Difference between revisions of "Document Management"
From SmartWiki
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* 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 [[Plug-In]]). | + | * On-Line file editing and saving of files (required [[SmartSimple]] Editing [[:Category:Plug-Ins|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]] | [[Category:Custom Fields]][[Category:System Management]] | ||
Revision as of 12:02, 28 April 2009
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|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 Saved 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).
