Module overview
Documents reference: Module overview.
Documents stores the files you upload to Wholechain and links each one to companies, Locations and products. This reference lists every screen, table column, field, action, value, rule and message in the Documents module. For step-by-step instructions, see the Documents User Guide.
Conventions. Names in bold are labels exactly as they appear in Wholechain. "Req." shows whether a field is required (Yes or No). A dash (-) in a table means the value is empty.
Purpose and location
Documents stores uploaded files and links each one to companies, Locations and products. Open it from the left navigation, under Compliance, with Documents.
Screens
| Screen | How to open | What it contains |
|---|---|---|
| Documents page | Documents in the left navigation | Document List tab, search, filters, table, Add Document. |
| Add Documents drawer | Add Document (top right) | Form to add a document. |
| Document drawer | Select a row, or View in the row menu | Attachment and Details tabs. |
| Share dialog | Share (toolbar or row menu) | Documents and recipients. |
| Archived settings tab | Master Data Settings > Archived > Documents sub-tab | Archived documents and Move to Documents. |
Key concepts
| Concept | Meaning |
|---|---|
| Tagging | Associating a document with companies, Locations or products through Company, Location and Product. Does not send the document anywhere. |
| Sharing | Sending selected documents to selected Trade Partners connected through Wholechain, using Share. |
| Privacy | Private or Public. Controls whether a document uploaded in an event is passed downstream. Private documents are not passed to subsequent Wholechain accounts; Public documents are. Documents cannot be passed outside Wholechain. |
| Archive | Moves a document out of the active list into Master Data Settings > Archived. Reversible. |
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