See also:
Set up the parameter records concerning the up/download of documents to the Autoline server when linking documents to a Customer, Company, Vehicle or Contact.
This form is displayed when you click Manufacturer-specific > X4. Generic - CRM > Generic CRM parameters and you browse to CRM parameters > + CRM Documents > [no. Company name] on the Project parameters browser. It maintains CRM Documents parameter records for the selected company.
Attach document to CRM customer, company, vehicle, contact.:
Maximum document size in KB: Enter the limitation on document sizes that can be uploaded to the Autoline server when linking documents to CRM. For any size allowed enter 0.
Web alias for document security: Select a Web alias to determine the correct location on the server for storing temporary CRM document copies. To enhance the security of the documents attached in CRM the files will then be copied to the server and will be opened directly from that location. The copies will automatically be removed when closing the CRM screen.
Note: A dropdown list offers the web alias names available for the current service. If a web alias is selected the new functionality will be activated. If nothing is entered the normal core process will be used and the files will be copied to the PC when they are opened.
Documents directory: Enter the directory where the document references for the blobs will be stored.
Use blobs: Select to store documents as blobs. If selected the existing documents will be converted.
Warning: Once Use blobs has been selected and saved, it cannot be undone. The fields Documents directory and Use blobs will from then on always be uneditable.