How to save or link a specific document to a contact record links tab?

Version 1

    Details

    For most users linked documents come into GoldMine as email attachments or are created by a document merge. You can save or link a specific document to a contact record links tab, such as a file created manually like a PDF or picture using the instructions below.


    Resolution

    1 - In GoldMine, open the contact record.
    5 - Open the links tab.
    6 - Do a right mouse click, and select "New"
    7 - Fill in the document name

    8 - Add any notes your would like to make about the document.
    8 - Browse to the saved file from above, select the document and click "Open"
    9 - Click "ok" to save.

    For more information please watch the video at:
    http://www.goldmine.com/training/training_videos_basics.html >> Basics >> The Tabs >> The Links Tab