How to handle project collateral (working documents)

rlakin52911

We have developed a project package and curious how people handle project collateral documents (workbooks, guides, powerpoint templates) to make it part of the overall package.

What would be the best way to associate add-in files with a project package (dashboards, sheets, reports) so if I copy a package template package, new files (decks, guides, etc.) are also part of the package.

Fairly sure Im not explaining this succinctly...

Andrée Starå

Hi,

There are several ways to set it up and what works best depends. Here are some options.

1. Stored as Workspace attachments
2. Stored as Sheet attachments
3. Stored as row attachments
4. Link to another storage service (DropBox, Google Drive or similar)
5. Stored and structured in a portal

Would that work for you?

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting