Features/File managment

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.

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

1. Enable WebDAV in configurations (default is off)
2. 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
• PDF

Instructions

1. Entity > Advanced
2. In template list press: Add
3. Upload file
   • The file can contain tags that must match field name in the solution
4. Set displayed template name
5. Optionally set output fieldname (must be a file field)