The content of Files (Word, PDF, etc.) is automatically indexed for use in the Search feature.
Files on Atamis records are managed on a Documents tab which are configured in the record Tabs of the page.
Uploading Files from Your PC/Network
To upload a File, from the Documents Tab, either:
- Drag the file from another app and drop it into the Files area, or
- Click Add Files, then click Upload Files to select from your PC/Network
Linking Existing Files to a Record
To link a File that has been previously uploaded, from the Documents Tab, click Add Files and use Search Files to locate the File, then click Add.
Previewing, Downloading and Updating Files
From the Documents Tab, click on a File name to display a preview:
| 1 | Click Download to download a local copy. |
| 2 | Click Share to control who can access the File (see below for details). |
| 3 | Click Public Link to make the document visible to anyone without logging in and create a URL; Note: this makes the File non-secure so should not be used for sensitive Files. |
| 4 | Use the menu options to View File Details, Upload New Version, etc. Click View File Details to display the number of Views and Downloads and access the full File Version History. |
| 5 | To close the Preview, click on the X or press Escape on your keyboard |
Sharing Files
Sharing settings will default to the users who can access the record that that File is linked to so do not normally need to be modified. To change sharing settings for a File, from the File Preview page, click Share:
| 1 | Add additional Users to share this file with. Collaborators can make changes to the File description and upload new versions; Viewers can only view the File |
| 2 | From the Who Can Access section, adjust whether the relevant Supplier Portal User (displayed as Customer) should have access |
| 3 | If required, create a Public Link for sharing outside of the system; Note: this makes the File non-secure so should not be used for sensitive Files |
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