You can add, edit, or delete documents associated with records based on user permissions through the Documents widget. You can use this widget in your portal or clone and customize it.

Note: The Documents widget is available with the Multi Provider Document Services Framework plugin (com.snc.multiprovider_documents). For more information, see Multi Provider Document Services Framework.
Add, edit, and delete documents related to a record with the Documents widget. You can drag and drop multiple files at a time, including editing and adding new versions. The default version shown is the latest version.

The maximum document size is 100 MB and concurrent uploads should be less than 10 MB.

Figure 1. Related Documents widget
Related Documents widget

Configure the Related Documents widget

Configure the Related Documents widget for records.

Table 1. Related Documents widget
FieldsDescription
Record ID Sys_id of the record for which the documents are listed.
Record table Table name of reference record.
Title Title of the related document widget. The default title is Documents.
Popup before upload Select this option to provide a dialog box to enter document details and description for a single file.
Note: This option doesn’t appear if multiple files are selected.
Metadata form view The configured form view to be opened when Edit Document is selected or while uploading a single file. By default, the dw form view is selected. This form contains only Name and Description fields.