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Associate a document to an AyaNova object
NOTE: The Documents menu option does not provide the same feature as Wiki. With Wiki, the information is actually maintained in the AyaNova database so not dependant on the user having actual access via the link as via Documents.
You may prefer to use the Documents menu option for objects instead of WIKI so that your AyaNova database is not bloated with uploaded files.
There are a number of ways to associate a document to an object.
1. Drag and drop from Windows Explorer onto the object entry screen
1.Have an entry screen open such as the Client entry screen
2.Open Windows Explorer (which minimizes AyaNova and the entry screen) and move to location of the document
3.Click on the document to select it and hold your mouse down and drag it off the Windows Explorer screen to the Windows Task Bar overtop of the minimized AyaNova entry screen – don’t let go yet.
4.This will automatically cause the Client entry screen to maximize
5.Now let go of your drag onto the client entry screen
6.This will automatically drop in within the Documents list without even having to open the Documents screen
7.As outlined above, when the entry screen has been saved, then the Documents list will also be saved.
2. Drag and drop from Windows Explorer onto the Documents list
1.Have the Documents list screen open from within the Client entry screen
2.Open Windows Explorer (which minimizes AyaNova and the Documents screen) and move to location of the document
3.Click on the document and drag it off the Windows Explorer screen to the Windows Task Bar overtop of the minimized Documents list screen – don’t let go yet.
4.This will automatically cause the Documents list screen to maximize
5.Let go of your drag
6.This will automatically drop in within the Documents list.
3. Browse to the location of the file and select it for automatic listing in the Documents list screen
1.With the Documents list screen open, select the Add menu option
2.This opens the Open screen where you can browse to the location of the file which can be located on your local hard drive or anywhere on your network.
3.Do note that if the file is located on a shared drive, that unless every AyaNova user has the exact same drive letter mapped, that you should browse via My Network Places instead of your drive letter so that the path location is a UNC path, not a drive letter path
4.Select the file and then select Open
5.This displays the file and path in the Document Link column, and the filename and associated image for the type of a document (if AyaNova recognizes it) in the Description column.
4. Manually type in the Document Link the path and location of the file
1.With the Documents list screen open, place your mouse cursor within the Document Link column and type in the full path and file name