Monday, January 30, 2012

GoldMine : Linking Documents the Easy Way

I am a big fan of Easy. Did you know that you can easily link a document to a Contact Record by dragging a file onto it from Windows Explorer?

1. Find the file you wish to link using Windows Explorer.
2. Simply drag-and-drop it into GoldMine onto the Contact Record. The Links Tab need not be open.
3. You'll see the familiar "Linked Document" window pop up. Notice that the filename is already filled in using the information from the file you just dragged into GoldMine.
4. Simply hit OK. Your Document is Linked.

ProTip: When linking documents to GoldMine, always make sure the document is linked somewhere other Users can get to it (like a Public network drive, for example).

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