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Document Management

10 bytes added, 21:47, 28 September 2010
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* [[Web Page View Field|Web Page View]] field - used to create documents within the system.
* [[Custom Field Type: Link – Single File|Single File]] and [[Custom Field Type: Link – Multiple Files|Multiple Files]] fields - used to store documents in the related [[Entity|entity]].
* [[Custom Field Type: Special - MS Word Merge|MS Word Merge]] field - used to generate a MS Word document that includes underlying information stored within [[SmartSimple]]. The resultant document can be edited and automatically uploaded to a specified [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] field on the original [[Entity|entity]] within [[SmartSimple]].
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:
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