Documents
Documents
Overview
Empower supports unlimited document/attachment assignments for any database object. Documents are specified by their path and file name, and can optionally contain a Title and Type to help describe the document.
Documents associated with any objects in the Empower database, can be either vaulted or non-vaulted documents.
Types | Description |
---|---|
Vaulted Documents | Document information is managed in and by the Empower database. Vaulted documents require "Check-out" and "Check-in" functions to make modifications to the document. |
Non-vaulted Documents | Document items are links to existing files (typically in a shared file area/directory) |
To assign documents to Service objects, select the Documents tab from the Service Object form.
Section | Description |
---|---|
Toolbar | Quick access to common Document functions |
Document List | Current listing of associated documents |
Filter/Navigator | Quick filter for displaying specific documents in the document list |
Each document will contain action icons.
Each document will contain a hyperlink on the file name that will download the file when clicked.
When enabled by the Administrator, you will also see a "view" icon, which will allow you to view the file in the browser without forcing a download. Note: the file type must be able to be viewed directly by the browser or via a browser plug-in.
An icon will appear next to each document to indicate the document type.
Icon | Type |
---|---|
Document is a linked document | |
Document is a vaulted document | |
Vaulted document is checked out |
Please refer to the Document Management section for more information on all document functions.