File Handling

Files can be uploaded and generated in different locations of the application. However, the integrated FILE MANAGEMENT and its numerous query options provide a good overview of all files in the database.

The uploaded or generated files can be categorized and linked to entities or other objects within the system. All changes to a file's metadata, such as file type, date, subject, status, or comment, are recorded in a history.

 A Windows file service that communicates with all the software’s applications allows you to read and write files within the platform. The file metadata is stored in the database and links to the stored file to improve performance and security.

How to Upload Files

1. Click the Add files button. A form to upload files opens
2. Add files by dragging them from a folder on your device to the Drag files/images here or click here area or by clicking on that area and selecting the file from any folder on your device. The file is displayed with name, status and the file size. Please compare with the maximum file size allowed (shown in the blue box above)
3. Select the File Type; this is a categorization that you can search for later as well as an attribute to which you can restrict a user's permissions
4. Select the Date you would like to set as the date of creation
5. Define a Subject for your file and enter a Comment if needed
6. Click on the Remove Document icon to remove the selected file from the list again or:
7. Click on the Save and Close button to finally upload the file(s)

How to Edit Files

1. Open a Files form in your Web application
2. Select one or multiple files by ticking the Select checkbox
3. Click the Edit selected files button either directly in the grid or in the symbol bar. A form opens to update the following criteria: 
   
   • Date
   • Subject
   • Comment
   • File Status

How to Delete Files

1. Open a Files form in your Web application
2. Select one or multiple files by ticking the Select checkbox
3. Click the Delete selected files button and approve the warning message to delete the selected files

How to Download Files

1. Open a Files form in your Web application
2. Select one or multiple files by ticking the Select checkbox
3. Click the Download selected files button in the symbol bar to download the selected files as a ZIP file OR
4. Select a file and click the Download button in the grid to download the selected file