The following Control Parameters need to be set when using this functionality
Parameter Name |
Description |
Valid Values |
Browse Attachment Folder |
The start searching position when you are looking to attach a new file to a document. This typically would be the My Documents folder from Windows. |
Folder Path |
Default Bulk Filename Description |
Use Filename (suggested) or Description. This is the default source of the Description field when attaching bulk files |
Filename, Description |
File Store Location |
UNC Folder Path to Common File Storage Area |
UNC Folder Path i.e. {\\ServerName\FolderName} |
Delete Original Stored File |
When attaching a file to a Workbench record in the Stored File module, Determines if the original is moved (set to Yes), copied (set to No) or the user is asked what they want to do (set to Prompt). |
Yes, No, Prompt |
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The Control Parameter 'File Store Location' determines the base folder file store location. Workbench automatically creates folders under this base folder, one for each document type which we attach to (e.g. Purchase Orders, Job Invoices etc).
You can move the original file to this new location or take a copy. The Control Parameter ' Delete Original Stored File ' has the default position.