Skip to content

Setting up Dossier View

The Dossier View is a feature in Document Central that improves the loading time of the Document Central Factbox. It achieves this by creating a direct connection between the Master Data and the Document Central Documents for pages with a large number of documents.

The Dossier View works by linking the Master Data with the Document Central Documents through a Custom Field. This Custom Field is defined within the Field Mappings in the Mapping section of Document Central. The Custom Field can be linked to a metadata field, which allows the metadata value to be written into the designated Custom Field.

For example, if the mapping containing the "Customer No." is selected as Custom Field 1, the "Customer No." will be written to the Custom Field 1 of the Document Central document. If Dossier View is then enabled for the customer mapping with Custom Field 1, Custom Field 1 is used to filter documents in the Document Central Factbox, significantly improving load times when opening the customer page.

Warning

Enabling the Dossier View disables the following Document Central features for the associated mapping:
- Search based on Document Relationships
- Additional Search
- Factbox Background Update

If you are upgrading from a version that did not have the Dossier View feature, the following steps are required to ensure that the correct documents are displayed in the factbox when the Dossier View feature is enabled for a mapping

Creating a Metadata Field for the Dossier View

Follow these steps to create a metadata field for the Dossier View:

  1. Navigate to the Document Central - Administrator Rolecenter.
  2. In the ribbon bar, click on Mapping and select the Mappings action.
  3. Choose the desired Mapping Code.
  4. Scroll down to the Field Mapping section.
  5. Select the desired Field Mapping where the Dossier View needs to be added.
  6. In the Dossier View field, select one of the five available options.
  7. A dialog will appear asking if you want to apply the selected Dossier View Custom Field to all mappings that use the same metadata. Confirm as needed.

Synchronizing Existing Documents with Dossier View Values (Specific Mapping)

To synchronize existing documents with Dossier View Values for a specific mapping, follow these steps:

  1. Navigate to the Document Central - Administrator Rolecenter.
  2. In the ribbon bar, click on Mappings and select the Mappings action.
  3. Choose the desired Mapping Code.
  4. In the ribbon bar, click on the Synchronize Dossier Views Values action.
  5. Confirm the dialog asking if you want to synchronize the Dossier View Values.
  6. Do not confirm the dialog asking if the synchronization should be performed for all mappings.

Synchronizing Existing Documents with Dossier View Values (All Mappings)

To synchronize existing documents with Dossier View Values for all mappings, follow these steps:

  1. Navigate to the Document Central - Administrator Rolecenter.
  2. In the ribbon bar, click on Mappings and select the Mappings action.
  3. Choose the desired Mapping Code.
  4. In the ribbon bar, click on the Synchronize Dossier Views Values action.
  5. Confirm the dialog asking if you want to synchronize the Dossier View Values.
  6. Confirm the dialog asking if the synchronization should be performed for all mappings.

Activating the Dossier View

Follow these steps to activate the Dossier View:

  1. Navigate to the Document Central - Administrator Rolecenter.
  2. In the ribbon bar, click on Mapping and select the Mappings action.
  3. Choose the desired Mapping Code.
  4. Enable the Dossier View in the Document Central Factbox Settings Group.
  5. Select the appropriate Custom Field in the Dossier Custom Field.