Product/Version
Blaze 5.x

Platform
Windows 2000
Windows NT
Windows 98
Windows 95

Date Updated
07/20/1999

Date Created
07/20/1999



 

Summation Technical Support Pages
 
  Summation Tutorial:

Linking Documents to Document Database Summaries
 
 
  Overview:

This feature lets you open a document that has been linked to a document database summary. The linked document is displayed in the program associated with the corresponding file type. For example, .PDF files are displayed in Adobe's Acrobat Viewer, .DOC files are displayed in Microsoft Word, .HTM(L) files are displayed in your default internet browser.

When editing the form, you can drag and drop a filename (from Windows Explorer for example) into the DOCLINK field (or another NOTE field in your database table designated for this purpose). This establishes the link between that summary and the document. Of course, you can also type the full path to the file when editing.


How to Designate a Database Field (Usually DOCLINK) for the Document Link
(Required for existing databases or new ones not using the default 5.21 case database)

  1. Select Defaults from the Options menu.

  2. Click on the Transfer Fields tab to make it active.

  3. Go to the Linked Document Field section. In the Doc. Link box provided, enter the name of the field (usually DOCLINK) to use as the Document View Link by either:
    a. Typing in the name of the field; or
    b. Clicking on the down arrow to the right of the Doc. Link box and selecting a field from the list of database fields.

  4. To view linked documents automatically when records are selected, select the Display Linked Documents Automatically box.

  5. Click on OK to close Transfer Fields.

 

How to Link a Document to a Document Database Summary
  1. Go to the document database summary to which you want to link the document.

  2. Go into edit mode by either:
    a. Selecting Edit Summaries from the Summary menu;or
    b. Pressing F2; or
    c. Clicking the Displaying button on the status bar so that it changes to Editing.

  3. To enter the filename and location of the document into the DOCLINK field (or other field that you chose as the Doc. Link in Transfer Fields), either:
    a. Type in the full path and filename of the document (note: if the document resides in the case's Output Location, you need only enter the filename); or
    b. In Form display, drag the file from WindowsExplorer, your Windows desktop, or from your email, and drop it into the field.

  4. Press F10 to save the record.

How to Open a Document Linked to a Document Database Summary
There are several ways to view a document linked to a document database summary. Try either of the following:

a. If you selected Display Linked Documents Automatically in Transfer Fields, then the document is displayed when you select the document database summary.
b. Press (ALT + L) or choose the menu item Summary|Open Linked File.
c. Right click on the DOCLINK field (or other field that you chose as the Doc. Link in Transfer Fields) and select Show from the context menu that appears. Remember to close the application used to view the document when you are finished with it.

 

 
   
 
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