Link a Document to a MineMarket Object
You can link a network file, URL, comment or custom document type to the following MineMarket objects:
- Companies and organisations
- Any contract type except repurchase contracts
- Despatch orders
- Any invoice type
- Payments and refunds
- Any despatch type
- Vessels
Security Note: You need the same security right as the security right to edit the applicable object for this activity.
Activity Steps
- Open the screen for the object.
- Select the Documents or Document Links tab.
On sales and purchase contract screens, the Documents tab is on the main contract node.
On invoice screens, the Documents tab is a sub-tab of the Issued Documents tab.
On the Shipment screen, the Document Links tab is a sub-tab of the Marketing tab.
- To link a network file:
- Right-click in the Documents field group and select New » Network File from the menu.
- Paste or enter the path in the Search/Value field, or perform the following steps.
- Click the ellipsis (...).
- Browse for the network file and click Open.
- To link an URL:
- Right-click in the Documents field group and select New » URL from the menu.
- Enter the URL in the Search/Value field.
- To link a comment:
- Right-click in the Documents field group and select New » Comment from the menu.
- Enter the comment in the Search/Value field.
- To link a custom document type:
- Right-click in the Documents field group and select New and the custom document type from the menu.
Note: Custom document types are set up in the Document Types list in the List Editor.
- Paste or enter the path in the Search/Value field, or perform the following steps.
- Click the ellipsis (...).
- Browse for the network file and click Open.
- Right-click in the Documents field group and select New and the custom document type from the menu.
- Update the following fields as required.
- Name
- DateTime
- Description
- To open a linked network file, URL or custom document type, click Open.
- Click Save.