1 Reply Latest reply on Sep 26, 2014 7:34 AM by Maria Gammon

    Upload from NDA's from the tasks tab

    Susanne Stettner Novice

      Has anyone successfully managed to import NDA's from the tasks tab into SPM projects?  I'm totally lost and I don't know how this works...

      Any help is welcomed! Thank you.

        • Re: Upload from NDA's from the tasks tab
          Maria Gammon Master

          Hi Susanne,

          If the NDA is a document that you need in every SPM project it is recommended to upload it in the project template. Once the document is loaded to the Documents tab you can create a document task for the document, this document task can be a review task, approval task, or negotiation task. You can find more information about creating and managing tasks under the help menu > product documentation > Common Tasks > Create and Managing Tasks.