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Document Management

254 bytes added, 17:57, 28 April 2009
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* [[Web Page View Field|Web Page View Field]] Type - used to create documents within the system.
* Link [[Custom Field Type: Link – Single File|SingleFile]] and [[Custom Field Type: Link – Multiple Files|MultipleFiles]] File Type fields - used to store documents in the related [[Entity|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|entity]] such as a [[Universal Tracking Application]] [[Entity|entity]], organizational or contact type records. The characteristics of these document fields are as follows:
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