Document Archive
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How to Set up a Document Archive?
A document archive module is a small library where you can upload and store project related materials such as the final questionnaire or a fieldwork report. ...
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How to Manage Folders?
Creating a Document archive folderFolder administration can be made by administrators and report users. To create a new folder for your Document archive, fol...
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How to Manage Your Files?
Files can either be uploaded via the regular upload interface or via a bulk upload interface. The total storage space of the document archives within a proje...
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How to (Bulk) Upload, Edit and Delete Multiple Files at Once?
Administrator (not report users) can bulk upload, bulk delete and bulk edit files in a Document Archive. When bulk uploading files, all the files that will b...
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How to Upload a Zip File to a Folder?
To upload the .zip file containing folder follow the process described in 4 steps. During the upload process, you can select if the names or the codes have b...
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How Does Device Filtering Work for Document Archive?
The “Device filtering” allows you to define the device screen sizes that a Document Archive report will appear on. For example, you can choose to hide the Do...
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How Can a Hierarchical Filter Be Setup in Document Archive?
Hierarchal filter setup is shown as a first option in Setup. Here you can select which hierarchical filter nodes you would like to show in the Document Archi...
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How to Change the Name of the Top Folder?
After accessing Setup option use the second dropdown tab to access folder renaming function. Here you can assign a custom name and changes which show after y...
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How to Manage User Access Rights for Document Archive?
Access rights setting for report users allows you to change the options available for the report users. You are able to restrict download or allow download a...