Filestore

User Level: Intermediate 

What is the Purpose of the Filestore? 

Files in the Filestore can be linked to most relevant Civil Pro documents as related items and are commonly used as attachments when generating emails for approval requests and contract notices, and for storing the electronic copy of documents saved in the Controlled Documents register.

Civil Pro automatically saves a copy of the document selected to be saved as a Filestore document to the project file repository.  If this has not been set it is saved to the system file repository – one of these file paths MUST be set in order to be able to use this function.  For how to set a file repository refer to the Project Settings page.

Instructions

Creating a new Filestore instance:

1. Add new file via the action button.
2. In the newly shown popup, either click select file or drag a file to the popup, currently the file size limit is set to 10Mb.
3. Most details will be pre-populated based on the selected file, modify as needed.
4. Click save when finished to complete.