xTuple logo

xTupleCommerce Product Guide

  
Collapse AllExpand All
2.3.1. Adding a File
Prev 2.3. Images and Documents Next

2.3.1. Adding a File

If you have a file, such as a .jpeg or PDF, that you want to appear on the web portal, you can attach the document to the item directly.

To attach a file, here are the steps you need to follow:

  1. In the ERP, on the Item master, navigate to the Documents tab.

  2. From there, click ATTACH.

  3. Leave the first drop-down menu as Related To.

  4. In the second drop-down, select the File option.

  5. Give the document a name.

  6. Select the file using the browse [...] button.

  7. The MIME Type will be identified once the file is verified.

  8. Check the Save to Database checkbox.

  9. To allow users on the web portal to be able to view the file, check the Public can access File checkbox.

  10. Click SAVE.

Attaching a file

The ERP will add the file to the list of documents along with a URL on a separate line. However, the document will not appear on the web portal until the URL is published.

Documents tab list of files and URLs

Here are the steps you need to follow to publish the URL:

  1. Select the URL line that you want to publish and click EDIT.

  2. The Name and URL fields should already be populated with the information from the file that you've attached.

  3. Check the Publish URL on parent resource checkbox.

  4. The Content Type will identified once the URL is verified.

  5. The default Weight is set to 1. This number is not exclusive—more than one document may share the same weight. The lower the number, including negative numbers, the closer to the "top" it will appear on the web portal.

  6. Click SAVE.

  7. A pop-up will appear. Click OK to publish the URL.

Publishing a URL

Note

Once saved, the system verifies that the URL is usable. If there is an error with the URL, the line will appear in a different color than the verified lines.

Prev Up Next
2.3. Images and Documents Home 2.3.2. Adding a URL