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Link Scanned Documents??
I would like to scan all customer documents and link them to the customer file in airset. Can I do this?
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Inappropriate?To make sure I understand what you are trying to do: you want to upload some documents that you have scanned (these would be some type of graphic or PDF file) and then create a series of web links to these files ?
If that is correct, then you can accomplish that by doing the following:
- upload the files to AirSet
- create a web document where you want to store the links
- when you create the link, choose the appropriate file in the Edit Link dialog
Here is a picture of the Edit Link dialog, with the appropriate option selected. If I have misunderstood your request, let me know.
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Inappropriate?I guess you need to explain like I am a 5 year old, because I don't follow you...
I’m unsure
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Inappropriate?Kathryn,
Jim is telling you to create a web document because a web document has the ability to insert hyperlinks inside of the web document. These hyperlinks can point to other documents within your cloud computer, web pages, or other publicly accessible content.
You should familiarize yourself with files (link) and also familiarize yourself with web documents.(Link)
I'll attempt to walk you through one method.
The name of the cloud computer is called test...'cuz this is where I play with stuff to make sure it doesn't break something. I have created a client named John Q. Public and have given him a file folder in the test cloud computer. You can see that in this image:
I assume that you have this because you want to add links to a customer file. Next, I need a web document that has his information and allows me to append links and other information as needed. For that I need a web document. Let's start one like this:
Now you have a web document, but it is blank. So let's add some text and a few links:
Now that you've created your web document, remember that you simply double click it to open it and read it, or to follow a link inside of it, but you must high light it and click edit to change your web document. Let's add a link:
I click ok and now it is a hyperlink. I can now go to that document by simply clicking on it from within my web document for John Q. Public.
Be advised that AirSet doesn't play well with some formats, such as docx. PDF's have to be downloaded, but text and jpegs usually work fine. Consider that when you are scanning in your documents.
HTH,
JimB
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