Document Management

The platform supports advanced document type fields that can be associated with any entity. This provides a rich set of document management features within the context of all applications, contacts and organisations.

Generally the documents are connected to some “higher level” entity such as a submission, case or activity. The characteristics of these document fields are as follows:

Single or multiple files can be 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).