Contents - Index

Link Setup Functions



How will we find this Document - Image - File in the future?


  • Contact Name/Company - This is the currently selected GoldMine® Contact.
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  • Linked Document Title -  A User must enter a value for the Linked Document Title.  The default value is the file name.
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    *Click here to     Understand Linked Document Title
  • Link Notes - This is an optional area for Link Notes.  Utilize the AutoSummary option to automatically populate the Notes field from Microsoft Word, Excel, PowerPoint, and Acrobat formatted files.  (Note, a PDF distiller must be installed to utilize the Acrobat AutoSummary option)
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  • Available File Paths - This will be the Primary and the Secondary file paths that used to store the Linked Document.  A user whom switches between tasks or departments may want to take advantage of this feature.
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    *Click here to Understand Linked File Browse Path
  • Bypass all of the Path Name and File Name options - When there are Path Name and File Name options defined for this user in the V-QuickLink Configuration, the selected Path Name and/or File Name options will be added to the Link File Name shown below.  By selecting this checkbox, the user can bypass adding the Path Name and File Name options (for this link only).
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  • Link File Name - This displays the path and file name of the source file and the new path and file name that will be the GoldMine® Linked Document
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  • Remote Synchronize - This checkbox controls whether the linked document will 'sync' with a remote database or not.  If unchecked, this document will NOT be in the next synchronization set.
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  • Delete Source File - This checkbox controls whether the Source File will be deleted or not.  
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    Note - Best practices for the use of GoldVisionPro™ recommends that the box remains checked, by setting the default value in     V-QuickLink Configuration, because one of the principal uses of GoldVisionPro™ is to eliminate unwanted duplication of files in undesired locations such as an individual user's desktop or working folder.
  • Create History - This checkbox controls whether the History for the creation of a new link is written.  By default, only Master users have the ability to override this option.
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  • Link - Click the Link button to create a Linked Document with the Source File to the selected Contact.
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    Note - GoldVisionPro™ will automatically create a new filename if the same file name exists in the location where the destination file will be stored.  This way, there will be no confusion as to which filename or which revision is stored in the Document - File - Image Management System.  Deleting unwanted physical files are only recommended to be performed by a system administrator.
  • Cancel - Click this button to close this Link Setup form and return to the V-QuickLink form.
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    Previous Step:  Understanding Linked Document Title
    Next Step:  Hints and Tips about Linking


    SEE ALSO
    Linking Hints and Tips
    V-QuickLink Configuration
    Linking Overview


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