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The [[SmartSimple]] platform supports advanced document type fields used to create document management functionality in any context such an [[Application|application]], contact or organisation. The following field types support document management functionality:
* [[Web Page View Field|Web Page View Field]] Type - used to create documents within the system.* [[Custom Field Type: Link – Single File|Single File]] and [[Custom Field Type: Link – Multiple Files|Multiple Files]] Type fields - used to store documents in the related [[Entity|entity]]. * [[Custom Field Type: MS Word Merge|MS Word Merge Field]] used to generate a MS Word document from that includes underlying variable information stored within a UTA[[SmartSimple]]. The resultant document can be edited and automatically uploaded to a specified [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] field on the original record [[Entity|entity]] 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:
This field type is used to create documents base on underlying fields, documents can be:
* Saved into [[Custom Field Type: Link – Multiple Files|Multiple File]] fields.
This field type is used to store documents in the related [[Entity|entity]].
This field type support the following attributes:
* [[Custom Field Type: Link – Single File|SingleFile]] or [[Custom Field Type: Link – Multiple Files|MultipleFiles]] files stored in a single field.
* Version control.
* Special Permission required deleting file.
* On-Line file editing and saving of files (required [[SmartSimple]] Editing [[:Category:Plug-Ins|Plug-In]]).
* [[Role]]-based file view, modify and delete permissions (as with all other field types).
==[[Custom Field Type: MS Word Merge|MS Word Merge Field]]
[[Category:Custom Fields]][[Category:System Management]]
