Changes

Document Management

754 bytes added, 18:24, 18 December 2008
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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).
Smartstaff
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