 |
 |
|
|
To access this screen, go to Launch | Communication Tracking in the Staff Control Panel, then click on add Item | Multiple External Documents
This option allows multiple external documents to be linked against a client. These could be for example, two or three Word documents.
The document to be linked can be selected by selecting the documents within Windows Explorer that comes up, and then clicking Open.
Further documents can be selected by clicking on either the Selected from a folder or All from a folder options. Selected from a folder allows a few files from one folder being selected. When then clicking select document, it will bring up a windows explorer window where the appropriate files can be selected.
All from a folder option will select all the files from a particular selected folder. With this option it is also possible to include all sub-folders. When then clicking select document, it will bring up a folder view window where the appropriate folder can be selected.
It is possible to add who the document is to, who it is from and whom it is about. For example, it maybe a letter to the client, from yourselves the agent, about an employee.
In the link description box a description of this link can be added. This could be useful later for searches.
Clicking Link Selected, links the external documents that have been highlighted, to the client entered. Clicking Link All will link all the documents in the above window regardless of whether they are highlighted or not.