Document Upload Setup

The Document Upload functionality in Lucity Web, Citizen Portal, and Lucity Mobile lets users upload documents to the Lucity Web Server and attach them to a Lucity record. This topic covers how to configure the Document Upload feature for different parts of the Lucity application.

Document Processing And Storage

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

• The documents then are then stored in the following file structure,

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

  which looks something like this:

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

  \\YourWebServer\LucityDocuments\work\workorders\356

• Therefore, all documents uploaded for Work Order 356 are stored in this folder.

How To Configure Lucity Web for Document Upload

1. Complete the Document Control Setup.
2. Install the Document Server.
3. In the Administration Tool > System > Settings > Documents tab, complete the following fields:
   • 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)

The Upload button is now enabled in the Document Control tool.