Introduction
👋Welcome to Triark Cloud
🧩Core Modules Overview
💡Key Triark Concepts
🏢Using Triark in Your Organization
🧠Triark Terminology
🛟Getting Help & Support
Getting Started
📄Set Up Standard Cateogires & Statuses
🏷️ Define Company & Person Roles
🏢 Add Companies to the CRM
👥 Add Company Perons to the CRM
🧑‍💻 Enable Users in Triark
🚀 Create and Set Up a Project in Triark
🎯 Using the Project Picker (Global Filter)
📄 Introduction to the Document Module
🧭 Introduction to the Explorer Module
Document
📂 Introduction to the Document Module
📄Working in the Document List View
➕ Creating a New Document
📑 Duplicating Documents
🗑️ Deleting Documents
📤 Export & Download Options
📄 Document Info
📄 Revisions
🗂️Draft (SharePoint Integration)
👤 Connect Persons to Document
🔄 Workflows
📎 General References Overview
📥Importing Document Lists
Project
🗂️ Introduction to the Project Module
📋 Working in the Project List View
➕ Create a New Project
📄 Duplicate a Project
🗂️ Using Project Templates
🗑️ Deleting a Project
🗂️ Project Info
🏢 Project and Company relation
🧑‍💼 Persons Linked to Projects
🗂️ Folder, WBS & Zone Structure
🔐 Project Access Tab
📄 Document Access in Projects
🏷️ Access Tag Tab
📦 Product Access
Explorer
📂 Explorer Module Overview
Product
📦 Product List Overview
➕ Creating a New Product
📝 Editing Product Information
🗑️ Deleting a Product
📂 Product Categories and Statuses
⚙️ Product Technical Information
🔗 Managing Product Children
🏢 Adding Suppliers and Companies to a Product
📎 Managing Product Files and Attachments
📑 Document References in Products
Workflow
📋 Overview & Creation
➕Adding & Editing Main Details
📋 Assigning and Managing Workflow Tasks
📂 Files Tab
📜 Tracking Workflow Status Changes
CRM
🏢 CRM Companies Overview
➕ Creating and Editing a Company
🗂️ Managing Company Details
🗑️ Deleting a Company
👥 CRM Persons
Standard
📦 Product Categories & Statuses
🔄 Workflow Categories & Statuses
📄 Document Categories & Statuses
🗂 Project Categories & Statuses
📍 Project Installations
📁 Project Folder Templates
🗂 Project WBS Templates
🧾 CRM Categories & Statuses
🧩 CRM Segments
👤 Roles Person
🏢 Roles – Company
User Administration
👤 User List Overview
🔑 How to Create a System User and Set Login Access
🧑Managing Basic User Information
🛡️ Tracking Security and Session Logs
Bookmark
📑 Bookmark Module Overview

📂 Files Tab

The Files tab in a workflow stores all documents related to that workflow. This makes it easy to keep drawings, reports, approvals, and other important files connected to the work being done.
📖 Read time:
2
min
🔖 Category:
Workflow

📌 How It Works

Each row in the Files tab represents one linked document. On the far right, the Actions column provides quick tools to navigate to or view the file and its related information.

🔍 Available Actions

ActionDescription
Navigate to Revision FileOpens the revision file view, showing the document version history and details.
View FileOpens the document for preview in the document viewer.
View ApprovalsIf the workflow is an approval workflow, this opens the approval history and status for the document.

💡 Usage Tips

  • Use Navigate to Revision File if you need to confirm which version of a document is in use.
  • View File is best for quickly checking contents without leaving the workflow.
  • View Approvals is only available for workflows set up with an approval process.

❓ FAQ

Q: Can I link new files from here?
No, file linking is managed outside the workflow. This tab is only for viewing linked files.

Q: Can I remove files from the workflow?
No, removing files is not possbile once the workflow is created.

Q: Will removing a workflow remove the files?
No, revision files remain in the system even if the workflow is closed or deleted.

Q: Can I see older document versions?
Yes, use Navigate to Revision File to access the full revision history.

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