects and working sets

From the Documents Page or the Tree page you can multi-select documents, choose Create Working set function to switch in the Query page and then add/remove the working set documents to/from the currently selected project.