Document Grid and Documents

The Document Manager provides a central location for uploading and reviewing Documents attached (or to be attached) to entities within Concept Evolution.

Documents can be attached to enabled entities.

The list of Documents is maintained here.

Facilities > Document Manager

The link will open the Document Manager grid. It is a grid view which can be searched, sorted and customised as normal.

Note: New Documents can be added directly from the Entity, from the entity select sub menu Documents and follow the below process. Any Documents added directly from an entity can also be found in the Document Manager.

To add a new Document click New , to edit and existing Document click Edit . A pop up window will appear which will allow the creation or amendment of a Document.

Click to view - Document Fields and Descriptions

Field Name	Description
Document Ref	The Document reference.
Author	The author of the Document.
Title	The title of the Document.
Subject	The subject of the Document.
Category	The category of the Document.
Class	From the drop down select the Document Class - for more information see Document Classes
Sub - Class	From the drop down select the Document Sub - Class - for more information see Document Sub-Classes
Notes	Notes relevant to the Document.
Document Type	From the drop down select the Document Type: Document - this will allow upload of a Document, if this option is chosen a Repository must be selected. URL - this will allow a URL to be entered, if this option is chosen the full URL must be entered.
Expiry Date	The expiry date of the Document.
Available on	From the drop down, check the boxes to make the Document available in: Evolution Connect Reach
Last Uploaded by	Auto populated with the User who last uploaded the Document.
Last Uploaded Date	Auto populated with the last date the Document was uploaded.
File Name	Auto populated with the file name created for the Document.
File Type	Auto populated with the file type of the Document.
Number of Times Uploaded	Auto populated with the number of times the Document has been uploaded.
Document Version	The version number of the Document.

Complete the fields and click Save and Close .

Assignment of Documents to Entities