Vertabase Project Management Support Site

General FAQ's and Quick Project Management Support

For more detailed support, use the help files, online manual or video learning center from within the software. And of course, you can always email us or call us at 888-505-0566.

Documents

1. How do I add documents, spreadsheets or images?
2. How can I find and retrieve my documents, spreadsheets or images?
3. Do you have version control?
4. Can I see previous versions of a document?

1. How do I add documents, spreadsheets or images?

Each project has its own document section. You can also create a general project called Company Documents (or a similar name) and store common documents there. Documents can be any digital asset including documents, spreadsheets or images.

You can add documents from several places within Vertabase.

First, once inside a project you can add files directly from the view project page by clicking the Add a Document button.

You can add documents directly from an individual task in the schedule by clicking the Set link in the documents column of the schedule.

You can also add documents from the Documents section of a project by clicking on Add Doc. in the sub-navigation. Click the Browse button to select a document from your computer or network. To add the document, click the blue Upload Document button.

With each document or asset you can add notes and edit notes on each document. You can assign documents to specific people or groups of people or leave them accessible to everyone.

Email notifications can be sent out when you add documents, change documents or check-out a document. This is great for keeping people in the loop without having to manually send emails.
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2. How can I find and retrieve my documents, spreadsheets or images?

There are many places you can access your documents: Quick Links on the Project List page, a link on the View Project page, from the Schedule itself or from the Documents section itself or from the Search Documents page.

Once you find the document you wish to see, click the document icon to the left of the document name. This will open the document.
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3. Do you have version control?

Yes, Vertabase provides version control. It can be found within the Documents section of a project. Vertabase tracks every iteration of a document, the total number of iterations and comments associated with changes made to a document.

While uploading a document you can choose to keep or overwrite the previous version using the checkbox labeled Overwrite Latest Version. Leaving the checkbox blank will save your uploaded document as a new version. Older versions will remain available for future review or comparison.
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4. Can I see previous versions of a document?

Yes, after saving a document (without overwriting previous versions) you will have easy access to all uploaded versions for editing or adding comments. To see previous versions click the document name. A pop-up window will appear listing all previous versions. Click the document name of the version you'd like to see and it will open that version of the document.
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