Difference between revisions of "Document Management"

From SmartWiki
Jump to: navigation, search
 
 
(20 intermediate revisions by 6 users not shown)
Line 1: Line 1:
−
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.
+
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:
  
−
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:
+
* [[Web Page View Field|Web Page View]] field - used to create documents within the system.
 +
* [[Custom Field Type: Upload - Single File Storage|Single File]] and [[Custom Field Type: Upload - Multiple Files Storage|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: Upload - Single File Storage|Single File]] or [[Custom Field Type: Upload - Multiple Files Storage|Multiple Files]] field on the original [[Entity|entity]] within [[SmartSimple]].
  
−
Single or multiple files can be stored in a single field.
+
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:
−
Version control.
+
 
−
Special Permission required deleting file.
+
==[[Web Page View Field]]==
−
Keyword searching for all document types such as PDF, MS Word, MS Excel etc.
+
This field type is used to create documents based on underlying fields, documents can be:
−
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).
+
* Converted to [[:Category:PDF|PDF.]]
 +
* [[Password]] Protected.
 +
* Printed and Saved locally.
 +
* Attached to emails and [[Workflow|workflow]] steps.
 +
* Saved into [[Custom Field Type: Upload - Multiple Files Storage|Multiple File]] fields.
 +
 
 +
==[[Custom Field Type: Upload - Multiple Files Storage|Upload - Multiple Files Storage 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 Field]]s.
 +
* Uploaded into the field.
 +
* Uploaded using the [[SmartSimple]] [[API]].
 +
 
 +
This field type support the following attributes:
 +
 
 +
* [[Custom Field Type: Upload - Single File Storage|Single File]] or [[Custom Field Type: Upload - Multiple Files Storage|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 [[:Category:Plug-Ins for Microsoft Office|Plug-Ins for Microsoft Office]]).
 +
* [[Role]]-based file view, modify and delete permissions (as with all other field types).
 +
 
 +
==[[Custom Field Type: Special - MS Word Merge|MS Word Merge Field]]==
 +
* This Custom Field type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.
 +
* The MS Word document can also include tables that will list details of Level 2 or Level 3 activities associated with a given record.
 +
* The SmartDoc Template also allows you to easily upload the resulting MS Word document back to SmartSimple to be stored in a specified Single or Multiple file field.
 +
 
 +
[[Category:Custom Fields]][[Category:System Management]]

Latest revision as of 14:30, 10 September 2018

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:

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:

Web Page View Field

This field type is used to create documents based on underlying fields, documents can be:

Upload - Multiple Files Storage Field

This field type is used to store documents in the related entity.

This field type support the following attributes:

  • Single File 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-Ins for Microsoft Office).
  • Role-based file view, modify and delete permissions (as with all other field types).

MS Word Merge Field

  • This Custom Field type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.
  • The MS Word document can also include tables that will list details of Level 2 or Level 3 activities associated with a given record.
  • The SmartDoc Template also allows you to easily upload the resulting MS Word document back to SmartSimple to be stored in a specified Single or Multiple file field.
Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Document_Management&oldid=33358’