The Documents tab within the project settings enables administrators to configure document-related preferences for their projects. To access document settings:
Go to Settings – Project.
Click Documents.
In this tab, project administrators can enable or disable (toggle on/off) the following features:
Automatic indexing: control whether files and folders are indexed numerically or sorted alphabetically.
Versioning: upload, store, and track document versions for seamless collaboration.
Publishing: review, redact, and manage permissions before publishing and making documents available to project participants.
Automatic document indexing
Automatic indexing determines how uploaded folders and documents are structured in your project, and is enabled by default.
When enabled:
Folders and documents are assigned sequential numbers automatically.
Files can be reordered by manually editing their index or by dragging and dropping them.
When disabled:
Folders and documents are sorted alphabetically by default (0–9, A–Z).
Reordering within the structure is not possible.
💡 If you disable automatic indexing and later re-enable it, the original order of files and folders will be restored.
Document versioning
Document versioning is enabled by default to enhance your document management workflows.
With this feature enabled, project administrators get:
Flexibility and complete control over document version history.
Seamless collaboration on accurate and up-to-date documentation.
Efficient storage management with no extra costs for previous versions.
⚠️ If you disable document versioning, all previous document versions will be irreversibly deleted, retaining only current versions.
Document publishing
Document publishing is disabled by default. Enabling publishing adds a review step to enhance document security before making them available to project participants.
When enabled:
All new document uploads are unpublished by default.
Documents must be reviewed and published by project administrators, allowing them if needed:
Redact any sensitive content.
Review and adjust document permissions.
Upload an up-to-date version.
Amend document name, location, labels, and so on.
⚠️ If you enable publishing and later disable it back, all unpublished documents will become visible to project participants according to their permissions.