Setting up the Document Library in Acuite is quick and easy.
Please note that the Document Library feature must be activated for your license. Contact us if you're interested in enabling it.
Permissions
Access to the Document Library is controlled by the 'Can access Document Library' permission. To make it visible to users, this permission must be set to "Allow" for the relevant permission group in System Settings > Permissions.
If a user has this permission enabled, the Document Library will appear in their menu. If not, the Document Library will not be visible at either the project or portfolio level.
Add a Document Type at the Licence level
Document types can be configured at the license level and will be applied to all projects, ensuring a consistent set of documents in each project's Document Library.
At the licence level, click System Settings
Click Document Types
Click the Document Library tab
Click Add Document Type
Enter the document details
Name
Description
Require document upload each month?
If you check this box, a new version of the document will need to be uploaded at the project level each month.
Restrict access to KPI
You can associate a KPI with this document to control access more precisely. For instance, if you select "Cost" from the dropdown menu, the document will be linked to the "Cost" KPI. This means that users without permission to view financial data will also be restricted from accessing this document. This feature helps ensure that sensitive or specific documents are only visible to authorized personnel based on the defined KPIs.
The document will appear on the dashboard with a padlock icon next to it, indicating that the user cannot open or download it.
Add a Document Type at the Project level
Document types can be configured at the project level to accommodate project-specific documentation needs.
At the project level, click Project Settings
Click Document Types
Click the Document Library tab
Click Add Document Type
Enter the document details
Name
Description
Require document upload each month?
If you check this box, a new version of the document will need to be uploaded at the project level each month.
Restrict access to KPI
You can associate a KPI with this document to control access more precisely. For instance, if you select "Cost" from the dropdown menu, the document will be linked to the "Cost" KPI. This means that users without permission to view financial data will also be restricted from accessing this document. This feature helps ensure that sensitive or specific documents are only visible to authorized personnel based on the defined KPIs.
The document will appear on the dashboard with a padlock icon next to it, indicating that the user cannot open or download it.
If you add a document type at the project level and mark it as required, it will not appear as a required document in the portfolio Document Library. It will only be visible at the project level.