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

• 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