Documents

Purpose

Documents can be linked to all items or records in the system to provide additional and support information.

How to… View Documents

1. Click Shared Configuration - Documents then Browse.
The Documents browse window opens.

Please note!

Any file can be linked as a Document; there are no restrictions on the format of the file, or the file extension.
If a Document cannot be located at the specified path, then the path and file name are displayed in red with a line through it.
Documents are not saved with the database; only the path where the file is located is saved.
Documents must be saved in a shared location where all users with the required user rights can access them.

Business rules

A Document that is linked to an item cannot be deleted until the link to the item is removed.

Examples