Will my document show in my Home page, the space, or both?

To check on a document to see where it will show in Deltek Collaboration, click on it to open the document details.  In here, you can check the settings of the document and your role on the document.  Refer to the chart below to find out where you will see this document within Deltek Collaboration.

Note: When you add a document to a conversation, task, or event, it will appear in the Documents tab of the space and it takes on the permissions of the item it was uploaded to.  If you need to adjust the document permissions, you will need to do this in the original item.

 

HOME PAGE Documents tab

HOME PAGE Conversations tab

SPACE Documents tab

SPACE Conversations tab

Shared with

Yes

Yes, if there is a conversation on the file

Yes

Yes, if there is a conversation on the file

Not shared with, Visible (Public)

No

No

Yes

Yes, if there is a conversation on the file

Not shared with, Locked (Private)

No

No

No

No

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