Difference between revisions of "Document Fields"

Latest revision as of 08:33, 16 June 2023

Redirect to:

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.
File Index – the content of each file is indexed to allow for keyword searching within the file.
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 – file sizes upto 1GB can be uploaded (except for Custom Field, Field Type "Link - Single File")

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.

Please check with your IT staff to determine if you have this permission.

@@ Line 1: / Line 1: @@
-[[Custom Field Type: Upload - Multiple Files Storage]]<br />There are three fields within the referral level that are used to store documents. These multiple document type fields have specific characteristics:
+#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.