Using the Documents Panel

To change the view, do one of the following:

• Click the Folder View button to display a tree structure of the documents.

• Click the Document View button to display all the documents in a list.

You can manage the folder structure of the selected entity using the Document Folder Organiser window.

It can be accessed by clicking the Show Document Organizer button.

Use the Document Folder Organiser window to do the following:

• Add a root folder by right-clicking (not on a folder) and selecting New Root Folder from the drop-down menu.

• Add a child folder, or rename or delete a folder by right-clicking on an existing folder and selecting from the drop-down menu.

You cannot delete a folder that contains documents.

To add a document:

• Click the Add button.

You can also click and drag a file (for example: from Windows Explorer) into the Documents panel.

Alternatively, select an existing file and then click the Edit button.

The Edit Document Link window is displayed.

• Enter or edit the details as required.

Some fields will be populated automatically if a new file was dragged and dropped into the Documents panel.

The fields on the Edit Document Link window are described in the following table:

This field…	Holds this information...
Name	The file name.
Target Path	The local location of the file. Use the Browse File or Browse Folder button to locate the file.
DB Path	The database location of the file.
Link Only	Whether to upload the document to the database. Select this check box if you do not want to upload the file to the database.
Protection Level	The protection level of the file (for example: public).
Is Default	Whether this is the default file.
Type	The type of file. This cannot be modified.
Size	The size of the file.
Date	The date that the file was uploaded.

• Click OK.

A confirmation notification is displayed.

To remove a document:

• Select the relevant document or image, and then click the Delete button.

A confirmation message is displayed.

• Click OK.

• Select the relevant document or image to open in its default program.

• Click on Open

Alternatively, double-click a file to open it.