The Document module allows users to view share documents with other users.


This module functions within the standard role-based security inheritance chain described in the tab designer topic.  Administrative users can configure additional module settings by clicking the  button.


Viewing Documents


All users with Read permissions on the tab have the ability to view documents.  The documents are organized in a hierarchal folder structure with folder names appearing along the left side.  Clicking on a folder name show the list of documents contained in the folder on the right side of the folders.  Users can view summary information for documents by clicking the  icon next to the document name or download the document by clicking the document name.  Additionally, users can copy a special token to their clipboard for use in other modules that can contain document content by pressing the  button.


Managing Documents


Users with Add permissions on the tab can click the  button to open the new document editor.  Users with Edit permissions on the tab can click the  button to edit an existing document.  Be sure to click the  button to save your changes when adding or editing content.  Users with Delete permissions on the tab can click the  button to remove the document from the system.


The following attributes are available in the editor:


Type: This indicates where the document is stored and access from.  (For new documents only)

Upload to File System: This option (which is only available to Site Administrators) allows for load of files to the ~/Uploads folder and makes it accessible to anyone that knows the URL.

Upload to Database: This option stores the file in the database and protects it from being seen by unauthorized users.

Specify Image URL: This option does not store the file in the system at all and instead only references the content on an external site.

Location (Required): This is either the URL or the document to upload from the local file system as determined by the Type.

Title: This is the name of the document as it will appear in the tree.

Folder: This is the folder from the structure on the left where the document will reside. Click the + New Folder item to create new folders.

Notes: Provides a summary description of the document visible in the tool tips.


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