FM - How Do You Set Up a Document Management System Using FM 12 Container Fields

Posted on 2012-08-29
Last Modified: 2012-09-05
This is strategy only.  I can build any solution you describe.  I realize this question may be too much for this venue, but needed advice on a strategy for setting up a document management system using FM 12's drag & drop container fields.

Key design issues:
1.      Most pdfs will not need to be changed, but for those that do, my tentative workaround would be to save all our pdfs on our file server and drag them into a FM container field.  Then, if we want to change one, we change the one on the File Server and drag it to overwrite the one in the container field.
2.      Definitely want the flexibility of being able to list and open pdf files, such as via a portal.  We need a consistent naming convention, so my tentative solution would be to name all files “scanned” pre-drop into FM and then have FM have a calc name added to the front.  Any additional issues?
3.      Can we have a table designated for pdfs and have a field show in other tables/layouts?  I’m having a problem with this.
Question by:rvfowler2
    LVL 12

    Assisted Solution

    You may want to consider having FM only store the path to the document and manage the documents themselves in the file system.  This would also have the added benefit if need to change one of them, there is no additional work needed in FM.
    LVL 2

    Author Comment

    Worth considering; we do that already where we have icons and have a scripted path, but could do it in a field as well.  However, I think my boss (who's not here today to check with) really wants the advantage of viewing the pdf file in FM without it opening in a separate window.
    LVL 2

    Accepted Solution

    Got a great tip from an outside consultant to use SuperContainer, a 3rd-party plug-in.  It allows you to rename files at will and also (without a bit of tweaking) to specify a file path to a different server.  It also gives you the calc to bring your files back in via a portal list.
    LVL 2

    Assisted Solution

    Cost for Enterprise Version is $695.00 and website is
    LVL 2

    Author Closing Comment

    SuperContainer is best solution.

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