Difference between revisions of "Features/File managment"
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TS solutions will often include files either as related content or generated artifacts. | TS solutions will often include files either as related content or generated artifacts. | ||
All you have to do to add file support for a solution, is adding field of type Files. | All you have to do to add file support for a solution, is adding field of type Files. Office files can be edited online (WebDAV) and media files will be handled gracefully. | ||
Note that it is also possible to bulk convert documents to structered data using [[Features/AI conversion| AI document conversion]]. | Note that it is also possible to bulk convert documents to structered data using [[Features/AI conversion| AI document conversion]]. | ||
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=== Instructions === | === Instructions === | ||
# Enable WebDAV in | # Enable [[WebDAV|WebDAV in configuration]] | ||
# Click the icon with pencil overlay to edit a file directly | # Click the icon with pencil overlay to edit a file directly | ||
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== Document signing == | == Document signing == | ||
Signing will be handled by extenral providers. TS supports | |||
* Criipto | |||
* DocuSign | |||
Unless you need inetrnational signatures, TS recommends Criipto. (Docusign pricing is steep and the plans are quite unflexible). | |||
=== Instructions === | === Instructions === | ||
Use the following to set up Crriipto document signing | |||
# Create an appropiate template | # Create an appropiate template | ||
# Add an [[Features/Workflow_engine#Automated_actions|Status action]] | # Add an [[Features/Workflow_engine#Automated_actions|Status action]] | ||
# | #* Activate codeunit execution | ||
# | #* Set codeunit to | ||
# | #** dk.tempusserva.signing.criipto.CriiptoStatusAction | ||
## | #** dk.tempusserva.signing.criipto.CriiptoStatusActionGenerator | ||
# Modules > Configurations | |||
#* oauthCriiptoAllow: true | |||
#* oauthCriiptoClient: From Criipto setup | |||
#* oauthCriiptoHost: From Criipto setup | |||
== Media files == | == Media files == | ||
Latest revision as of 11:29, 9 November 2024
Usage
TS solutions will often include files either as related content or generated artifacts.
All you have to do to add file support for a solution, is adding field of type Files. Office files can be edited online (WebDAV) and media files will be handled gracefully.
Note that it is also possible to bulk convert documents to structered data using AI document conversion.
WebDAV editing
WebDAV will the user to edit files directly witout the need for downloading and the uploading the files. Note that you must have WebDAV enabled software such as Microsoft Office installed.
Supported formats include
- Word (docx)
- Excel (xlsx)
- Powerpoint (pptx)
If the server is added as a trusted site, it is also possible WebDAV edit files containing macros (doxm,xlsm,pptm).
Instructions
- Enable WebDAV in configuration
- Click the icon with pencil overlay to edit a file directly
Document generation
Documents can be generated by inserting data in special tags in predefined templates.
Output includes
- Word
- Excel
- Powerpoint
Instructions
- Entity > Advanced
- In template list press: Add
- Upload file
- The file can contain tags that must match field name in the solution
- Set displayed template name
- Optionally set output fieldname (must be a file field)
Document signing
Signing will be handled by extenral providers. TS supports
- Criipto
- DocuSign
Unless you need inetrnational signatures, TS recommends Criipto. (Docusign pricing is steep and the plans are quite unflexible).
Instructions
Use the following to set up Crriipto document signing
- Create an appropiate template
- Add an Status action
- Activate codeunit execution
- Set codeunit to
- dk.tempusserva.signing.criipto.CriiptoStatusAction
- dk.tempusserva.signing.criipto.CriiptoStatusActionGenerator
- Modules > Configurations
- oauthCriiptoAllow: true
- oauthCriiptoClient: From Criipto setup
- oauthCriiptoHost: From Criipto setup
Media files
Media files are natively supported without the need to change anything
- Images have thumbnails generated
- Videos open in a player
- Videos support streaming (jumping / skipping in the playback)
It is also possible to use specialized fields in solutions
- Files: Pictures
- Image uploads on mobile devices can use camera as a source
- Files: Videos
Note that it is quite easy to set up an autmated video scaling process, if the underlying storage is S3.