About Document Storage

Document Management has two major components:

Document Storage module – used for configuration and administration. Documents are stored in IDI’s Document Storage system.
Document Paper Clip icons - used to attach and view documents within IDI web modules. For example, a document may be attached to and viewable from a customer account in Customer Care or equipment in the Inventory web module.
The Document Storage module is where configuration and maintenance activities for Document Management occur. This module is primarily intended for use by IDI platform administrators since regular users will attach and view documents directly from the items to which they are associated in the IDI platform and not through this module.
Document Storage allows administrators to:
Manage Categories
Search stored documents
Upload / Edit / Delete documents - This is provided for maintenance and troubleshooting activities. Attaching or removing a document from an IDI platform item (e.g. customer account) must be done through the appropriate IDI web module.

A user’s ability to attach, view and manage documents is governed by the Document Storage roles in the Security module as described in Setup.

To open Document Storage, click the new Document Storage icon:

If you're a current user of Document Storage, check out what's new since the last release in .

What's New

Fixed problem: On attempting to open a document, if a user's security token is expired but still within the clock skew, the token is refreshed and the document is opened, rather than being redirected to Document Search.

Version 1.02 - Released July 28, 2017
- CostGuard Bundle version for the current environment is displayed in the top title bar (e.g. CostGuard 17.2). Clicking the CostGuard version label displays a dialog with the versions of the web modules and Web API’s deployed for the current environment.
Version 1.01 - Released February 11, 2016
- Updating existing documents
  Selecting Edit on the Document Details page lets you update the following fields:
  Document Name
  Notes
  Confidential
- Replacing existing documents
  Clicking on the Replace Document icon () opens the Windows Open File dialog to let you select and upload a replacement document.
  The document name will remain unchanged when users replace the original document.
- Deleting existing documents
  Selecting Delete on the Document Details page displays a warning message that requires you to confirm or cancel out of the deletion.
  External links to deleted documents are also removed.
- Restyled Document Storage to match the look and feel of other modules
- OmniSearch page
  Added OmniSearch to Document Storage, consistent with other Web Modules.
  OmniSearch is the new landing page for Document Storage.
  OmniSearch has the same search criteria as the previous search page.
  When search results only contain one document, the Details page for that document is opened.