The Essential Project Forum

Hello,

Sorry, can you tell me if there is the possibility to upload files inside EP, on the process summary sheets? I'd like to upload documentation in excell or power point format; how can I do?

I'm trying to understand the potencial of this platform, sorry for my several questions.

Thanks for the support.

Julian

Julian,

We link to documentation rather than store in Essential. We can embed images or, more usually, link to documents that are held externally, in say SharePoint or on a fileshare. The meta model is as below:
Red is the class, blue is the slot to use. The red shape with with yellow triangle can be any instance in the repository and should be your starting point.

Note: The 'External Reference' slot on the External Reference Link instance holds the path to your document

Hope that helps

John