This table contains all uploaded files from all forms of the FM portal. The upload itself must take place in the respective form to which the document is to be assigned.
Identification
In this section data for the identification of the document is displayed.
| Property | Description |
| Inheritable | Specify here whether the document, if uploaded to a matchcode, can be inherited by the objects of this matchcode. |
| Abbreviation | Abbreviation (e.g. file number) of the document |
| Description | Detailed description of the document content |
| Barcode | Individual number (i.e. barcode or QR code) that consecutively identifies the document |
| Designation | Brief description of the document with notes on the content |
Download linked file
The document storage form is extended by an area that displays a download link to download the file.
Document-related data
This group includes characteristics that relate directly to a document, such as title, creation date or file type. They describe the basic properties and metadata of a document in the system.
| Property | Description |
| Confidentiality level | Confidentiality level of the document from the list of stored confidentiality levels. The document may only be shared within the scope of the stored level. |
| drawing number | Number of the drawing, if the document is a drawing. The field has been discontinued. The "Abbreviation" field should be used instead |
| Version | Version of the document, if the document exists in several versions |
| date | Date on which the document was created, e.g. the date of an invoice or letter |
| Author | Author who wrote and is responsible for the document |
| Status | Status of the document, as a selection from the stored status list |
Applicability
This group of characteristics includes properties that define the applicability and validity of a document. It determines under which conditions and in which context the document is relevant and usable.
| Property | Description |
| Scope of application | Textual indication of the scope of the document |
| Valid from | Date from which the document is valid |
| Valid until | Date until which the document is valid |
Document category
This group includes features for classifying and categorizing documents. It enables structured organization and makes it easier to find relevant documents.
| Property | Description |
| trade | Trades (document class) to which the document is assigned |
| trade group | Trade group (subclass) to which the document is assigned |
| Register/Document type | Register (document type) to which the document is assigned |
Location-based data
This group includes characteristics that relate to the geographical location or spatial assignment of the document. This can include information such as address, coordinates or regional affiliation.
| Property | Description |
| Floor | Local scope of the document: Floor |
| building section | Local scope of the document: Part of the building |
| Building group | Local scope of the document: Group of buildings |
| region | Local scope of the document: Region |
| room | Local scope of the document: Room |
| Location | Local scope of the document: Location / property |
| Country | Local scope of the document: Country |
| Building | Local scope of the document: Buildings |
| District | Local scope of the document: District |
| Room group | Local scope of the document: Spatial group |
Building / plant-related data
Document information, if the document refers to a structural or technical object
| Property | Description |
| Executing company | Name of the installer who created the document as part of its execution |
| Manufacturer | indication of a product manufacturer, if the document refers to a product |
| Object | The object to which the document refers, e.g. a technical object or an inventory item |
| Construction project / plant / plant component | Name of the construction project within which the document was created |
Document
The document is displayed in this info area if it is a PDF file. The info area is hidden for all other file formats.
Storage-related data
This feature group includes information on the physical or digital storage of documents. It includes attributes such as storage location, archiving status and retention periods.
| Property | Description |
| Shelf | Shelf number of the file folder in the archive |
| File folders (from archive management) | File folder in which a paper version of the document has been filed |
| folder number | Textual folder number as a reference to the folder in which a paper version of the document was stored |
| line | Shelf line of the file folder in the archive |
Upload and download unlinked file
Upload and download unlinked file
In this section you can upload, download and manage files.
Document Details
This section displays information on the document itself.
| Property | Description |
| User | Name of the user who uploaded the document. |
| file path | File path where the document was saved |
| File Name | Original file name of the document. |
| Upload Date | Date on which the document has been uploaded. |
| File Type | File type of the document. |
| File Size | File size of the document in bytes. |
Digitization category
The digitization category classifies documents according to the type and scope of their digital processing. It provides information about the degree of digitization and the technical handling of the document in the system.
| Property | Description |
| Document content | Select a content for the document that matches the category. |
| Category | Select the digitization category for the document here |
Assignment on the web form
This group contains characteristics for the assignment and classification of documents that were recorded via a web form. It includes properties such as document type, category and associated metadata from the online entry.
| Property | Description |
| Section UID | Reference to the form area within which the form is uploaded (if a form has more than one upload area) |
| Data Record ID | Internal number of the webform to which the document has been uploaded. |
| List / Webform | Intrasystem name of the webform to which the document has been uploaded. |
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