Difference between revisions of "Document Management"

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The platform supports advanced document type fields that can be associated with any entityThis provides a rich set of document management features within the context of all applications, contacts and organisations.
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The SmartSimple platform supports advanced document type fields used to create document management functionality in any context such an application, contact or organisationThe 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:
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* Web Page View Field Type - used to create documents within the system.
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* Link Single and Multiple File Type fields - used to store documents in the related entity.  
  
* Single or multiple files can be stored in a single field.
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Documents are always connected to some “higher level” entity such as a Universal Tracking entity, organizational or contact type records.  The characteristics of these document fields are as follows:
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''Web Page View Field''
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This field type is used to create documents base on underlying fields, documents can be:
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* Converted to PDF.
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* Password Protected.
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* Printed and Save locally.
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* Attached to emails and workflow steps.
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* Saved into Multiple File fields.
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'' Link Multiple File Field""
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This field type is used to store documents in the related entity.
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* The documents to be stored can be dynamically created from Web Page View Fields.
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* Uploaded into the field.
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* Uploaded using the SmartSimple API.
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This field type support the following attributes:
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* Single or multiple files stored in a single field.
 
* Version control.
 
* Version control.
 
* Special Permission required deleting file.
 
* Special Permission required deleting file.

Revision as of 14:35, 18 December 2008

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:

  • Web Page View Field Type - used to create documents within the system.
  • Link Single and Multiple File Type fields - used to store documents in the related entity.

Documents are always connected to some “higher level” entity such as a Universal Tracking 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 base on underlying fields, documents can be:

  • Converted to PDF.
  • Password Protected.
  • Printed and Save locally.
  • Attached to emails and workflow steps.
  • Saved into Multiple File fields.

Link Multiple File Field""

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

  • The documents to be stored can be dynamically created from Web Page View Fields.
  • Uploaded into the field.
  • Uploaded using the SmartSimple API.

This field type support the following attributes:

  • Single 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-in).
  • Role based file view, modify and delete permissions (as with all other field types).