Documents in Placements

Documents in Placements

Users can now add and manage Documents for Spaces in Placements. Select the ellipse (three dots) to open the overflow menu.

Open the Overflow Menu for a Space

Then select DOCUMENTS to open the document management modal.

Documents in Spaces
  • The modal displays the documents specific to the selected space only.
  • User Group members with access to Placements have access to the Documents modal; the Document Category permissions still apply just as they do in Client or Family Documents.
  • New documents can be uploaded, or existing ones may be edited, deleted, or downloaded. However, there is no option to set a profile picture.
  • If a Space is renamed, a new folder is created in Alfresco but it is associated with the same owner ID, allowing documents from both folders to display for the newly renamed Space.
  • The application associates a document with a Space via an owner ID in Alfresco.
    • The Owner Id identifies the Space which has a Name and Description.
    • The Folder is stored with the Name.
Changed
Wed, 04/20/2022 - 16:39