Simple note – The user can add a simple note in the Notes field.The Open button on the Attachments page will open the URL on a browser tab. Attach URL – The user can enter a URL in the Notes field, such as.Attach file – The user is prompted for a file.In the Class field, specify a class to define the behavior for the document type:
In the Name field, enter a longer name, such as SharePoint files or HR Docs. In the Type field, enter a short name for the new document type, such as SharePoint or HR Docs. To create a new document type, follow these steps. The File and Image default document types are configured to use Azure storage as the location. You can use these document types to categorize an attachment as a file, image, note, or URL. Each document type can be stored in a unique location.Ī default set of document types is provided. Configure document typesĭocument types are used to categorize the documents that you attach to records or the templates that you create. To learn more about document management, watch the short Document Management video. It includes information about the concepts and features that are involved in this functionality. This article explains how to configure document management (document handling) so that it stores file attachments and notes for records.