Adding Documents to the Portal

Overview

Adding documents to the Decisions Portal makes them available to use throughout Decisions by giving the Document an ID and a URL. The ID/URL is then mapped to specific objects within Decisions that function to call on the intended document. This ability allows users to use pre-existing written content as a data source for a variety of steps.

Add Document 

1. In the Decisions Portal, right-click the name of a Designer Project under the Folders tree to display Action Menu for that Folder. 
2. Navigate to Add > Entity and select Document.
3. Provide a Title and if desired, a Description. Decisions uses this Title to list the document in a Report.
   
   Then, drag the Document from its location on the Local File System into the Drag file here field, or use the CHOOSE FILE button to select the Document via the computer's file browser.
   
   Document Properties

   Decisions uses the Title to list the Document in a Report. The Description provided is used to outline details regarding the Document and is shown in the Folder Data Report on the right when the corresponding line item is selected.
   
   
4. Click ADD Document. 
   Once the document has been added, it can be viewed in the default Folder Data Report of the Folder it was added to.

   

Drag and Drop

An alternate method of adding a Document to Decisions, is dragging and dropping the document into space in the Designer Project from the location of the document in the local computer.

1. Navigate to the desired Designer Project. 
2. Navigate to the file's location in the local computer.
3. Drag and drop the document from its location in the local computer into the empty space of the Folder. 
   
4. When the File Upload box appears, confirm that the correct document is being added.
5. Select ADD AS DOCUMENT.
   Once complete, the document will appear in the Folder Data report as shown above.
   

Open in Internal Viewer

The Internal Viewer allows users to view a File without having to download it first. This setting must be changed for each file type.

1. Navigate to System > System Data > Document Types, choose a Document Type, and select Edit in its action menu.
2.  In the Edit DocumentType dialog, set Open in Internal Viewer to true.
3. Select SAVE DOCUMENT TYPE.
   
4. Select a file, choose View in the action menu to view the file in the Internal Viewer.

Viewing via Folder Activity Panel 

After enabling a DocumentType in the Internal Viewer, users may view their added documents from a Page via a Folder Activity Panel component.
These Panels display each stage within process workflow logic and are based on State configurations. This can be especially helpful for demonstrating stages within a Process Folder.

To add a Folder Activity to a Page and View an added document file from it:  

1. From the Page Designer, drag in a Folder Activity Panel component from Toolbox > FAVORITES.
   
2. Save and Close (X) the Page Designer.
3. From the Decisions Studio, right-click the desired Folder in the Folder Tree, select Manage > Page/Dashboard > Add Page/Dashboard, and PICK the Page containing the Folder Activity Panel.
   
4. After adding the Page, navigate to its tab within the Folder, locate the added document and click VIEW.
   Note on Viewable Documents 

   Note that the document MUST be enabled as openable in the Internal Viewer.