The Document Tab

See Also

Talisma enables you to view a document in the Document tab of an Object window. You can choose to view or modify the document in the Document tab or in a separate window in its native application.

The Document tab is configured in Talisma Business Administrator. The Document tab can be configured for the Account, Contact, Opportunity, Order, and any custom Object.

If the Document tab is configured to be displayed in a selected <Object> window, the Document option is displayed in the <Object> menu. The Document option contains the following submenu options:

•   Link to Document

•   Insert Document

•   Remove Document

•   Open in Application

You can add documents in two ways:

•   Link a document to an Object Item: When you link a document to an Object item, the original document stored on your computer is displayed in the Document tab of the selected Object window. Modifications to the document are saved in the original document also.

•   Insert a document in the Object Window: When you insert a document in an Object window, only a copy of the original document is inserted. Modifications to any one of the documents in the Object window, will not be reflected in the original.

To Insert a Document in an Object

1.  In the Home Workspace, select the required Object from the Object Selector.

2.  Using the Left pane, locate and open the required Object item.

3.  Click the Document tab.

4.  From the <Object> menu, select Document, Insert Document.

The Insert Document dialog box is displayed.

5.  Select the required document, and click Open.

The selected document is inserted in the Document tab.

To Link a Document to an Object

1.  In the Home Workspace, select the required Object from the Object Selector.

2.  Using the Left pane, locate and open the required Object item.

3.  Click the Document tab.

4.  From the <Object> menu, select Document, Link to Document.

The Link to Document dialog box is displayed.

5.  Select the required document and click Open.

The selected document is displayed in the Document tab.

To Edit a Document

1.  In the Home Workspace, select the required Object from the Object Selector.

2.  Using the Left pane, locate and open the required Object item.

3.  Click the Document tab.

The document that has been inserted in this tab is displayed.

4.  From the <Object> menu, select Document, Open in Application.

- OR -

Click .

The inserted document is displayed in its native application.

5.  Modify the document.

6.  Save the modifications.

Note  If you are editing a document in its native application, ensure that you close the application before navigating to the previous or next Object item from the Object window.

To Remove a Document from the Document Tab

1.  In the Home Workspace, select the required Object from the Object Selector.

2.  Using the Left pane, locate and open the required Object item.

3.  Click the Document tab.

The document you want to remove is displayed in the tab.

4.  From the <Object> menu, select Document, Remove Document to remove the document from the tab.

Note  •   If the protocol you use to work on Talisma Client is HTTP, the size of documents you insert in the Document tab must not exceed 5 MB. Your administrator can modify this limit. •   Ensure that you specify the full path of the file and share the linked document with all Talisma Users who will be using it. For example, if a file is stored in this path D:/Sales Documents/Sales Order Form.doc on the SalesDocs computer of the GlobalNetwork domain of your company, ensure that: ◦   You specify the path of file as \\GlobalNetwork\SalesDocs\Sales Documents\Sales Order Form.doc when you link the document. ◦   The Sales Documents folder is shared with all Talisma Users who will be using this document. ◦   If the document is inserted in the Object window, several Users can simultaneously open the document and edit it. However, if the document  is linked, only one editable instance of this document can be opened at a time.

 

Caution  Modifications made by a User in a linked document may be lost if another User opens the same document and saves it while the first User is still editing the document.

To Open an Object

1.  In the Home Workspace, select an Object from the Object Selector.

- OR -

Go to the Object's predefined Workspace or the Object-based Workspace.

2.  Using the Teams, Users, or the Search tab, locate the required Object item. Click the Object ID link or double-click the Object.

- OR -

Press Ctrl+G. In the Goto <Object> dialog box that is displayed, type the Object ID.

Click OK.

The Object window is displayed.