Wiki source code of Generate / Upload Files

Last modified by MasterApps Support on 2021/06/18 01:55
Show last authors
1 Files can be added to the **Files** area of **Injury Master** by one of the following methods, found in the **blue** buttons in the top right corner of the **Files** area:
2
3 1. **Generate** (system Smart Forms)
4 1. **Upload** (general files)
5 1. **Upload via Email** (attachments)
6
7 [[image:Attachments.WebHome@mceclip0.b4c8f.png||style="max-width:668px" alt="mceclip0.png"]] 
8
9 ==== **Generate** {{id name="generate" /}}====
10
11 [[image:Attachments.WebHome@mceclip2.c2296.png||style="max-width:226px" alt="mceclip2.png"]]
12
13 Selecting the **Generate** button will display a list of available Smart Forms for you to choose from. By selecting your chosen form, you will be redirected to the generate form page itself.
14
15 [[image:Attachments.WebHome@mceclip3.a5372.png||style="max-width:606px" alt="mceclip3.png"]]
16
17 You can enter as much information as you like into the form. Once you are finished, you can either **Save Changes** or **Complete**. You can also tick the box “This file is a draft” to have your file labelled as **Draft**.
18
19 [[image:Attachments.WebHome@mceclip4.0026b.png||style="max-width:311px" alt="mceclip4.png"]]
20
21 Selecting **Complete** will redirect you to the successfully generated alert, from where you can **Download** your completed form or **Edit Form**. You form will now appear in the **Files** area.
22
23 [[image:Attachments.WebHome@mceclip5.f4a96.png||style="max-width:675px" alt="mceclip5.png"]]
24
25 Selecting **Save Changes** will keep you in the generate form page, but your changes will be saved if you navigate away. Your form will appear in the **Files** area with an **Incomplete** label, as well as an **Edit Form** button in place of the **Download** option.
26
27 Below you can see an example of how the **Incomplete** (Save Changes), **Draft** and **Complete** forms appear in the **Files** area.
28
29 [[image:Attachments.WebHome@mceclip6.ffbc8.png||style="max-width:722px" alt="mceclip6.png"]]
30
31 Any Smart Forms generated in **Files** can be further edited at any stage.
32
33  
34
35 ==== **Upload** {{id name="upload" /}}====
36
37 The blue **Upload** button will open the **Upload File** window, from where you can add files from your desktop. You will be prompted to enter identifying information for the file you wish to upload.
38
39 [[image:Attachments.WebHome@mceclip7.5c6a0.png||style="max-width:500px" alt="mceclip7.png"]]
40
41 The first detail to be set is **Visibility.** Files can be set at 1 of 4 levels of visibility, affecting which IM Users will have access to view the file. Select the drop-down arrow to reveal the following options:
42
43 1. **Account level (anyone can view)** – every IM User can view
44 1. **Specific to a Company or Scheme** – only Users with access to see the specified Company / Scheme can view
45 1. **Specific to a Person** – only Users with access to see the Cost Centre the specified person is connected to can view
46 1. **Private (with selective sharing)** – only the User setting visibility, plus any further specified Users can view
47
48 Selecting a visibility other than **Account level** will prompt you to then specify the Company, Scheme, Person or Users according to your selection.
49
50 [[image:Attachments.WebHome@mceclip8.3215b.png||style="max-width:506px" alt="mceclip8.png"]]
51
52 Further information must be completed before file can be uploaded:
53
54 *. **Title** – the name of the file to be displayed in the Files area
55 *. **Tags** – browse existing tags or add new as coloured markers for searching / grouping
56 *. **File** – selecting **Browse** will open your documents to select a file from
57 *. **Date** – date and time of file upload can be specified (defaults to current moment)
58 *. **Notes** – type optional extra notes which are displayed in the files list
59 *. **Attached File(s)** – select existing file or upload another file to show as being attached to this file
60
61 Once satisfied, select **Upload** to save your new file or **Cancel** to discard and return to **Files** area.
62
63  
64
65 ==== **Upload via Email** {{id name="upload-via-email" /}}====
66
67 [[image:Attachments.WebHome@mceclip9.8764c.png||style="max-width:148px" alt="mceclip9.png"]]
68
69 Selecting the **blue** drop-down arrow reveals the option to Upload via Email. Selecting this will open the **Upload via Email** window.
70
71 [[image:Attachments.WebHome@mceclip10.b84a5.png||style="max-width:386px" alt="mceclip10.png"]]
72
73 To upload files via email, copy the blue link into the address bar of your email browser. The attachments or content of the email will be uploaded into the **Files** area according to the explanation in the blue information box above.
74
75 Once the link has been copied, select **Close** to return to the **Files** area.
76
77 Files uploaded via email can also have visibility specified from the drop-down list under **OPTIONS**. Please note that your choice changes the address link, so each new email upload will require a new link to be copied.
78
79 [[image:Attachments.WebHome@mceclip11.33fd1.png||style="max-width:303px" alt="mceclip11.png"]]
80
81 Choosing files to be specific to a Company / Scheme or Person will further prompt you to specify the company / scheme / person accordingly, similarly to the general upload. Please note that selecting “Make uploaded files private” will not prompt a further selection, but will make the uploaded file appear only to the User who created the link. Other users can later be added to the visibility settings from __Edit__ once the file has been uploaded.

Child Pages

XWiki