Connection to Projects

Storage is a secure and centralized data repository where your private documents and project documents of your company are stored. The Documentation Management module is connected to the Project Management module. When a project has been created, a folder with the same name inside ‘Projects’ is automatically created.

The ‘Projects’ folder contains project folders (i.e. main project folders) the 'forms', 'matrices', and the 'templates' folder.
 

Storage folders


Main project folders include sub-project folders. When a subproject has been created, a folder with the same name is automatically created inside the parent project folder.

The Storage provides centralized storage for all users in the company. That means that project members can view and access the same content of projects where they are members. Users can work together on projects easier and faster this way.

 

storage and project management

If you selected one of the offered Folder structures when creating the Project, that structure will be automatically created in Storage.

Folder structure in Storage

 

Every project folder contains an ’issues’ folder that is initially empty.

 

storage

 

The content of the ’issues’ folder consists of folders for only those Issues that have files attached.

When we add an attachment to an Issue of a Project, by default, that attachment will be added to the Storage of that Issue. However, we have the possibility to change the storage location of that file and we can do that by clicking on the "Move file to a specific folder" button.

Move file to specific folder

This option is useful if we want to save the file directly in our previously selected structure (regulatory folder structure: MDR or FDA).

Folder structure

Storage of a project will not create an Issue folder (which contains all the files saved in the issues of that project) until we save the first file in the issue. Then the Issue folder will contain subfolders named issue in which the files are saved.

folder structure

 

In each project on Storage, there is a 'Project Plan' folder for project documentation.

 

storage