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Using a URL Link to Access Documents in Decisions
  • 24 Sep 2020
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Using a URL Link to Access Documents in Decisions

  • Updated on 24 Sep 2020
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Article summary

Overview


Decisions URL's paths system were designed to provide users with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using a wide variety of additional options like Security and View. This can be helpful for accessing Documents that have been added to a project. Navigating to a Document's URL will download the Document to a user's configured download location. 

Example

Adding Documents


Add a Document to Decisions by right-clicking on any Designer Folder and then selecting Add>Entity>Document. 

This action brings up the Add Document panel which allows users to Name the Document, give it a Description, and upload it by dragging in a file, or selecting Choose File. 

Downloading Documents

Once a Document is added, users may access it via URL. To obtain a URL to locate the Document, right-click the Document and select Manage > Get Document URL.

From the resulting pop-up window, copy the Document URL from the clipboard. 

Note
Users may navigate to a Document by referencing the known ID; the ID can be obtained by right-clicking the Document and navigating to Manage > Get Document ID. Users can then use the format http://baseportalURL/?documentId= followed by the Document's ID to navigate to the file.

Navigating to this URL through a web browser downloads the Document to the default Folder on the user's computer. 


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