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Document Management

777 bytes added, 18:35, 18 December 2008
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The SmartSimple platform supports advanced document type fields that can be associated with used to create document management functionality in any entitycontext such an application, contact or organisation. This provides a rich set of The following field types support document management features within the context of all applications, contacts and organisations.functionality:
Generally * Web Page View Field Type - used to create documents within the system.* Link Single and Multiple File Type fields - used to store documents are connected to some “higher level” in the related entity such as a submission, case or activity. The characteristics of these document fields are as follows:
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 can be stored in a single field.
* Version control.
* Special Permission required deleting file.
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