Working with Custom Documents

You can attach one or more documents to cells in data grids, data forms, and process management cells. You can attach any type of public document that you have stored in your task list. For example, you can attach a Microsoft Word document, Microsoft Excel spreadsheet, or XML file. You can load, extract, organize, view, and delete custom documents from the Custom Documents tab in the same way that you work with Financial Management documents.

To attach or extract any custom documents to or from the server, you must be assigned the Manage Custom Documents security role.

You can set a size limit for document attachments and a maximum number of document attachments by user when you create an application. You set the limits in the AppSettings attribute for the application metadata.