cats:procedures:documentmanger

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cats:procedures:documentmanger [2018/12/10 19:43] – [Managing Attached Documents] amandacats:procedures:documentmanger [2019/11/11 16:43] (current) – jen
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 =====Document Manager===== =====Document Manager=====
 +{{entry>0;Document Manager;-}}
 This CATS feature allows a user to attach any file type (image, pdf, text etc.) to a screen in CATS. This copies the file into a folder on your network drive, allowing all CATS users to access that file through Document Toolbar.  This CATS feature allows a user to attach any file type (image, pdf, text etc.) to a screen in CATS. This copies the file into a folder on your network drive, allowing all CATS users to access that file through Document Toolbar. 
  
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   * Sampling Screen   * Sampling Screen
  
-<note warning>Editing attached documents does not actually modify the file that's stored in CATS.</note>+<note important>Editing an attached document does **not** actually modify the file that's stored in CATS. Instead, edit the document by locating it in the original location and then re-attach it to CATS.</note> 
  
 ====Add an Attachment==== ====Add an Attachment====
 In CATS, navigate to the screen to which you want to attach a file.\\  In CATS, navigate to the screen to which you want to attach a file.\\ 
-{{:cats:procedures:documentmanager_mainpurchasescreen.png?|For example a purchase contract}}+[{{:cats:procedures:documentmanager_mainpurchasescreen.png?|For example a purchase contract}}]
  
 <note tip>You can add multiple files at once. Simply select multiple files to attach and drag them all onto the screen. </note> <note tip>You can add multiple files at once. Simply select multiple files to attach and drag them all onto the screen. </note>
  
 In Windows Explorer, navigate to the folder that contains the file you want to attach. Drag and drop the file(s) that you wish to attach from Windows Explorer onto the CATS screen.\\  In Windows Explorer, navigate to the folder that contains the file you want to attach. Drag and drop the file(s) that you wish to attach from Windows Explorer onto the CATS screen.\\ 
-{{:cats:procedures:documentmanager_dragfile.png?|Drag the file to attach.}}+[{{:cats:procedures:documentmanager_dragfile.png?|Drag the file to attach.}}]
  
-<note tip>You can drag-and-drop files from the Desktop, or attachments from Outlook.</note>+<note tip>You can also drag-and-drop files from the Desktop, or attachments from Outlook.</note>
  
 By default, CATS will store the file using the file's original name. You can enter a different name here and specify the starting position for the file and press **Apply** to continue.  By default, CATS will store the file using the file's original name. You can enter a different name here and specify the starting position for the file and press **Apply** to continue. 
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       * **Up/Down with Number**: Moves the file up or down by the number you enter in the space provided.        * **Up/Down with Number**: Moves the file up or down by the number you enter in the space provided. 
   * **5 (Unattach)** - Click the broken link icon to Detach the file from this screen. ++ Click for screenshot | [{{:cats:procedures:documentmanager_clicktounlink.png?600|Option to unlink this file from this screen - broken link icon.}}] ++    * **5 (Unattach)** - Click the broken link icon to Detach the file from this screen. ++ Click for screenshot | [{{:cats:procedures:documentmanager_clicktounlink.png?600|Option to unlink this file from this screen - broken link icon.}}] ++ 
- <note>This does **NOT delete** the file from either its saved location on your disk or its original location.</note>  * **6 List of documents**. + <note>This does **NOT delete** the file from either its saved location on your disk or its original location.</note>   
- +  * **6 Collapsing the Document Toolbar**: If you wish, you can collapse the Document Toolbar so that only the blue folder icon is displayed. Click on the "blank" button on the bottom right side of the screen to collapse the attached documents box and leave just the blue folder on the screen.++ Click for screenshot | [{{:cats:procedures:documentmanager_collapse.png?|}}]++ 
-====Collapsing the Document Toolbar==== +{{tag>"document manager"}}
-If you wish, you can collapse the Document Toolbar so that only the blue folder icon is displayed. Click on the "blank" button on the bottom right side of the screen to collapse the attached documents box and leave just the blue folder on the screen.\\ +
  • cats/procedures/documentmanger.1544470994.txt.gz
  • Last modified: 2018/12/10 19:43
  • by amanda