Files in a project serve many different purposes:
The process of adding files to the Documents & files page depends on the contributor's permissions. Observers and Content Developers can suggest new files which must be reviewed and approved by the Project owner before they are posted for viewing by all project members and guests. Developers can add files directly into the project.
Often, project files require team collaboration. One team member may post a draft for other members to review, edit and post updates. Once a file is obsolete it needs to be archived and, possibly, removed from view by the Project owner.
Contributing members of a project can create new files or folders by using the Add new folder or Add new file links. Non contributing members, such as Observers suggest new files or folders by using the Suggest a folder or Suggest a file links. Suggested items must be approved by a Project owner before they are visible to other users.
When creating a file you will need to define the following:
At any time, you can use the Edit link to modify the file title, description, or other fields, or you use the Delete link to remove the file. If your suggested file is not approved, you will receive an email notification with the reason for this action.
A file can be textual content, a file from your local directory or a link to a URL. Each of these types has distinctive characteristics:
To add or suggest a new document:
NOTE: If you are using HTML in a Text type you can select the HTML Source from the drop down to have the document properly rendered in the browser.
The collaboration process can be tracked using the file status. Marking the status of a file allows project participants to easily identify which files are available for collaboration (for instance, Draft files), have been reviewed or are no longer applicable. Project members with an item in process can flag the file as reserved for editing. When other project members view this file they will see that it has been reserved by you and the date you intend to release your reservation. Setting the reservation type to "strict lock" prevents others from editing the document during the reserved period. The Project owner will still be able to edit the document; however, all other members will have read-only access until the reservation is released. Setting the reservation type to "advisory warning" does not prevent others from accessing or altering the document. Before you update a document with your changes it is a good idea to make sure that no one else has made any changes since your reservation.
To reserve a file :
The name of the reserving user appears in the Reservations field in-line with the file. The reservation will remain in effect until the Until date passes.
To remove a reservation:
To view project files, from any project page click the Documents & files link on the left navigation bar. The Documents & files page displays files organized by folders. You can use the + and - icons to expand or contract the folder display to access subfolders.
The tree view shows 2 counts next to each folder. The first count is the number of documents directly underneath the folder. The second count is the total number of documents directly underneath the folder plus any documents that live in any child folders. For example, "Folder 1 (1,5)" means that there is 1 document in Folder 1, and 5 total documents in Folder 1 and all its child folders. Empty folders show a file count of (0,0).
Note: The file count includes reserved files, suggested and pending files, and locked files.
The table to the right of the folders contains a list of files available within the currently active folder. To change the active folder, click on the folder name. Files are shown ten at a time with links at the bottom of the page for browsing through further pages of files. Clicking on the name of a file will show its contents.
Note: Only those files to which you have view access are included in the file count for each folder.
Alternatively, if you need to share a file with another user you can send a URL to the location of the file. To do so, navigate to the document and cut and paste the location into your communication.
Attributes for each file appear in-line with the filename. Information available for each file includes:
NOTE: files in locked projects can not be edited, they are read-only.
Similar to files, folders have attributes. Folders can be nested with subfolders appearing below the parent folder. Once you have selected a folder to make it active, the active folder appears as an open file folder, the folder name is bolded and the description appears above the table listing files contained in the folder.
You can copy files that are displayed by the Docs & Files tool.
To copy a file:
You can delete files that are displayed by the Docs & Files tool.
To delete a file:
You can reserve a file under two modes: Advisory Warning or Strict Lock. Strict lock reservations prevent other users from editing the file. Advisory reservations inform other users that this file is reserved, but do not prevent you from editing the file. Project owners have permission to edit files, even if they are locked.
To reserve a file:
You can use the Documents & Files tool to allow users to view files in the version control repository for the project, even if the users do not have access to the repository. When you link to files in the repository, users can view the most current version of the file in the Web browser by clicking the link to the file from Documents & Files. Users do not need to check out the source from the repository.
You can only link files in the following directory or subdirectories of this directory:
HTML, without XSS scripting tags, can be passed to the browser from specific areas of the application. To prevent cross-site scripting security issues, each HTML submission is passed through a filter that detects scripting tags. Most CollabNet pages use this filter, so that all user-supplied HTML is escaped, except where it is explicitly allowed. Allowed HTML is limited to the following subset of HTML tags:
Allowed tags are: <!-- --> <A> <ABBR> <ACRONYM> <AREA> <B> <BASE> <BASEFONT> <BIG> <BDO> <BLINK> <BLOCKQUOTE> <BR> <CAPTION> <CENTER> <CITE> <CODE> <COL> <COLGROUP> <DD> <DEL> <DFN> <DIV> <DL> <DT> <EM> <FIELDSET> <FONT> <H1> <H2> <H3> <H4> <H5> <H6> <HR> <I> <IMG> <INS> <KBD> <LI> <LABEL> <LEGEND> <LINK> <MAP> <MENU> <MULTICOL> <NOBR> <NOFRAMES> <NOSCRIPT> <OL> <OPTGROUP> <P> <PARAM> <PRE> <Q> <S> <SAMP> <SMALL> <SPACER> <SPAN> <STRIKE> <STRONG> <STYLE> <SUB> <SUP> <TBODY> <TD> <TFOOT> <TH> <THEAD> <TR> <TT> <TABLE> <U> <UL> <VAR> <WBR>
To render HTML