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Documents Documentation

Documents are the way of managing Documents/Files inside the Mobile2b platform.

Document Collection

A Document Collection is a collection of Documents.

Flow Documents

The Flow Documents are documents generated via the Document Generation node.

Native Document

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There are 3 types of documents which are considered native/editable:

  • Rich text (HTML)
  • Markdown
  • Text

These documents can be edited using the platform functionality.

Uploaded Document

Format

Following file formats are supported by Document Center:

  • PDF
  • DOC(X)
  • XLS(S)
  • PPT(X)
  • HTML
  • TXT
  • RTF
  • JPG
  • PNG

Note that Document Center does not have a preview functionality for Microsoft Office Documents (DOC(X), XLS(X), PPT(X)).

Size

You can upload files with a size of up to 20 MB to Document Center.

Sharing

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You can decide to share a document with people outside the Mobile2b system. When you share a document, a unique link will be created that you can send to people to view your document. For added security, you can optionally decide to add a password protection and/or an expiration date for your share link.


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