Changes

Document Fields

105 bytes added, 13:33, 16 June 2023
#REDIRECT [[Custom Field Type: Upload - Multiple Files Storage]]There are three fields within the referral level that are used to store documents. These multiple document type fields have specific characteristics: 
* '''Version Controlled''' – if you attempt to add a new file with the same name, the old file already loaded will not be replaced and the new file will be given a version number such as V1, V2, etc.
* '''No Deletion''' – an attached file cannot be deleted without special manager permission.
* '''Ordered by Upload Date''' – the file names will be displayed in date order from the most recently uploaded to the oldest.
* '''File Types''' – any file type can be uploaded, but only PDF, Word, Excel and Text type files will be indexed and be searchable.
* '''File Size''' – you cannot upload a single file larger than 200MB.sizes upto 1GB can be uploaded (except for Custom Field, Field Type "Link - Single File")
[[Image:Pms18.png]]
===Medical Brief(s) Uploaded===
 
[[Image:Pms19.png]]
===Medical Brief Field in Edit Mode===
 
[[Image:Pms20.png]]
* When uploading documents you can upload a single document by clicking the '''Single File''' button.
* If you wish to upload multiple documents at the same time then click the '''Multiple Files''' button.
* In order to upload multiple files at the same time you need to have permission on your computer to run a '''Java''' [[Application|application]].
Please check with your IT staff to determine if you have this permission.