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utilities

Document Management

Document Management lets you attach PDFs and office documents to a record through the shared PDF View window. This feature is only available on record types whose Edit Screen shows View PDF.

Access: Open a record in the Edit Screen, then click View PDF.

What You See

The document viewer opens in a separate PDF View window.

Common controls include:

  • Prev and Next to move between attached files.
  • A page label that shows the current record or an empty-state message.
  • Upload when you are allowed to add files.
  • Delete File when a file is currently displayed and you are allowed to modify the record.
  • Close to return to the previous screen.

If the record has no attached documents, the page shows an empty-state message in the pattern:

No Documents Found for [record type] #[record]

Supported File Types

File typeViewer behavior
PDFOpens inline in the viewer
CSVOpens in the browser object viewer
DOC / DOCXDownloads
XLS / XLSXDownloads

This document viewer does not handle the separate image-attachment system.

Common Tasks

Open attached documents

  1. Open the record’s Edit Screen.
  2. Click View PDF.
  3. Use Prev and Next if the record has more than one document.

Upload a document

  1. Open View PDF.
  2. Click Upload.
  3. Select a supported file type.

The upload is submitted immediately and the viewer refreshes back to the document view. There is no extra record Save step after the file upload.

Delete a document

  1. Open View PDF.
  2. Display the file you want to remove.
  3. Click Delete File.

Delete happens immediately. Signature-linked files are protected and do not use the normal delete path.

Folders

Folder controls are conditional. They only appear when the module is configured to use document folders.

When folders are enabled, the viewer can show:

  • A folder grid before you enter a specific folder.
  • Add Folder to create a folder from the viewer.
  • Move To to move the current file into another folder.

These actions also apply immediately. They do not wait for a later record save.

Conditions And Limits

  • View PDF only appears on modules where document management is enabled.
  • Upload, delete, and folder actions only appear when you can modify the record.
  • Some records can be limited to a single document, which can hide Upload after the first file is attached.
  • The shared viewer also supports drag-and-drop upload when modification is allowed.

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