Working with Document (File) Attachments
You can augment many forms by attaching documents (files) that are related to the specific form, properties on the form, or records in a collection. You can also import documents into the database or link documents from file servers or FTP/SFTP servers. The documents can then be attached by other users to forms, properties, or records. Query and Note forms cannot have attachments.
Document Types
Before documents can be imported into the system and attached to forms, properties, or records, an authorized system administrator must use the Document Types form to specify information about the types of documents that can be attached, and where each type of document will be stored. Documents can be stored in the application database or in a linked server or FTP/SFTP location.
When a document is imported or attached, a document type is assigned to the document. Documents can be filtered based on document type.
When a document type is created, a default file extension is assigned to it. This file extension is overwritten if the document you import actually has a different file extension.