Difference between revisions of "Document Management"
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| − | The SmartSimple platform supports advanced document type fields used to create document management functionality in any context such an application, contact or organisation. The following field types support document management functionality: | + | 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 Type - used to create documents within the system. | + | * [[Web Page View Field|Web Page View Field]] Type - used to create documents within the system. |
| − | * Link Single and Multiple File Type fields - used to store documents in the related entity. | + | * 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 such as a Universal Tracking entity, organizational or contact type records. The characteristics of these document fields are as follows: | + | 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'' | + | '''[[Web Page View Field]]''' |
This field type is used to create documents base on underlying fields, documents can be: | This field type is used to create documents base on underlying fields, documents can be: | ||
* Converted to PDF. | * Converted to PDF. | ||
| − | * Password Protected. | + | * [[Password]] Protected. |
* Printed and Save locally. | * Printed and Save locally. | ||
| − | * Attached to emails and workflow steps. | + | * Attached to emails and [[Workflow|workflow]] steps. |
| − | * Saved into Multiple File fields. | + | * Saved into [[Custom Field Type (80): Link – Multiple Files|Multiple File]] fields. |
| − | '' Link Multiple File Field | + | '''[[Custom Field Type (80): Link – Multiple Files|Link Multiple File Field]]''' |
| − | This field type is used to store documents in the related entity. | + | 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 | + | * The documents to be stored can be dynamically created from [[Web Page View Field]]s. |
* Uploaded into the field. | * Uploaded into the field. | ||
* Uploaded using the SmartSimple API. | * Uploaded using the SmartSimple API. | ||
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This field type support the following attributes: | This field type support the following attributes: | ||
| − | * Single or | + | * [[Custom Field Type (33): Link – Single File|Single]] or [[Custom Field Type (80): Link – Multiple Files|Multiple]] files stored in a single field. |
* Version control. | * Version control. | ||
* Special Permission required deleting file. | * Special Permission required deleting file. | ||
* Keyword searching for all document types such as PDF, MS Word, MS Excel etc. | * 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 | + | * On-Line file editing and saving of files (required [[SmartSimple]] Editing [[Plug-In]]). |
| − | * Role based file view, modify and delete permissions (as with all other field types). | + | * [[Role]]-based file view, modify and delete permissions (as with all other field types). |
| + | |||
| + | [[Category:Custom Fields]][[Category:System Management]] | ||
Revision as of 14:00, 18 December 2008
The SmartSimple platform supports advanced document type fields used to create document management functionality in any context such an application, contact or organisation. The following field types support document management functionality:
- Web Page View Field Type - used to create documents within the system.
- Link Single and Multiple File Type fields - used to store documents in the related entity.
Documents are always connected to some “higher level” entity such as a Universal Tracking Application entity, organizational or contact type records. The characteristics of these document fields are as follows:
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 steps.
- Saved into Multiple File fields.
This field type is used to store documents in the related entity.
- The documents to be stored can be dynamically created from Web Page View Fields.
- Uploaded into the field.
- Uploaded using the SmartSimple API.
This field type support the following attributes:
- Single or 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-In).
- Role-based file view, modify and delete permissions (as with all other field types).
