Documents

The Document tool lets users view documents that are attached to a record. The icon for this tool only appears when one record is selected in the grid. If the record already has a document attached, the icon appears orange. If no document is attached, the icon appears white.

To attach a document, select a record in the grid and click the Document button

. A window appears displaying the current list of documents for this record:

Select a document from the list and click the Open button .
The document opens in another window or program.
Note: The program used to open the document is determined by the computer's application settings.

Click the Add button . A set of fields appear at the bottom of the dialog box.
Mark whether the document is a File or Web Page.
In the Path field, specify the path to the file or the URL if attaching a web page.
- Click the ... button to browse to the file path.
- To add more than one document at once, check the Add Multiple box.
  Note: This process only works if your computer has been configured with the Lucity Security Certificate. This certificate provides Microsoft Silverlight with elevated permissions so that it can access your hard drive.
Describe the document in the Description field.
Note: This is completed automatically when the Add Multiple box is checked.
Click Save.

Click the Upload button upload doc . A set of fields appear at the bottom of the Documents dialog.

upload_doc

In the Path field specify the path to the file.
- Click the ... button to browse to the file path.
  Note: This process only works if your computer has been configured with the Lucity Security Certificate. This certificate provides Microsoft Silverlight with elevated permissions so that it can access your hard drive.
Describe the document in the Description field.
Click Save.
A copy of the file is made and moved to a location on the server specified by system administrators. This copy is linked to the Lucity record.

Select a document in the list and click the Edit button . Fields will appear at the bottom of the Documents dialog with information about that document.
Edit the desired fields.
Click Save.

Select a document in the list and click the Delete button .
The following prompt appears:
Click Yes.
If a document was attached from a network location, the link to the file will be deleted but the file is not deleted from the network.
If the file was uploaded to the web server and attached to the record one of the following will happen:
- If the user does not have the Images/Movies/Documents - Delete File permission the link to the file will be deleted but the file will not be deleted.
- If the user has the Images/Movies/Documents - Delete File permission the following popup will appear:
- Click Yes will remove the link to the document and delete the uploaded file.
- Click No to remove the link to the document and leave the uploaded file on the network.

	Open a document	Opens the selected document using the computer's default program for that type of document.
	Add a document	Links a document to the selected Lucity record.
	Upload a document	Uploads a document to the web server and links it to the selected Lucity record.
	Edit a document	Edits the link between the Lucity record and the selected document. (This tool does not actually edit the document.)
	Delete a document	Removes the link between the Lucity record and the selected document. If a document was attached from a network location, the file will not be deleted. If a document was uploaded to the web server and attached to the record, the document on the web server will be deleted.