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Hi,
We need to manage documents on project task. On project task entity, we checked on checkbox documents. And on SharePoint, we enabled documents management to project task. But when we open project task form, we can not find document tab. Do we miss somethings?
Hi Partner,
If you are using PSA 2.x version then you can try the mentioned steps:
Keep project-related documents organized by adding them to your project.
Go to Project Service > Projects.
Click the project you want to work on.
In the bar across the top of the screen, select the down arrow next to the project name, and then click Documents.
Enter a name for the document in Name, and then copy the URL from the document’s SharePoint location to Document Location.
Click Save.
However If you are using PSA 3.x then you can try the steps mentioned here:
Go to Project Service App > Projects.
Screenshot for reference:
Thank Akash,
We could attach documents to Project, but we could not find the documents tab on Project Task. Although SharePoint created Project Task folder.
Hi Akash,
Thanks for your answer. However, i am not able to find the document option from the "related" tab in my trial instance. May i know if the document upload function can only be enabled after setting up sharepoint integration?
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