Files in the PICSWeb Organisation Summary

The Files tab in the Organisation Summary shows any files that have been attached to the organisation. For each file, the following details are shown:

  • Filename

  • Description

  • File Type – This is a custom value used to categorise files uploaded to PICSWeb records. Types are maintained in the Document Types section of List and Type Configuration.

  • Created date and time

  • Last Modified date and time

Filtering the Files List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

  • Description/Filename Search

  • File Type

  • Number of files displayed

Exporting the Files List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding File Attachments

Selecting Actions > Add File will open the Add File window. Here you can enter the Description and File Type for your file attachment, and either drag and drop a file into the box or select it to browse for the file. Once you are finished, select Save to add the file.

Attaching Files with WebForms

If you are licensed to use WebForms, you can select Actions > Create File WebForm to generate a new webform that, after being filled, signed and approved, will be attached as a file in this tab.

This process is explained in Organisation File WebForms.

File Actions

Selecting the ... icon by a file will show the following options:

  • Download

  • Edit – This will open a window where you can edit the Description and File Type for the file. When you have made your changes, select Save to finish.

  • Delete – This will remove the file attachment. You will be prompted to confirm before the attachment is deleted.