Using Document Storage in Web Applications

Any area in a Web Application that supports viewing or attaching stored documents, for example an account in Customer Care, or a Ticket in the Tickets web module, provides the paper clip icon for accessing document functionality.

Clicking the paper clip displays a dialog for managing existing documents for the associated object (account, ticket, etc...) and attaching new documents. You can filter the list of documents using the Categories drop down menu. The value in parenthesis (e.g. (1) ) indicates the number of documents for the associated category.

To attach a document click + ATTACH DOCUMENT. This displays the Windows Open File dialog for selecting a document to attach.

The Document Management dialog provides three action icons for editing, replacing, and deleting documents.