Link Document Dialog Box

Use the Link Document dialog box to link a SharePoint document to an Info Center record.

Location

To display the dialog box, complete the following steps:

  1. From the GovWin Capture Management Navigation menu, click Info Center and select the Info Center.
  2. Click the Documents tab.
  3. Browse to and select the document.
  4. Click Insert.
  5. Click Link Sharepoint Document.

Contents

Field Description
Title Contains Enter a portion of the title of the document. Only documents with titles that contain text in this field are listed in the Select documents to link to grid.
Description Contains Enter a portion of the description of the document. The more text that you enter, the more limited the search. Only documents with descriptions that contain text in this field are listed in the Select documents to link to grid.
Document Contains Enter a portion of text contained in the document. The more text that you enter, the more limited the search. Only documents that contain text in this field are listed in the Select documents to link to grid.
File Type Select the file type of the document. Only documents of the selected type are listed in the Select documents to link to grid.
File Ext. Enter the extension of the type of file.
Location This field displays the site and library in which the document resides in SharePoint.
Title This field displays the name given to this document when it was uploaded to SharePoint.
File This field displays the filename of the document. You can click the filename to open the document.
Modified This field displays the date and time that the file was last checked in to SharePoint.
Modified By This field displays the Windows logon name of the user who last checked out this document.
Checked Out By If the document is currently checked out, this field displays the Windows logon name of the user who checked it out.
Comments This field displays the comments associated with the last check in.
Size This field displays the size of the file.
Search Click Search after you enter your search criteria. All documents found that meet the criteria display in the Select documents to link to grid. GovWin Capture Management alerts you if no documents are found.
Link

Documents that meet the search criteria display in the Select documents to link to grid. You can then chose the document to link to the current Info Center record.

Click Link to link the selected document selected to the current Info Center record. This dialog box closes and the document is listed on the Documents tab.