The [[SmartSimple]] platform supports advanced document type fields that can be associated with any entity. This provides a rich set of used to create document management features within the functionality in any context of all applicationssuch an [[Application|application]], contacts and organisationscontact or organisation.The following field types support document management functionality:
Generally * [[Web Page View Field|Web Page View]] field - used to create documents within the system.* [[Custom Field Type: Upload - Single File Storage|Single File]] and [[Custom Field Type: Upload - Multiple Files Storage|Multiple Files]] fields - used to store documents are connected in the related [[Entity|entity]].* [[Custom Field Type: Special - MS Word Merge|MS Word Merge]] field - used to some “higher level” entity such as generate a submission, case or activityMS Word document that includes underlying information stored within [[SmartSimple]]. The characteristics of these resultant document fields are as followscan be edited and automatically uploaded to a specified [[Custom Field Type: Upload - Single File Storage|Single File]] or [[Custom Field Type:Upload - Multiple Files Storage|Multiple Files]] field on the original [[Entity|entity]] within [[SmartSimple]].
Single Documents are always connected to some “higher level” [[Entity|entity]] such as a [[Universal Tracking Application]] [[Entity|entity]], organizational or multiple files contact type records. The characteristics of these document fields are as follows: ==[[Web Page View Field]]==This field type is used to create documents based on underlying fields, documents can be: * Converted to [[:Category:PDF|PDF.]]* [[Password]] Protected.* Printed and Saved locally.* Attached to emails and [[Workflow|workflow]] steps.* Saved into [[Custom Field Type: Upload - Multiple Files Storage|Multiple File]] fields. ==[[Custom Field Type: Upload - Multiple Files Storage|Upload - Multiple Files Storage Field]]==This field type is used to store documents in the related [[Entity|entity]]. * The documents to be stored can be dynamically created from [[Web Page View Field]]s.* Uploaded into the field.* Uploaded using the [[SmartSimple]] [[API]]. This field type support the following attributes: * [[Custom Field Type: Upload - Single File Storage|Single File]] or [[Custom Field Type: Upload - Multiple Files Storage|Multiple Files]] stored in a single field.* Version control.* Special Permission required deleting file.* Keyword searching for all document types such as PDF, MS Word, MS Excel etc.* On-Line file editing and saving of files (required [[SmartSimple ]] Editing plug[[:Category:Plug-Ins for Microsoft Office|Plug-inIns for Microsoft Office]]).* [[Role ]]-based file view, modify and delete permissions (as with all other field types). ==[[Custom Field Type: Special - MS Word Merge|MS Word Merge Field]]==* This Custom Field type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.* The MS Word document can also include tables that will list details of Level 2 or Level 3 activities associated with a given record.* The SmartDoc Template also allows you to easily upload the resulting MS Word document back to SmartSimple to be stored in a specified Single or Multiple file field. [[Category:Custom Fields]][[Category:System Management]]
