Documents

Learn about the document configurations.

Allow multiple file uploads / drag&drop

Enabling this option enables the following behavior:

  • Aurea CRM win: Documents can be uploaded using drag&drop, see Assigning Documents with the Mouse in the Aurea CRM win User Manual. This works in all levels that contain a Document overview button.
  • Aurea CRM web: Multiple documents can be uploaded/linked to a record, see Saving Documents in the Database in the Business Logic Manual. (If the option is disabled, only one document can be uploaded at a time.)
Note: Users need sufficient access rights for D1 and D3 in order to be able to upload documents.

Company document link in person

Enable this option to determine that adding a document link to a person results in a document link also being added to the company.

Document class used for drag&drop

Note: This setting applies to Aurea CRM win only.

Use this option to automatically enter a value in the Doc.Class field of the document record based on the MIME type when adding documents using drag&drop. Enter the MIME type in the ID field (e.g. "application/msword") and select Load value from the context menu to determine the desired document class (entered in the catalog base language).

Requirements: The option Allow multiple file uploads / drag&drop must be enabled.

For information on MIME types, see http://www.iana.org/assignments/media-types. Aurea has tested the following document types: .doc, .docx, .xls, .xlsx, .csv, .pdf, .xml, .bmp, .gif, .jpg, .tiff, .png, .ppt, .pps.

No company fields/No person fields

Enable these options to prevent document fields in the Company or Person in Company info areas from being offered as targets when saving documents.

File types to be retained

By default, Aurea CRM deleted temporary files immediately after they have been accessed. Use this option to prevent certain files (e.g. .zip) saved in Aurea CRM's document management from being deleted upon opening.

Enter the file extensions in the value field separated by semicolons.

No document link for companies

Enable this option to prevent document links from being added to company records when adding a document link from a company-dependent info area.

No document link for persons

Enable this option to prevent document links from being added to person records when adding a document link from a person-dependent info area.

Note: If you wish to completely disable the automatic creation of document links, you need to deny access to the Document Link info area (D3) in the Rights module, see Rights.