Document Collaboration

Document Management

With SpiraPlan, all files, screenshots and web links uploaded to the system are available in the integrated document management system. This allows you to organize the documents into folders, categorize by document types and associate with meta-tags. Once uploaded, users can search, sort and filter the documents as well as find dynamically related items through the meta-tag hyperlinks.

Document Version Control

Once uploaded to the central knowledge repository, revisions to the documents can be uploaded so that there is complete audit trail of all changes made to artifacts and associated documentation in the project.

Workflow and Check-In / Check-Out

SpiraPlan provides a configurable document management workflow engine, so that you can specify the different review and approval steps needed to take a draft document through its review cycle until it becomes an approved and controlled document.

The workflow engine ensures users explicitly check-out and check-in documents so that the different reviewers can edit the master version of the document and send back updates for review and approval.

Users are notified of documents awaiting review by email notifications, RSS feeds and being displayed in the dedicated section of the ‘My Page’ homepage:

Document Tagging

SpiraPlan provides a freeform meta-tagging system for documents, where you can enter a new tag or choose one of the existing tags from the list. You can then filter and sort documents using this tag both in the application and in reports.

In addition, documents can have custom fields, allowing you to categorize and organize your other uploaded assets according to business needs:

Document Associations

Any document uploaded into the system can be linked to multiple requirements, test cases or defects in SpiraPlan, allowing users to navigate from SpiraPlan artifact to related documentation, to other associated artifacts.

Document Preview

SpiraPlan lets you see content at a glance wherever possible. For upload images and text files, SpiraPlan includes a set of preview tools that let you see the content directly inside SpiraPlan without having to download the attachment.

For image files, SpiraPlan will simply display the image inline:

For text files such as software source code, SpiraPlan includes a syntax highlighter so that the code appears with the appropriate color coding and layout:

If you have any markdown files uploaded into the SpiraPlan document repository, they will also be displayed with a friendly preview, in addition to the raw markdown syntax:

Document Notifications

SpiraPlan includes a powerful email notification engine that lets you subscribe to specific documents and setup notification events to alert users when documents are revised or updated: