Teamwork documents can be related to a contact, a task or a project.
Digital mail distribution through document references
When documents arrive in the company, they need to be distributed to the processes, departments, projects and processors involved.
The best way to do this in Scopevisio is as follows:
In TEAMWORK-DMS, documents can be pre-sorted centrally into collections, e.g. project documents into a collection Project xy.
A competent processor, e.g. the project manager, can then assign the documents to the appropriate reference objects:
The contract documents to the project
The work documents to the tasks
The customer-related information to the contact
Set reference
Select one or more documents in TEAMWORK and right-click on them.
Select the menu item Reference > Edit document references to display a list of possible reference objects.
Manage references
You can add or cancel references in the following form.
Select the type of reference.
Select a desired reference.
Click on Assign.
or...Select a reference that is no longer required.
Click on Cancel assignment.
Note: You can also access the document references via System menu > System administration > DMS Teamwork > Edit document references.