Document Management

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.
• Single File and Multiple Files Type fields - used to store documents in the related entity.
• Custom Field Type: MS Word Merge used to generate a MS Word document from underlying variable stored within a UTA. The resultant document can be edited and automatically uploaded to a specified field on the original record within SmartSimple

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 base on underlying fields, documents can be:

• Converted to PDF.
• Password Protected.
• Printed and Saved 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).