Link a Document to a MineMarket Object

'Documents' refer to documentation, files, and other information that can be linked to various object types within the MineMarket application. Three default document types are pre-configured in MineMarket: network files, uniform resource locators (URLs), and comments.

Network files are documents that are stored on a network or local computer drive, and include a variety of common file types such as PDFs, text files, spreadsheets, slide decks and image files. An example of the network file document type is linking a copy of a sales contract document to that contract in MineMarket.

An URL is a unique identifier used to locate a website or other resource on the internet, often referred to as a web link or web address. An example of the URL document type is linking the web address for a buyer company's website to their organisation record.

The comment document type provides a text field into which you can enter text comments.

Custom document types can also be set up in the Document Types list in the List Editor.

You can link a document 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

1. Open the screen for the object.
2. 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.

3. To link a network file:
   1. Right-click in the Documents field group and select New » Network File from the menu.
   2. Paste or enter the path in the Search/Value field, or perform the following steps.
      1. Click the ellipsis (...).
      2. Browse for the network file and click Open.
4. To link an URL:
   1. Right-click in the Documents field group and select New » URL from the menu.
   2. Enter the URL in the Search/Value field.
5. To link a comment:
   1. Right-click in the Documents field group and select New » Comment from the menu.
   2. Enter the comment in the Search/Value field.
6. To link a custom document type:
   1. Right-click in the Documents field group and select New and the custom document type from the menu.
   2. Paste or enter the path in the Search/Value field, or perform the following steps.
      1. Click the ellipsis (...).
      2. Browse for the network file and click Open.
7. Update the following fields as required.
   • Name
   • DateTime
   • Description
8. To open a linked network file, URL or custom document type, click Open.
9. Click Save.