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6. Documents

User & Administration Guide — Version 1.0.0.24

Guide summary

Upload files to RequestDocuments and tag them with a request and a document type. Document types are maintained in Settings, then Document Types, under Lookups.

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Upload and tag

Upload a document and tag it to a request and document type
Files live in the RequestDocuments library on the host site.

Each file is tagged with the request it belongs to and a document type. Manage the type list from Settings.

  • Choose the file and the request it belongs to.
  • Set the document type. Types come from the Document Types lookup.
  • The file is stored in RequestDocuments, not in a separate product database.

RequestDocuments is a metadata-tagged library. SharePoint still controls who can open the site and read the library.