Document list

The Document list type adds a document upload field to the form, along with a list of the case documents and a preview. Use it for attachments, signed contracts or choosing which documents to send. You set it up in the variable editor (Templates › template › Variables › variable). The parts of the editor that all variables share are described in the article Variables: overview and common settings.

Settings

No.FieldPurpose
1ValueDefault value of the variable. Usually leave it empty.
2Display asHow the document list below the field is shown. Default: a list with checkboxes for up to five documents, and a drop-down picker with tags when there are more. Checkboxes: always a list with checkboxes. Tags: always a drop-down picker with tags.
3Default zoomStarting zoom level of the preview, from 0 to 5.
4Fixed height (in pixels)Fixed height of the preview. If left empty, the height fits the document.
5Show previewShows a preview of the selected document (PDF, images) below the list.
6Fix positionThe preview stays in place while the form is scrolled. Works on wider screens where the form has two columns.
7Show all case documents (readOnly)In a read-only field, shows all documents of the case, not only the ones from this variable.

How it looks in the form

Signed documents has the preview turned on. At the top is the upload area: the user drags a file onto it or clicks it to pick a file from the computer. The uploaded document is saved to the case (you can also find it on the Case Documents tab) and appears in the list below the upload area. Users select a document's checkbox to include it in the variable's value, which other features such as prints or e-mail tasks then use. The Preview shown tag marks the document that is currently in the preview. The preview has its own toolbar with the page count, zoom in, zoom out and download.

A read-only field has no upload area, and the user can only view the documents.

Where the documents come from
Documents uploaded through the variable belong to the case. Whether they are visible in other cases (for example in subprocesses) depends on the template setting Documents will be visible.

Related: Variables: overview and common settings, Case Documents, Uploading a document.

Class diagram, object state import and alias candidates

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