Administrator Guide

There are several ways to upload a file to a specific record in Flex:

From the Action Bar of Display Pages using the “Upload a File” button. Clicking this button will create a folder if one doesn’t exist.

Configuring

1. From Advanced Settings edit the ActionBarItems setting where the Upload a File link should appear (ie. AccountsActionBarItems)
2. Add a value item using the following format: [Text Label]|[Icon Image File Name]|[Document Library]

Note: Using [BR] puts a line break in the text label.

From the Documents Sub-Grid (see configuration details in the Sub-Grid section of this Guide):

From the Document Library – directly upload into a given folder using SharePoint functions available from the Ribbon Bar, such as Open with Explorer or Document upload. Using this method requires that the folder already is created.