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The [[SmartSimple ]] platform supports advanced document type fields used to create document management functionality in any context such an [[Application|application]], contact or organisation. The following field types support document management functionality:
* [[Web Page View Field |Web Page View Field]] Type - used to create documents within the system.* Link [[Custom Field Type (33): Link – Single File|Single]] and [[Custom Field Type (80): Link – Multiple Files|Multiple ]] File Type fields - used to store documents in the related entity.
Documents are always connected to some “higher level” [[Entity|entity ]] such as a [[Universal Tracking Application]] [[Entity|entity]], organizational or contact type records. The characteristics of these document fields are as follows:
'''[[Web Page View Field]]'''
This field type is used to create documents base on underlying fields, documents can be:
* Converted to PDF.
* [[Password ]] Protected.
* Printed and Save locally.
* Attached to emails and [[Workflow|workflow ]] steps.* Saved into [[Custom Field Type (80): Link – Multiple Files|Multiple File ]] fields.
'' '[[Custom Field Type (80): Link – Multiple Files|Link Multiple File 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 FieldsField]]s.
* Uploaded into the field.
* Uploaded using the SmartSimple API.
This field type support the following attributes:
* [[Custom Field Type (33): Link – Single File|Single]] or multiple [[Custom Field Type (80): Link – Multiple Files|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[[Plug-inIn]]).* [[Role ]]-based file view, modify and delete permissions (as with all other field types). [[Category:Custom Fields]][[Category:System Management]]