Contents - Index

Understanding Linked Document Title



NOTE: Version 6.5.1 The User Options form is different than what is shown here.


Naming the Document - File - Image
  • Automatic File Name - Automatically inserts the Windows File Name without the path or file extension as the Document Title.
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  • Prior Document Titles - If the contact record displayed has previous links, use the drop-down box to access those titles for consistent naming convention.  (Available when Link Title is unchecked in V-QuickLink Configuration.)
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  • User Defined Field List - Select from a predefined list of common titles.  (Available when Link Title is checked and User Defined Field is selected.)
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    *Click here to Understand User Defined Field List



    *Click here for information about Integration with Industry Templates


  • Paste Clipboard Text to Document Title - Pastes the current contents of the clipboard into the Document TItle Field.
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  • Enter Free form Text - When text is entered into the Document Title Contents, which is automatically highlighted, the text will replace the previously suggested value.
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  • Use the Link Center to Standardize - Best Practices are to utilize the results in the Link Center to obtain the proper wording for Link Titles so that your filing system is orderly.
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    Previous Step:  Linking Overview
    Next Step:  Link Setup Functions


    SEE ALSO
    V-QuickLink Configuration
    Administration Overview


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