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.


There are some configuration details that are addressed at the bottom of this article, please refer to these for installation and configuration.


The option to Specify an External Link is displayed as an option in the Create Document pop up screen.


Fig 1 - External Link option

Usage


To add the External Link path to a Document form select the option of 'Add Link. A pop up will appear allowing you to enter your Documents file pathway.



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


once you have entered all your file links, click [Confirm] and the pop up will close and all the link will be populated in the Attachment field.


Fig 3 - Adding a file Link


If you need to add more link, click the [Add File] button and the pop up will appear again.  


Complete the rest of the record and then 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.


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.


https://chrome.google.com/webstore/detail/enable-local-file-links/nikfmfgobenbhmocjaaboihbeocackld?utm_source=chrome-app-launcher-info-dialog

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. 


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