Working with Custom Documents

You can attach one or more documents to cells in data grids, data forms, and Process Control 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 must first upload the documents to the Financial Management database. The documents are stored in the database, and you can apply security classes to them.

You can load, extract, organize, view, and delete custom documents in the same way that you work with Oracle Hyperion 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 specify a size limit for document attachments, and a maximum number of document attachments by user when you create an application. You specify the limits in the AppSettings attribute for the application metadata.