Sanplex includes built-in document management in the Project module.

Under Docs, you can create documents in multiple formats, create document libraries, or quickly create documents from templates.

At the project level, you can view documents in the project’s main library. You can also create additional project document libraries as needed.

Under Docs, you can also view files in the project attachment library in either list view or card view.

I. Manage the Library Structure

It is recommended to set up the document library structure first.

Click Manage Structure, then enter the library name and short name in the dialog.

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II. Create Docs

1. Create a doc directly

Click Docs > Create Doc.

You can create Rich Text, Markdown, Link, Word, PPT, Excel, or a Document Library.

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To create Word, PPT, or Excel docs, you first need to enable and configure the related feature in Admin > System > Office > Office Conversion.

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The following example uses a Markdown doc. Select Markdown and fill in the required information on the page that opens.

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Click Save to create the doc.

You can then view the newly created doc and check its revision history under History.

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2. Create a doc from a template

First, go to Admin > Customization > Configuration > Template Types and add a document template type.

The default template types are currently intended for Waterfall projects. For Scrum projects, you need to add a template type first.

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The example below shows an Agile project document template type that has been added.

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After adding a template type, you can go to Admin > Global Settings > Doc Templates to create your own templates.

For example, after creating a Rich Text doc template successfully, you can use it in the project to create docs from a template.

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Click Project > Docs > Create from Template in the upper-right corner to open the doc creation page.

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Select the template type and template you created earlier. The body content of the doc will be filled automatically with the content from the template.

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View the doc created from the template.

You can also use actions such as Full Screen, Edit, Delete, Favorite, Import to Best Practice Library, and Import to Best Component Library.

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III. Create a Document Library

After a project is created, a main project document library is created automatically.

In addition to the main library, you can create other project document libraries as needed.

Click Docs > Create > Create Document Library to create a custom document library and configure its access permissions.

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Click Save and the system will automatically open the new library.

Click the library name to switch libraries from the document library tabs.

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IV. Attachment Library

Files uploaded as attachments can be found in the Attachment Library, including:

• images uploaded in the rich text editor for tasks under executions in the project
• files attached to project docs
• files attached to project releases
• files uploaded on create and edit pages

The Attachment Library supports both list view and card view.

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