Project documents are best managed in GLOBODOX using Stack Types. For example, to manage projects, you could create a Stack Type and name it ‘Projects’. You would then store each project as a distinct Stack. Your projects would have a name or ID. To store documents connected with a project – say, ‘Office Renovation’ – all you need to do is link those documents to that project (in this case, the stack named ‘Office Renovation’). Most of your documents will be stored in some folder or subfolder. Some documents may not be part of any folder. The beauty of this system is that even though you link them to a stack, the documents will not get deleted from their original location. To refer to the relevant document, you simply need to double-click the link and the document is there in front of you!
Documents are usually stored in folders or tagged so they can be easily tracked with other documents of the same type for quick retrieval, reporting, etc. But some documents may not be part of any such category but are created exclusively as part of a project. These documents have a closer association with the project stack. GLOBODOX offers you the option to relate such documents to the project instead of linking them. So in the example above, you may have received several E-brochures in PDF format from different furnishing companies. As office renovation is a one-off project, you need not store the E-brochures under any document category. But you can ‘relate’ all the brochures to the Office Renovation project. When the project is over, you have the option to move the brochures to a different location (e.g. to a folder) in case the stack is being deleted. That’s because if the stack is deleted, all documents that are related to the stack will get deleted, but documents that are only linked to a stack will stay in their original locations. However, if the stack is retained in GLOBODOX, you can leave these E-brochures untouched or move them if you wish.