Forum Discussion
Attaching documents to list items using document templates
I try to stay away from List Attachments as much as possible. Attachments are inherently difficult to work with and prevent users from taking advantage of the document management/collaboration features of SP.
If these docs are getting created in SP, i would create them in a doc library, then at an appropriate time, initiate a workflow to populate a list and add a link from the List to the document.
If they are getting created outside of SP, i would use the Document Organizer feature, upload the files to a Drop Off library, assign the content type, send them to a location and then run workflow to populate a list with a link to the file.
Hi Dean_Gross,
I would tend to agree with your appraoch. The reason why I'm going for the list appraoch is that I need to user submitting a document to complete a form with metadata.
Of course I coul dget users to upload a document, then get them to select edit properties and with a bit of luck a user can figure out how that get this all done.
Instead of the above, I've created a link on page ( no mistake possible here) then a form appears with all the fields to fill in including attachments. This means that wihtin a single action I can collect all the information and document. The only thin I can't handle is the option to use set templates to the attachments.
Once the fomr has been submitted the attachment is copied into a document library and the details supplied on the list item form are copied to the document's properties as well.
