Configuration Panel

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Sonic Forms Document Manager is highly document-centric and has its own unique set of configuration options which are defined below:
  • Form ID - Name of the Sonic Forms with which this document manager instance is associated.
  • MI Table - (Optional) Name of the Multi-Instance Table with which these documents are associated. If this is used, you can associate a Sonic Forms document with a specific multi-instance record (e.g. a user record for 2015).
  • Mode - Three options are available:
    • Upload only - Allows users to upload documents only.
    • Download only - Allows read-only access to documents.
    • Manage Documents - Allows users to add documents and delete them as needed.
  • Language - Controls the display language - English, French and Spanish are available.
  • Show Border - Shows a border around the document upload component (default is off).
  • Upload Options
    • Qty Min - A quantity of at least 1 makes the Document Manager mandatory (i.e. required).
    • Qty Max - A maximum quantity can be set.
    • Max Size (kB) - Per document, 1000 kB (1MB) is a recommended starting point. Pro Tip: Sonic Forms Document Manager uploads documents directly into your iMIS database. If you plan to upload large quantities of documents please check with your database administrator as you may require some additional support to manage your database storage.
    • Document Type(s) Permitted - A comma separated list of values which identify valid file types. A typical setting is ".pdf,.doc,.docx,.jpg,.xml" etc.
    • Set iMIS Read Only - This setting will prevent ordinary staff users from changing documents once they are uploaded into iMIS.
    • Log to iMIS Change Log - Option that will log the changes made by the user and saved in the iMIS Change Log.
  • Download Options
    • Allow Download - This option allows a user to download documents when Document Manager is in the Download or Manage Documents mode, otherwise the name of previously uploaded documents is displayed without a hyperlink.
    • Allow Deletion - This option allows a user to delete documents.
    • Show Date - Option to show the file upload date beside the document.
  • Date Format - The date format is a dropdown list of common international formats. Choose the one that is suitable for your site.
  • No Document Message - The default message of "No documents found." can be overridden to be more suitable for your application.
  • Command Buttons (Right)
    • Enable - Select whether a button is displayed on the right hand side, which allows for document submission. This button can optionally execute a stored procedure.
    • Button Label - Name to display on the button (usually "Submit").
    • Stored Procedure - Stored procedure to invoke when this button is clicked.
    • Target URL - Stored procedure to invoke when this button is clicked.
    • Mark Documents as Submitted - Marks documents as "Submitted" when this option is selected. "Submitted" status equates to "Read only" on the iMIS Desktop and prevents documents from being deleted after they are submitted. Use this option where secure capture is important. Documents can still be edited or deleted using the iMIS Desktop by staff users.
  • Command Buttons (Left)
    • Enable - Select whether a button is displayed on the left hand side, which allows for cancelling your document uploads and returning to another page. This button can execute an alternate stored procedure (for example to cancel an application).
    • Button Label - Name to display on the button (usually "Cancel").
    • Stored Procedure - Stored procedure to invoke when this button is clicked.
    • Target URL - Stored procedure to invoke when this button is clicked.
    • Delete New Uploaded Documents - If selected, this option will clean up documents that have been uploaded during the session to restore the user to a "clean slate" when this button is selected. Documents submitted earlier are not affected.