File storage
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The file storage allows store files in system.
From report templates
: Files in PDF format created when aDocument
(Document) is generated from aReport template
(Report template).External files
: External files in any format imported to the system.
A file storage can be associated to system record through a Table id
and Record id
.
View
Fields
You should fill these fields to generate a file storage:
No.
: This field is obtained from serial number configured in Docuten eSign setup.Title
: This field is obtained automatically.PDF
: When the file is a PDF.Docuemtn no.
andDocument status
: These fields are filled automatically if exist aDocument
(Document) for this file storage.Table id.
andRecord id.
: These fields can be filled automatically if you want associate the file storage with a system record.
Actions
The actions that can be performed from a report template are detailed.
Load file storage
To load a new File storage
you should use the functionality Click to choose a file or drag it here
that allow you click to image to select a file or drag & drop a file.
Download file
Allow you download file.
Update file
Allow you update file if the Document
(Document) was not sent to Docuten.
Create document
Allow you create the Document
(Document). A Document
will be created automatically when the loaded file is a PDF.
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