Instructions
DMS Widget – Document Upload
(Installation and configuration)
DMS Installation
Latest Market
Latest Beta Vienna Advantage Base Files
Latest Beta Vienna Advantage Framework
Latest Beta Vienna Advantage Dashboard
Latest Document Management System
Config widget
Login with SuperUser with System Administrator Role
Open Window -> Widget Library
o Add new record
o Name = VADMS_Document Upload
o Display Name = Document Upload
o ModuleInfo = Document Management System
o Active = Checked True
o Window = Checked True
o Home Page = Checked True
Save record
Navigate to tab -> Widget Translation
Add new record
Name = English
Translated = Checked True
Active = Checked True
Save record
Navigate to tab -> Size
Add new record
Width = 2
Height = 2
ClassName = VADMS.Widget.DocUploader
Image = <Your own choice image>
Active = Checked True
Save record
Navigate to tab -> Access
Add new record
Role = System Administrator
Active = Checked True
Save record
Widget configuration on window
Open window -> Screen Configuration/ Window Tab & field
Search or go to record -> Invoice (Customer)
Update the record
Window Width = 55
Landing page = Checked True
Save record
Navigate to tab - > Invoice
Navigate to tab - > Tab Panel
Add new record
Name = DMS Documents
ClassName = VADMS.Widget.DocViewerPanel
Sequence = 10 (if there is another panel then check and add sequence number as per required)
Icon Path = VADMS/Images/documenticon.ico
Default = Checked True
Active = Checked True
Save record
Widget Access to Role
Open window -> Role
Select your role
Navigate to tab -> Widget Access
Add new record
Widget = VADMS_Document Upload
Active = Checked True
Testing
Open window -> Invoice (Customer)
Open widget panel by clicking Edit button on landing page on top right
Scroll to Document Management System section
Drag and drop widget -> Document Uploader onto landing page
Close the widget panel
Use and test Widge