Allow attachments to be stored as different documents instead of clipped to the form
Allow attachments to be stored as different documents instead of clipped to the form. Example. I have a vendor application, and they attach multiple documents, have each attachment stored as it's own document with the data from the Form as index values.
Julie Ritzman
shared this idea
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Jeff
commented
I am finding more and more requests for the feature.
A good implementation might be that attachments can be designated as being clipped to the eform, or unclipped.
Unclipped attachments should be indexed the same as the eform, but allow for an override of the index values within the attach file component.
For example, an e-form collecting personal information. I might add one attachment component, and default the document type for anything attached to this as "Drivers License", but apply all of the other index values from the form. I might add a secondary file attachment component to collect a receipt, and I would customize the document type for this box as "Receipt".
The result in DocuWare would be the e-form, a drivers license and a receipt, all primarily indexed from the e-form, but the document type is customized for the drivers license and receipt.
The ability to do this would be hugely helpful. My only other option at this point to produce this result is to put an e-form with attachments through IDP, but that seems like overkill for a fairly simple task.
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Matteo Cogliati commented
Actually you can store each attachment as new document but you must use a template. It would be great if you can define if template is needed or not for each attachment af the DW Form