Document Management

Document Management Tip – Document Fields

In ExtraView you can create an unlimited number of user defined fields (“UDFs”).  UDFs can take various forms, such as lists, radio buttons, check boxes, text areas, dates, etc.  UDFs can also be Document fields.

Document fields store document files of any type, such as spreadsheets, PDFs, Word documents, etc. Document fields are similar to attachments in that they allow you to upload and store files in records.  Also, like attachments, security can be configured to determine who can upload, view, and/or remove documents.  Additionally, you can perform keyword searching on files stored in Document fields. (more…)