1 Introduction
1.1 About ZenTao
1.2 Introduction PPT
1.3 Technical Support
1.4 Follow Us
2 Installation
2.1 Choose the Right Installation
2.2 ZenTao Cloud
2.3 One-click Installation for Windows
2.4 One-click Installation for Linux
2.5 Installation with Lampp
2.6 Source Code Installation for macOS
2.7 XAMPP-VM Installation for macOS
2.8 XAMPP Installation for macOS
2.9 Source Code Installation (for all systems)
2.10 Set up Virtualbox for ZenTao
2.11 Softaculous Service
2.12 Integrate Zdoo
2.13 Install Ioncube
3 Update
3.1 Update ZenTao
3.2 Update by Source Code (for all systems)
3.3 Update for One-Click Installation for Windows (xampp)
3.4 Update for One-Click Installation for Linux
4 Users and Groups
4.1 Company Structure
4.2 Add a User
4.3 Batch Manage Users
4.4 Groups and Privileges
5 Quick Start
5.1 Project and Task Management
5.2 Bug Tracking
5.3 Product Management
5.4 Todo Management
6 Basic Application
6.1 Basic Workflow
6.2 Agile and Scrum
6.3 ZenTao and Scrum
6.4 ZenTao Tutorial for Rookies
6.5 Create a Product
6.6 Create a Story
6.7 Create a Project
6.8 Confirm a Story
6.9 Decompose Stories into Tasks
6.10 Report a Bug
6.11 Manage Contacts
6.12 Customization
6.13 Import Excel, CSV Files
6.14 Document Management
6.15 Operation Mode
6.16 Points
6.17 Required Field
6.18 How to check privilege settings in ZenTao
7 Advanced Application
7.1 Workflow
7.1.1 ZenTao Workflow
7.2 Individual management
7.2.1 My Todo
7.2.2 My Task, Story and Bug
7.2.3 My Profile
7.3 For Product Owner
7.3.1 Manage a Product
7.3.2 Manage a Product Line
7.3.3 Create and Review a Story
7.3.4 Change and Review a Story
7.3.5 Status and Phase
7.3.6 Story Writing
7.3.7 Product Module
7.3.8 Release Plan
7.3.9 Create a Release
7.3.10 Roadmap
7.3.11 Documents
7.3.12 Planning Meetings
7.3.13 Daily Scrum, Review and Retrospective Meetings
7.3.14 Story Reports
7.4 For Project Manager
7.4.1 Create a Project
7.4.2 Set up a Team
7.4.3 Confirm a Story
7.4.4 Story Breakdown
7.4.5 Daily Standup Meetings
7.4.6 Check Project Progress via Burndown Chart
7.4.7 Check Project Progress via Lists
7.4.8 Review and Retrospective Meetings
7.4.9 Basic reports on tasks
7.5 For Development Team
7.5.1 Project planning meeting and task breakdown
7.5.2 Claim tasks and update efforts
7.5.3 Kanban and Tree Diagram
7.5.4 Build
7.5.5 Test Request
7.5.6 Resolve a Bug
7.5.7 Documents
7.5.8 Confirm Bugs
7.6 For QA Team
7.6.1 Defect Management
7.6.2 Report a Bug
7.6.3 Verify and Close a Bug
7.6.4 Activate a Bug
7.6.5 Find a Bug
7.6.6 Test Case
7.6.7 Create and Review Test Cases
7.6.8 Test Suites, Public Case Libs and Reports
7.6.9 Manage Test Requests
7.6.10 Run Cases and Report Bugs
7.6.11 Reports
8 Configuration
8.1 Maintain ZenTao
8.1.1 Initialize scripts
8.1.2 Data Backup
8.1.3 Recover the Deleted
8.1.4 Update Burndown Charts
8.1.5 ZenTao Remote Host
8.2 Deploy ZenTao
8.2.1 Guest Login
8.2.2 Email Notification
8.2.3 Set Super Admin
8.2.4 Static Access
8.2.5 Remove "zentao" from URL
8.2.6 Integrate SVN
8.2.7 Integrate Git
8.2.8 Integrate Webhook
8.2.9 Integrate Xuan.im
8.2.10 Integrate Zdoo
8.2.11 Integrate Third-Party Application
8.2.12 Translation Add-on
9 Customization
9.1 ZenTao Customization
9.2 ZenTao Directory
9.3 Locate and Change Files
9.4 ZenTao Database Structure
9.5 Common Modules
9.6 Add Features to Menu
9.7 Set Privileges to Modules
9.8 Examples: modify language prompt
9.9 Examples: set priority when creating bugs
9.10 Editor
9.11 ZenTao Packaging Standards 1.1
9.12 Feature Limitation
10 Misc
10.1 About Third-Party Code
10.2 Support ZenTao
10.3 ZenTao Service
10.4 Acknowledgement

Documents

2015-09-11 10:13:58
azalea
5265
Last edited by John Ten on 2018-11-14 16:34:57

ZenTao has the basic document management which functions as a complementary to cover processes that are not provided in ZenTao. There are three types of the document library in ZenTao, product document library, project document library, and custom document library. Product document library can be used to save documents that are generated at the product level; project document library to save documents at the project level, and a custom document library to save documents, such as knowledge base and company management norms.


1. Manage Category

Go to Doc and you will see all the Doc Library.



2. Add a document

Go to DocLib you want to add a doc to, and click “Create” to enter the page of creating a document.



Then you will see the page to add a doc below.



  • There are two types of documents, webpage and URL.
  • If choose URL, there will be a box to add URL.
  • You can upload an attachment, if you choose URL as the type of the doc.
  • Use the rich text editor to write webpage doc.
  • Access control can be set when adding a doc.

3. View documents

After adding a document, you can view the document lists in the library. You can also check all the documents linked to a product by going to Product->Doc.


    Comment List
    Richard Cooke 2016-11-15 02:58:07
    How is a document update? I added a Sales Brochure to my Product. After a review meeting, I have a new version to replace the existing one.
    tengfei 2016-11-15 09:20:05
    You can just delete the attached file, Sales Brochure, and upload a new one. If this is not answering your questions, please send a screenschot to renee@cnezsoft.com.

    Which version of ZenTao you use? Maybe you can try to upgrade it to the latest version 8.3 (http://www.zentao.pm/download/27.html), which document management has been enhanced.
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