Documents tab

The Documents tab is used to setup relative paths for documents that will be attached to records in Lucity.

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How it Works

This affects Lucity Desktop. It allows agency's to specify a location on their network where they store all their documents for a particular part of the Lucity program. As they attach documents from that location to records in Lucity, Lucity recognizes that the document is at that location and saves the path with a relative location.

relative documents

This is especially helpful during Document Server Migrations.

Document Server Migration

When a Document is attached to Lucity the path to the document is stored. If that path ever changes due to server migration, or map drive letter changes all links to the documents stored there will be lost. This can be fixed in the database, but requires knowledge of the tables, and alot of work.

Setting up the Relative Doc Path removes alot of this work. If documents are stored/attached on Server 1 at //Server1/DocumentShare/Sewer/Videos the Relative Doc Path could be //Server1/DocumentShare/. Eventually Server 1 is retired and they are moved to Server 2. As long as the Sewer/Videos portion of the file structure is preserved the Relative Doc Path could be changed to //Server2/NewDocumentShare/. The documents in Lucity would still be accessible without any further work.

How To Change the Document Pathing

  1. In Client Maintenance click on the Documents Tab.
  2. Find the program to set the path for.

    Note: Only one path can be set per program. Different paths cannot be set for Modules in the program. ie. Work Orders and Work Permits both fall under Work Order Manager and share a relative doc path.

  3. Enter the path or click the ... button to browse to it.
  4. After making changes click Next > to move on through Client Maintenance.

See Also

Installed Licenses tab

Database tabs