Documents

Documents is a feature that provides integrated access to cloud storage from within PatronBase applications. In addition to providing ready access to important documents across the network, the feature also provides the ability to manage versions of these documents as they change over time. The first use of this document service is to provide storage for documents associated with hiring venues using Venue Manager.

Initial Setup

To enable Documents, add the Access Document Storage security function to your operator group in Administration > Security > Group Functions > Functions.

You also need to provide details for the cloud storage service to connect to. In Admin > Setup > Organisation > Settings > Properties find the following fields and provide the required details:

• DocRemoteStorageHost: Identify the host storage facility. In the case of Amazon AWS S3 storage, this is the Region selected to host the data storage.
• DocRemoteStorageKey: The first of the two-part credential pair required to access the data storage.
• DocRemoteStorageLocation: The folder in the cloud storage assigned to your organisation for files.
• DocRemoteStorageSecret: The second of the two-part credential pair required to access the data storage.
• DocRemoteStorageType: Amazon AWS S3 storage is the only current cloud storage option supported.

Your PatronBase support agent will assist you in getting the details needed entered to configure Documents correctly.