Files Lookup Dialog

Select one or more projects or locations from the dropdown list. Folders and sub-folders for the selected projects and locations will appear in the tree below.

The folders and sub-folders for all of the projects and locations selected in the Project/Location Dropdown appear in this tree as well as the shared folders. The number in parentheses after the folder name indicates the number of files in the folder. Click a folder to select it and display its contents in the table. The selected folder is highlighted in orange.

Clicking this button opens this dialog:

 

Use the dialog to upload files to the Document Manager folder selected in the Folder Tree and attach them to the current record. Drag and drop files to the green box and/or click the Select button to browse for files. Files will appear in the table. When all of the files that you wish to upload and attach appear in the table click the Save & Exit button.

Click this button to show a thumbnail view of the file currently selected in the table

 

This is a toggle button. If you click it only the highest version number of each file will be displayed in the table and this button changes to this:

 

 

Click again to remove the version filter.

All fields in the table are read only. This table displays the files in the folder selected in the tree. Double click a line in the table to close the dialog and add it as the attachment to the current record. Checked out files have a gray background.

Use the text box search for files within the selected folder. Check the box if you wish to apply the search to text within files as well.

A thumbnail preview of graphic files.