The option of Local Links within intelligentcontract allows you to reference an external location to where all your Contract documents are stored, possibly on your local drive or server. This option means that you do not have to upload a physical document to intelligentcontract secured cloud storage.
The option to Specify an External Link is displayed as an option in the Create Document pop up screen.
Fig 1 - External Link option
Configuration
The External File Link option is enabled when you apply the setting of 'Enable External file links' within the Configuration screen. If this is not set to 'Yes' the the option will not appear in the Create Document pop up screen.
Navigate to Configuration - Manage Configuration - Enable external file links (set to yes)
Fig 2 - Config of External File Links
Once you have switched on the option in intelligentcontract you may need to download an Add On tor make some changes to your chosen browser to allow the Local Link functionality to function.
Enable in Chrome
Once you have switched on the option in intelligentcontract you may need to download an extension to your Chrome browser to enable the Local Link functionality to function.
Use the link below to access the appropriate extension for Chrome, click on the link below and the click [Add to Chrome]. Each PC that is using intelligentcontract will have to have this Add On added to their Chrome browser to enable this functionality.
Note: Any other type of local link Add On must be removed from your Chrome browser.
Enable in Edge
If you are using Microsoft Edge you can add the above Chrome file extension in your Edge Browser to allow you to see the Local Files.
Each PC that is using intelligentcontract will have to have this extension added to their Edge browser to enable this functionality.
- Open up an Edge web session
- Go to the Chrome store https://chrome.google.com/webstore/category/extensions
- The ribbon at the top of the page should ask you to allow extensions from other stores, click ok or Allow
- Copy the link https://chrome.google.com/webstore/detail/enable-local-file-links/nikfmfgobenbhmocjaaboihbeocackld?utm_source=chrome-app-launcher-info-dialog and paste into the bowser, it will take you to the correct extension location
- Click on 'Add to Chrome'
- A pop up will appear asking if you wish to Add the extension to Microsoft Edge - click on 'Add Extension'
- You should then see a pop up on the top right confirming that the extension has been added to Microsoft Edge
Enable in Internet Explorer
To enable the local Links functionality you must add intelligentcontract as a trusted site to your IE browser on each PC accessing intelligentcontract
- Go Internet Options
- Security
- Trusted Sites
- Sites
- Add https://portal.intelligentcontract.com
- Apply and Close
Usage
To add the External Link path to a Document form select the option of 'Specify an external link'.
Here you must enter the path value to your folder or document. To copy a direct path to a document on a server;
- Find the document on your local server or drive in Explorer
- Click on the document to highlight it
- Press the Shift key and then right click and select the value of 'Copy as path'
- Paste the value into the field "S:\I - Training\Quick Guides\intelligentcontract Admin Desktop Guide V2.pdf"
- Remove any instances of " " from the path
Original document path - "S:\I - Training\QuickGuides\intelligentcontract Admin Desktop Guide V2.pdf"
Amended document path - S:\I - Training\Quick Guides\intelligentcontract Admin Desktop Guide V2.pdf
Fig 3 - Adding a file Link
Once you have entered the path text;
- Click the + button to add the link to the documents form
- Press [Save]
To access the link to the file, open up the Document record and click on the link, a new browser window will open displaying your document or folder.
Fig 4 - Access saved file links
To remove a link, Edit the Attachments field and press the x to the left of the blue section.
TIP: If you do not press the + button then the link will not be added to the record and you will have to re-enter