Managing File Servers for Linked Documents

Using linked files on a file server or FTP server can be useful if you want to set up your documents in a hierarchical structure. For example, you could create an Items folder on the server, with subfolders for each item number that contain documents relevant to that item. Then you can link the documents to the appropriate items within the application.

If you have documents that can be stored as linked files outside of the application database, use the File Servers form to set up and manage the servers or FTP sites that contain the files:

In the File Servers form, specify this information:
Active

Select this option if you want the file server to be automatically activated when the application starts.
Note: If you select the Active check box, the file server is activated automatically each time the application starts. Clear the check box if you do not want the file server to be activated when the application starts. To manually activate a server without restarting the application, click the Activate button. To manually deactivate a server without restarting the application, click the Deactivate button.

Server Name

Specify a unique name for the server. Users can select this name in the Document Types form.

Server Type

Specify FTP or Shared Path.

Domain

Specify the domain for the server.

Shared/FTP Path
Specify the root path where files are stored on the server:
- For a shared path, use this format: \\server\share\
- For an FTP URI, use this format: FTP_Server/folder/
User ID and Password

Specify the user ID and password to connect to the server. If you want to set up a common file server for all application users, provide one common set of credentials that only has file access to the shared area of the server.
Click Validate to validate that the file server is connected properly.
Click Activate to immediately activate the connection to the file server.