24. Files

The Files page displays all documents, images, media etc that have been uploaded into the system. The selection of files displayed varies depending on the object you are viewing.

Item	File selection
Person	All files associated with the person
Case	All files associated with the case, all case strands and all related people
Case strand	All files associated with the case, all case strands and all related people
Contact	All files associated with the contact
Property	All files associated with the Property

Each group can be expanded to display the files that are associated with that record.

The list of Files within a particular group can be sorted by clicking on the column headings; Title, Type or Created date.

Adding Files and Media

New Files can be added to the system by clicking  against the item you wish to attach a file to.

You are required to select a File type for the attachment before you can add it.

Adding Files and Media to Properties

 When adding files and media to property records you have three additional options.

Item	Description
Show on public portal	Determines if the file will be displayed on the public portal if the property is advertised
Primary photo	Determines which photo will be main photo displayed in the list view
Use file name as title	Keeps the file name and uses it as the name of the attachment

Editing Files and Media

Clicking  allows you to update certain aspects of the file depending on its type.

Item	Description
File title	The name of the file
File type	The type of file
Show on public portal	Should the file be displayed on the public portal. Only shown for Property files
Primary photo	Should the photo be the primary photo on the public portal. Only shown for Property files
	Allows the images to be rotated
	Delete the file
	Save the File
	Close the window without saving

• Related Articles

• Release v1.18.4 05/05/2021

  Fixes Back office Actions Fixed an issue where files uploaded against an action could not be viewed when clicking the link in the action.  

• Release v1.18.2 04/05/2021

  New & Improved Back office Files When a record is viewed in read only mode the Files page now stops users from editing or uploading new files.   Infrastructure Location of configuration settings for APIs updated to allow for multiple different sets ...

• Release 6.2.3 17/01/2023

  Fixed Back office Dashboards Custom lists based on the Case person, Person addresses and Shortlist periods lists can now be added to Dashboards. Cases Fixed an issue where Case officer fields were not displaying any value when viewing a record. Files ...

• Release 8.0.1 07/08/2023

  New & Improved Back office Housing Register applications Two new standard fields have been added that allow particular applicants to be given a different number of concurrent bids if required. - Override maximum active bids - Maximum active bids ...

• Release 5.9.2 29/09/2022

  Fixed Back office Data protection policies Permissions were not being applied correctly which meant that data protection policies were not visible  Lists Fixed an issue where the count of records in the list was not visible Bedroom assessments Fixed ...