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The document list in a project


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 10.0 All support articles | InLoox 10 for Outlook Documents Organize project-related documents The document list in a project

You can drop all important documents regarding your project in the document list. How to open the document list of a project:

1. Click on the InLoox PM or InLoox now tab and then click on Projects.

2. Double-click to open an existing project.

3. To open the document list, click on Documents in the Start tab. 

The document list in a project

Preview of internet URLs

In addition to file types such as Word, PowerPoint or Excel, stored web page URLs can now also be previewed in InLoox. You can even browse the website directly in InLoox - no need to open an extra browser window.

InLoox for Outlook: Documents

 

Features on the Edit tab

Selected features on the edit tab

For more information on user permissions browse the articles how to set user permissions and user permission options.

 

Features in the View tab

Selected features on the view tab

 

Features on the Settings tab

The Settings tab in InLoox now! has a different design than in InLoox PM. Reason for this are the different storage places. In InLoox PM your documents are saved on your file or SharePoint server, whereas in InLoox now! the documents are stored in the cloud.

In InLoox PM

Selected features on the settings tab in InLoox PM

For more information on the document folder path, see Save and edit the document folder path (Only for InLoox PM).

 

In InLoox now!

The Settings tab in InLoox now! only displays the occupied storage capacity in the cloud as a percentage.

Selected features on the settings tab in InLoox now!

 

Features in the context menu

The context menu provides you with all important core features that are also included in the Ribbon. To open the context menu right-click on any point in the document list. 

The context menu in the document list

 

Information rules

Document folder view

Preview area