Use the Document Management tab to enable the Document Management feature and convert SharePoint document links to URL file links. When you add or modify information on this tab, you must save it. When you save it, the SharePoint server entered in the
Server field becomes the active SharePoint server for
Vision.
Contents
| Field | Description |
|---|
| Enable Document Management
|
Select this option to turn on Document Management functionality. After you enable Document Management, the Document Management tabs display in all Info Centers except the Units and Accounts Info Centers.
|
| Server Name/IP
|
Enter the URL/Web address where Windows SharePoint Services are installed. You can enter values such as "servername:port" in this field. If you enter any protocol prefixes (http, https) or subsite paths,
Vision removes them. If you enter a port number,
Vision removes it and instead displays it in the
Virtual Server Port field.
To select subsites, click
Retrieve Sites.
For example, if you enter "http://servername:port/subsite" and leave the field, the value becomes "servername" and the port displays in the
Virtual Server Port field.
|
| Virtual Server Port
|
Enter the port number associated with the server referenced in the
Server name/IP field. This should be port 80.
|
| Current Site
|
Click
 to select a site.
|
| Test Site
|
Click this button to verify that the current site can be successfully accessed.
|
| View Site
|
Click this button to validate that the site you want to use is actually extended and managed by SharePoint.
|
| New Site
|
Click this button to add a new site. A dialog box displays that allows you to add new site information.
|
| Info Center Check Boxes
|
Select the Info Center check boxes whose SharePoint file links you want to convert to URL file links. You can view Info Center records that have linked SharePoint documents on the Documents tab of each Info Center.
|
| The Info Center check boxes are the following:
|
- Clients
- Contacts
- Employees
- Marketing Campaigns
- Opportunities
- Projects
- Text Libraries
- Vendors
|
| Convert to File Links
|
After selecting the Info Center check boxes, click this button to convert SharePoint document links to URL file links for the corresponding Info Centers.
|
| After you click this button, the converted URL file links are listed on the Links tab of the Info Center records.
|
