How do I add a PDF file/linked document to one of my contact records in GoldMine?

Version 1

    Details

    How do I add a PDF file/linked document to one of my contact records in GoldMine?


    Resolution

    1. Save the PDF file/linked document somewhere on the network where you and other users will be able to access it 2. Open GoldMine and the go to the desired contact record 3. Locate and open the "Links" tab on the contact record (if you can't find the Links tab, you will need to enable it from the list of tabs on the left of the list) 4. Right-click in the "Links" tab and select "New" 5. Browse out to the document you would like to link and click OK