4D Analytics

Document Register

Last updated: July 10, 2020

Widget Size: 4 x 3

This widget stores files (documents, certificates, images, etc.) along with associated details.

Click the Add icon, and complete the relevant details, including category (see below), and an optional expiry date for the register entry. Browse files to upload, and click SAVE when complete.

Columns can be sorted and filtered by entering text to search for specific items. Clicking on the top level in the tree view will display all the registered documents (divided into sites), while clicking on individual sites/containers will display the documents relevant to that site/container.

Category Manager

Categories, can be administered by clicking on the “Category Manager” icon.

Enter a new category name and click the ADD button to create a new category, which can then be used when adding new documents to the register.

Double-clicking the Category name in the grid, enables the name to be edited.

The “Count” column shows how many times a category has been used across the whole website (all organisations), and a category can only be deleted if the count is 0, i.e. it is not already in use. Highlighting a category row and clicking DELETE, deletes the category.

Customisation

Value Default Comment
Widget Heading Document Register Enter the name of the widget as it is to appear in the heading.
Column 1 Author Hide Column - Hide the column Author - Will display author (user) name. Category - The categories are stored in the database. Title - Display manually entered title of document Date Created - Display date Due Date - Display expiry date. Attachment - Show number of attachments per entry. Details - Show details in column. Eventicon - Display an icon if a warning event is triggered.
Heading 1 Author Change the column-heading name.
Same for Columns and Headings 2-8 Change the column-heading name.
Attribute Columns Properties can be added for additional columns by entering the property idents here.
Attribute Columns Headings The above properties can then be edited by typing in the name to display e.g., Display_name could be written as 'Display Type'
Refresh Period No refresh Select a refresh period from the drop-down menu from between 15 seconds to 1 hour, or no refresh at all.
Categories Enter category names to filter the widget by.
File Extensions
  • Default options:
    • .bmp,.png,.gif,.jpg,.txt,.pdf,.rtf,.doc,.docx,.xls,.xlsx,.ppt,.pptx*
  • Permitted file types:
    • .bmp,.gif,.jpg,.png,.doc,.docx,.rtf,.txt,.ppt,.pptx,.mov,.mp4,.avi,.mpg,.flv,.xml,.pdf,.csv,.xls,.xlsx
Change the accepted file extensions that can be uploaded by the document register widget.

*Any file type from the "permitted" list may be used even if the desired extension does not appear by default.

Widget Specific Make all entries through this widget appear specifically on this widget.

Properties

There are no properties to enter.