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Download from Document Central

With the download, users can directly access documents that have previously been stored in Document Central. This includes, for example, orders, invoices, or other business-relevant files. Once these documents are linked to the corresponding dataset, they are available for download in the portal. This enables efficient access to provided content without detours through other systems.

Info

To use this action, you need both Document Central and Document Central for Portals. While Document Central serves as the central document management system, Document Central for Portals acts as a connector between Document Central and the portal.

Follow these steps to configure a download action:

  1. Open the dataset via the menu under Portal Setup while you are in the Business Portals role center.
  2. Select the dataset for which you want to configure a download.
  3. Click on Actions in the menu bar of the dataset table.
  4. Open the drop-down menu by clicking the arrow in the Action Code field.
  5. Click on +New to create a new action code.
  6. Assign a unique action code, e.g., Download-DC.
  7. Enter a note in the Description field explaining what you are configuring the action code for.
  8. Select the type Download.
  9. Scroll all the way to the right using the horizontal scroll bar in the table to find the Size column. Select Large here.
  10. Open the action settings by clicking on Action in the fact box on the right side.
  11. In the Download section, you can enter one or more content types, which must be separated by commas. The documents with the corresponding content types will be available for download in the portal.
  12. Various display options are available to you.
    • Grouping
    • Advanced Grouping
    • Grouped
    • Content Types Filter

Customize Download Button

The download button can be visually customized to better fit the user interface or corporate design. Properties such as size, background color, and font color can be individually configured, making the button not only functional but also visually appealing.

  1. Select the dataset in which you have configured a download action.
  2. By clicking on Actions in the dataset table, you can open the actions of the corresponding dataset.
  3. Open the settings in the fact box on the right side and click on Edit.
  4. In the General section, you can select predefined customization options by clicking on the three dots next to CSS Class.
  5. Close the page.
  6. The customizations you selected will be automatically applied to the field.

Caution

An unlimited number of customizations can be selected as long as they can be sensibly combined. Ensure that the chosen options do not contradict each other or impair readability.

See also: