Documents and Reports
The areas in One where you can view and generate reports, documents and correspondence are:
- Linked Documents
- Quick Reports
Linked Documents
The Linked Documents panel displays related documents, letters, reports etc. showing the File Description and File Name. A linked file for example, could be related to a person details, a letter generated from a timeline or a report attached to a communication log item.
- Linked Documents is located on the left-hand panel on the My Home Page. To view linked documents’ details, double-click or highlight a file, then select the Open button.
- Click the Next button to move to the next item.
- To view newly added files, click the Refresh button.
- To remove a file, click the Delete button.
Add a New Linked Document
To add a new file as a linked document:
- Click the New button to display the Files Linked dialog.
- Enter a File Description.
- Click the File Name folder to select a file.
- Click the Save button. The Linked By, Linked Date, Updated By and Last Updated fields are automatically populated.
- To upload the file, click the Yes button.
When the upload is completed, a message dialog confirms that the linked file is saved and uploaded. Uploaded By and Uploaded Date are automatically populated.
The maximum size for an uploaded file is 150 MB. If the selected file size is greater than the permitted upload limit, the file can be linked, but it cannot be uploaded, and the following message is displayed:
The file ‘filename.txt’ that you are trying to upload is larger than the maximum permitted size of 150 MB. It is recommended that you link and upload files individually.
Temporary Directory
Uploaded and opened files are stored in a temporary directory. When you return to the Files Linked window, One automatically removes copies of these files from the temporary directory.
You must ensure that the file you are uploading is not in use.
Quick Reports
The Quick Reports feature panel on the Home Page allows you to save and import Word Templates, in XML format. These can be run to extract data from a focus page, e.g. Person Details. Templates can be designed either as letters or as forms/documents.
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