Documents

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

To use the Document tool select a record in the grid and select click the Document button

. The following window will appear with the current list of documents for this record:

Select a document from the list and click the Open button .
The document will open in another window or program.
Note: Which program is used is based on the computers settings.

Click the Add button . A set of fields will appear at the bottom of the document dialog
Mark whether the document is a File or Web page.
In the Path field specify the path to the file, or the URL if it is 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 only works if certain permissions have been given to Microsoft Silverlight.
Enter a description in the Description field.
Note: This is filled out automatically if the Add Multiple box is checked.
Click Save.

Click the Upload button . A set of fields will appear at the bottom of the document dialog
In the Path field specify the path to the file.
- Click the ... button to browse to the file path.
  Note: This only works if certain permissions have been given to Microsoft Silverlight.
Enter a description 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 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 will appear.
Click Yes.

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 the copy on the web server will be deleted.

	Open a document	This opens the selected document. It uses the computers default program for that type of document.
	Add a document	This allows users to link a document to the selected Lucity record.
	Upload a document	This allows users to upload a document to the server and link it to the selected Lucity record.
	Edit a document	This edits the link between the Lucity record and the selected document. It doesn't actually edit the document.
	Delete a document	This 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 the copy on the web server will be deleted.