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 Vision 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. Vision 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.