Documents Tab

FlexNet Manager Suite 2019 R1 (On-Premises Edition)
The Related documents tab lists any documents that have been linked to a user account. For example:
  • Uploaded and stored in the operations database (as datatype image and saved unencoded)
  • Described, if the original is a physical document in an archive location
  • Referenced as either a UNC file path or a URL. In these cases, different browsers, and depending on security settings, may (or may not) allow clicking the path to open the document in the default application. Where click-through is not supported, a dialog appears so that you can copy the path to the appropriate place.

Understanding card view

The card view displays the following information:

Columns available in list view

The following columns are available in the list view of attached documents.

Column Details
Actions
A group of icons allowing individual actions on the document listed in the same row:
  • — Enabled only when multiple versions of the same document have been uploaded to the central application server, this displays a list of the revisions that have been saved. Earlier versions of uploaded documents are also available here.
  • — Allows editing the document record (but not the document itself). Equivalent to selecting the document in list view and clicking Edit above the list. This can include switching the Method of attachment (or record Type), so that where you originally gave a reference to the physical document, you may now upload a scanned PDF of the document instead.
  • — Retrieve a copy of the document, where possible (this icon is disabled for records describing a physical location). For documents that have been uploaded to the central application server, this downloads a copy of the file to your computer. For document records that have a UNC file location, a dialog appears from which you can copy the path to Windows Explorer or your web browser. For records giving a URL, the web browser opens that URL in another tab.

Neither the actions nor their icons are configurable.

Attached by

The operator's account (login) that created the record of the attached document.

Not editable.

Date attached

The date and time when the operator linked this version of the document to the purchase record.

Not editable.

Description

The information entered when an operator most recently attached or edited the document details.

Editable in the Documents tab of these properties, as you create (or update) the link to the related document.

File type

For uploaded files, this is the system-determined file type. For other kinds of linked documents, this displays Unknown.

Not editable.

Name
Displays the connection details for the document:
  • The file name for uploaded documents
  • The link details for UNC or URL links
  • The location details you entered for physical documents.

Editable in the Documents tab of the purchase properties, as you create or update the link to the related document.

Size
For uploaded files, displays the system-determined size of the uploaded file (maximum 10MB per file). Shows Unknown on cards or listings for other kinds of links to documents.
Note: The maximum permitted file size is specified in the web.config XML file on your central application server (or, in larger multi-server implementations, your web application server). Two attribute values (httpRuntime maxRequestLength in kilobytes, and requestLimits maxAllowedContentLength in bytes, where 1 KB = 1024 bytes) must be kept in sync. When the web application server is [re-]started, the values in this file are passed to Microsoft IIS, which enforces the file limits.

Not editable.

Type

The kind of reference made to the related document (Document upload, File location, Physical location, URL).

Set as you create the link to the related document.

Tip: You can edit this field when you Edit the document record. For example, you may have started with a reference to a physical document, but now you have scanned the document and want to upload a PDF file to save in the operations database. Simply change the Method of attachment to Document upload, and complete the remaining details to upload your PDF file (see Attaching a Document to a License).