| Open a desktop doc from a weblink |
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Lets say you have users that need to often open a template document, eg for a service request, account plan etc. And you want to put those documents in the 'details' area of the screen as links, so they are always available. You can do this with a real simple weblink. First you will probably want to put your template documents in a network folder that all your users can access. Then create a new weblink for the object upon whose layout you want to fire the document from. The link should look something like;
Where <server> is the server IP address or name <share> is the network shared folder name The remainder is the path to the folder. So an example would be; If you had lots of documents that change frequently, just create a page with links to all the docs, and link to the page. You can do this also passing attributes into the document from the record, eg a standard letter, form etc. There's a little jscript to make that work and I'll put it up here when I have a chance. |