Configuring Document Attachments in SyteLine
Document attachments in SyteLine link files—engineering drawings, quality certificates, purchase agreements, customer specifications—directly to the business records they relate to. Proper configuration of the document management system ensures that the right documents are accessible from the right forms, storage is managed efficiently, and access permissions prevent unauthorized viewing of sensitive files. SyteLine supports both local file system storage and integration with Infor Document Management (IDM) for cloud-based document lifecycle management.
File Storage and Attachment Path Configuration
SyteLine's document attachment system stores file metadata in the SLAttachments table and the actual files either on a network file share or in Infor Document Management. The storage location is configured in SyteLine Parameters (System Administration > Parameters > Documents tab) where you specify the base attachment path—a UNC path to a shared network folder accessible by the SyteLine application server service account. The folder structure under the base path is typically organized by record type (Items, Customers, Jobs, POs) and then by record identifier. The IIS application pool identity and the Mongoose service account must have read/write permissions to this network share for attachments to function correctly.
- Configure the base attachment path in SyteLine Parameters > Documents tab as a UNC path (e.g., \\FileServer\SyteLineAttachments)
- Grant Read/Write permissions on the attachment share to the IIS application pool identity and Mongoose service account
- Organize the folder structure by entity type: \Items\, \Customers\, \Jobs\, \POs\ for manageable file organization
- Set maximum file size limits in the web.config and SyteLine Parameters to prevent oversized uploads from consuming storage
- Configure allowed file extensions (PDF, DWG, DOCX, XLSX, JPG, PNG) to prevent executable uploads and security risks
IDO Attachment Linking and Form Integration
Document attachments are linked to SyteLine records through the SLAttachments IDO, which associates a file path with a specific record identified by IDO name and primary key value. The Attachments button on SyteLine forms uses this IDO to display, upload, and manage files related to the current record. For custom forms or custom IDOs, you need to add the attachment capability by configuring the form's attachment binding to reference the correct IDO name and key property. The attachment dialog supports drag-and-drop upload, inline preview for common file types (PDF, images), and a description field for document categorization.
- Verify the SLAttachments IDO is accessible to all security groups that need attachment functionality through IDO Security
- Add attachment capability to custom forms by configuring the AttachmentIDO and AttachmentKey properties in the form's XML definition
- Enable inline PDF preview in the attachment dialog by configuring the browser plugin settings in the SyteLine web client configuration
- Use the Document Type field on attachments to categorize files (Drawing, Certificate, Specification, Quote) for search and filtering
- Configure auto-naming rules for uploaded files using the record number and document type to enforce consistent file naming conventions
Infor Document Management (IDM) Integration
For organizations requiring full document lifecycle management—version control, check-in/check-out, approval workflows, and retention policies—SyteLine integrates with Infor Document Management (IDM) through ION. IDM stores documents in the cloud with metadata indexing, full-text search, and role-based access control. The integration replaces the file-share-based attachment model with a managed repository where documents are versioned, searchable, and governed by retention rules. Configuring the IDM integration involves setting up the ION connection, mapping SyteLine entity types to IDM document types, and configuring the IDM widget to appear within SyteLine forms for seamless user access.
- Configure the SyteLine-to-IDM connection through ION Connect using the Document Management connection point in Infor OS
- Map SyteLine entity types (Items, Jobs, Customers, POs) to IDM document types for automatic metadata population on upload
- Enable the IDM widget in SyteLine forms by adding the Document Management panel to the form layout in the Form Designer
- Configure IDM retention policies per document type: engineering drawings retained 10 years, quality certs retained per ISO requirements
- Set up IDM approval workflows for controlled documents that require review and sign-off before becoming active (e.g., work instructions, SOPs)
Need better document management in SyteLine? Netray's AI agents configure attachment systems, optimize storage, and integrate with IDM—schedule a consultation.
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