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Document Manager Dialog

 
Use this dialog to find one or more Document Manager folders or files and create links to them on the Attachments tab of the current record.
 
In prior versions of PMWeb, this was known as the Files Lookup Dialog.
 
Document Manager Dialog
1

BREADCRUMBS BAR

1. BREADCRUMBS BAR
The breadcrumbs are fully interactive. Use them to navigate up or down in a chain of folders. By default, the dialog opens to the root folder of the location or project that the current record is associated with. See Document Manager for more information about using the breadcrumbs to navigate between folders.
2

DIALOG TOOLBAR

2. DIALOG TOOLBAR
  • Save Button - Click to create links to all selected folders and files in the Attachments tab of the current record without closing the dialog
  • Save & Exit Button - Click to create links to all selected folders and files in the Attachments tab of the current record and close the dialog
  • See Document Manager for information about the other toolbar buttons
3

EXPLORER

3. EXPLORER
The Explorer shows all folders and files within the current folder. Select one or more folders or files here and then click the Save or Save & Exit buttons to create links to them in the Attachments tab of the current record. Files from your device can be dragged and dropped into the Explorer pane to upload them to the folder.
4

DETAILS PANE

4. DETAILS PANE
This pane shows attribute information related to the last selected folder or file in the Explorer pane.
5

FLOATING ACTION BUTTON

5. FLOATING ACTION BUTTON
Click this button to browse to upload files to the current folder