Creating document categories

On the Document Types form, you must create categories for the documents that can be attached to records. In the Shared Groups grid, you must assign groups to each document type, based on who should be able to access documents in the category.

When you assign the portal group to a document type, you make documents in the document category available to portal users. If you also assign a back office group to the document type, you make documents in the category available to users in the back office.

The name you give a document type should be meaningful to portal users, because they must select the type when uploading a document. For example, you could have a category for inventory items. Use the Document Types form to create a document type called Item Docs and associate the .pdf file extension and application/pdf media type with that document type. This document type could then be used when attaching files to items in the back office or on the portal.

Note: The maximum allowed file size for a file uploaded on the portal Documents page is 10 MB and the maximum allowed file name length is 256 characters. In a cloud environment, only these document and image file types can be uploaded: PDF, JPG, PNG, GIF, TIFF, or BMP. In an on-premises environment, all document types supported by the client browser can be uploaded.