If you use GoldMine’s Links tab it’s easy!
In each GoldMine record you will have “Links” tab. Often times I’ll rename it “Docs” when I implement, but it’s the same thing. If you don’t see it, you may need to turn it on with the Tab selector button.
Here is our Links tab.
Once a document is on the Links tab a simple Double-Click will open it. Any kind of document, from Word, to Excel, to PDF, to a Graphic can be ‘linked’ via the Links tab.
To manually add a document… First, Right-Click | New from within the white area of the Links tab.
This will bring up the Linked Document window. Type in a few words to describe the document in the Document Name area.
Then click the Open button, I’ve high-lighted that in Red in the graphic.
This will bring up the standard Windows Open Dialogue box. Navigate to where you’ve saved the document, select it, then click Open.
That doesn’t actually open the document; it just tells GoldMine where you’ve saved it. If you want other people in your office to be able to open the document from GoldMine as well as yourself, you’ll need to save it somewhere on the network where everyone is able to access it. GoldMine doesn’t save the document in its database, it’s saving a pointer to the document.
Click OK, and it’ll show up on the links tab!
If you’re saving a Word or Excel document, and you have the GoldMine link to Word and Excel installs you can save that document to the Links tab simply by selecting Save as Linked Document from the GoldMine menu.