|
Overview
Once Document Manager has been setup and Document Types have been configured, uploading a document is straightforward.
When working in an applet that supports Document Manager you'll see a Documents button in the toolbar. Clicking will load the Documents dialog through which you can manage documents attached to the open applet.
Below are field definitions related to the Documents dialog.
Field Descriptions
Buttons
| • | Add (+) - Launches document upload dialogue |
| • | Delete (x) - Deletes the selected document |
| • | Magnifying Glass - Displays information related to the selected document |
| • | Up Arrow - Launches document upload dialogue |
| • | Down Arrow - Launches document download dialogue |
| • | Email (envelope icon) - Launches document Email dialogue |
| • | Refresh - Refreshes the view |
Document Drop
Allows you to drag and drop documents into InFocus
Document List
| • | Notes - Notes added during document upload |
| • | File Size - Size of the file (kb) |
| • | Owner - User name of the employee who uploaded the document |
| • | Date Added - Date the document was uploaded |
|