Linked Files
- Matthew Garrett
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The Linked Files screen allows users to save documents to folders outside of Framework ECM. By saving documents that relate to a particular job under these folders then linking them, users of Framework ECM and Framework Logistics Tablet can view these documents from within the software.
Once the functionality is activated, all new jobs that are created will automatically have job linked files folders created, as per the template folder structure in the job files folder of Framework ECM.
For Best Practice information, see Implementing And Managing Job Linked Files or see Linked Files DMS Management for Preference details for DMS in Framework ECM 2020.
Legacy LAN Tab
Procedures
Uploading A Linked File
Click Upload.
Select the file(s) from the LAN structure.
Click Open. The dialog will close and a linked file will be added.
Exploring Linked Files
Click Explore
The local Explorer window will open and changes can be made, such as moving files around, re-naming, etc.
Exit from the Explorer window when done.
Linked Files Tab
Adding A Linked File
Click New. The Linked Files dialog will be displayed.
Select the Linked File Category
Enter the details.
Click OK. The dialog will close and a linked file will be added.
DMS
DMS is Insula's cloud-based document management system. For further information on activating DMS, please Contact Insula Software.
This documentation assumes the connection and behaviour Security Preferences are set and the Jobs/Projects are present on the Platform.
See Linked Files DMS Management for details on managing Authentication and Preferences for DMS in Framework ECM 2020.
Open DMS
The Open DMS button launches DMS, presenting the Framework Linked Files page linked to the Job.
Preferences can be set to refresh the DMS Linked Files page when the Job is changed in Framework ECM.
Add to DMS
The Add to DMS button is used to select a Document in the on-premise network to add to the DMS cloud.