Difference between revisions of "Document Management"
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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: | 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. | + | * Single or multiple files can be stored in a single field. |
| − | Version control. | + | * Version control. |
| − | 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 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). |
Revision as of 14:25, 18 December 2008
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).
