Document Upload Setup

The Document Upload functionality in Lucity Web, Web Citizen, and Lucity Mobile allows users to upload documents to the Lucity Web Server and attach them to a Lucity record. This section covers how to configure this functionality for different parts of the Lucity Application.

Document processing and storage

Uploaded documents are added processed by the Lucity Document Server. The files are loaded into the locations specified on the System > Settings > Documents tab.

• They are then stored in the following file structure:

  [Set Web Server Location]\[Program Name (i.e. work)]\[Module (i.e. work orders)]\[Record Number]

• This will look something like:

  [\\YourWebServer\LucityDocuments]\[work]\[workorders]\[356]

  \\YourWebServer\LucityDocuments\work\workorders\356

• All uploaded documents for Work Order 356 will go into that folder

How To Configure Lucity Web

1. Complete the Document Control Setup.
2. Install the Document Server.
3. In the Administration Tool > System > Settings > Documents tab fill out the following options:
   • List of document types that are allowed to be added to records
   • List of document types that are not allowed to be added to records
   • Maximum size for uploaded document in mb (Internal)
   • Path where uploaded documents are stored (Internal)
4. The Upload button will now work in the Document Control tool.