ZenTao has the basic built-in document management which can work as a complementary to cover processes that is not recorded in ZenTao. There are three types of document library in ZenTao, product document library, project document library and customized document library. Product document library can be used to save documents that are generated at the product level; project document library to save documents at the project level and customized document library to save documents like knowledge base and company management standards.

1. Manage Category

1.1 Go to Document(Doc) and you will see all the Doc Libs.

1.2 Click the Doc Library you want to see and click Manage Category to add categories to the Doc Lib.

2. Add a document

Go to DocLib you want to add a doc to and click “Create” to enter the page of creating a document.

• There are two types of documents, text and url. If choose url, there will be a box to add url.
  
• You can have an attachment uploaded at the same time.
• Rich text editor is enabled in ZenTao.

3. View documents

After adding a document, you can view the document lists in the library. You can also check all the documents under a product by going to Product->Doc.