Uploading Documents

Learn to upload on Aurea CRM.Web.

Users can upload local documents into Aurea CRM.Web via Collaboration > Documents > New or from the Related Data area of a record (Document Links tab > New > Upload new document).

For further details, see Saving Documents in the Database in the Web Business Logic User Guide.

By default, only one file can be uploaded at a time. You can enable uploading multiple files in the Configuration info area (MC) (Documents category, Allow multiple file uploads/drag&drop option). For further details, see Configuration Info Area in the CRM.Core Administrator Guide. If this option is enabled, users can also link multiple existing documents to a record (Document Links tab > New > Existing update.CRM document).

Note: Document fields never support multiple selection.

To modify the Upload Document dialog, see Special Field Groups Naming Conventions and Document.UploadFieldGroup.D1/D2. The values you enter e.g. as Keyword in the Upload Document dialog are applied to all uploaded files.

The type of documents that can be uploaded to Aurea CRM.Web can be configured in the settings.xml file. Add the list of file mime types to the parameter <UploadFileMimeTypes> under the <update.crm.base> element. The mime type names should be separated by a semicolon. If this parameter is not defined or is empty then there are no restrictions applied to the file types that can be uploaded. To get the complete list of mime types, see https://www.iana.org/assignments/mediatypes/media-types.xhtml.

The following example, shows the mime types for files that can be uploaded to Aurea CRM.Web. The mime types msword, pdf, onenote, rtf, mp4, mpeg, and xml are listed in the <UploadFileMimeTypes> parameter.

<update.crm.base>
    <UploadFileMimeTypes>
        application/msword;application/pdf;application/onenote; application/rar;application/rtf;video/mp4;video/mpeg;application/xml;
    </UploadFileMimeTypes>
</update.crm.base>

The size of documents users may upload to Aurea CRM.Web is determined by the upload size limit configured for the server, i.e. the maxRequestLength attribute of element <httpRuntime/> in the web.config file (default: 4 MB). If the limit is exceeded the upload process is aborted with "Internal Server Error".

To show an explicit error message on the client, you need to configure the IIS to return detailed errors.