Documents and files¶
Documents and files can be uploaded to all types of objects in Sweet One. Uploaded files are saved in an assigned document folder on the server, this can be set and changed in the Admin section.
Upload document¶
Files are uploaded with the help of the Insert icon in the action bar on each object.
By clicking the Insert symbol the computer’s File Explorer opens and the user can select file to upload. If you use a phone or tablet you can choose to open the photo library or to take a new photo.
Uploaded files are listed under the document tab on each object.
Different file types have different icons in the document list, for pictures a thumbnail is shown. Filename and the upload date are also shown. To remove a file click the trash bin icon. To edit file information and settings, click the pencil icon.
Edit document¶
By clicking edit in the document list it is possible to change information and settings for the file.
The document view contains three tabs: overview, tags and relations.
Overview¶
This tab presents information about the file, file name can be edited.
Under this tab it is also possible to share a file with the external portal. To do this make sure to mark the checkbox under external and save. Only files marked as external can be available for the external users in the external portal. Uploaded documents are by default not marked as external.
Tags¶
In this tab it is possible to manage tags for the file.
Selected tags are shown in the top and available tags are listed in an expandable three view.
Tags can be used to categorize or group files, this can be valuable when it comes to making selections and search for files, which is possible in the document selection template under selection in the side menu.
Relations¶
It is possible to add and remove relations to the file. When a file is uploaded on an object, the file will get default relations to the user that uploaded it and to the object to which the file is uploaded.
It is possible to add and remove relations to the file. When a file is uploaded on an object, the file will get some default relations. The default relations depend on the type of object to which the file is uploaded, it will be, however, always related to the user that uploaded it and to the object to which the file is uploaded.
Search and selection¶
It is possible to both search and make selections for different files/documents. Under selection in the side menu there is a selection template for documents.
For instance, it is possible to search for a specific document by name or by using tags in the filter for selection of a specific category or group of documents. The filter allows a wide range of search and selection possibilities. It is also possible to save a selection if it will be used regularly.