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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|Web Page View]] field - used to create documents within the system.
* [[Custom Field Type: Link – Upload - Single FileStorage|Single File]] and [[Custom Field Type: Link – Upload - Multiple FilesStorage|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 – Upload - Single FileStorage|Single File]] or [[Custom Field Type: Link – Upload - Multiple FilesStorage|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:
==[[Web Page View Field]]==
This field type is used to create documents based on underlying fields, documents can be:
* [[Password]] Protected.
* Printed and Saved locally.
* Attached to emails and [[Workflow|workflow]] steps.
* Saved into [[Custom Field Type: Link – Upload - Multiple FilesStorage|Multiple File]] fields. ==[[Custom Field Type: Link – Multiple Files|Link Multiple File Field]]==
==[[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]].
This field type support the following attributes:
* [[Custom Field Type: Link – Upload - Single FileStorage|Single File]] or [[Custom Field Type: Link – Upload - Multiple FilesStorage|Multiple Files]] stored in a single field.
* Version control.
* Special Permission required deleting file.
* [[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]][[Category:Integration]]