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  1. #1
    2 Star Lounger
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    Document Management (2000, 2002)

    What is the best way to associate Word document and any other files created outside of Outlook with a contact? We create a contact for each of our employment applicants and would like to attach test results, Word documents, PDF documents, etc., to their record and use that as our "file" on that applicant.

    Thank you!

  2. #2
    Uranium Lounger
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    Re: Document Management (2000, 2002)

    <P ID="edit" class=small>(Edited by JohnBF on 17-Aug-04 11:18. )</P>The part about your question that stumps me is "the best way". <img src=/S/hmmn.gif border=0 alt=hmmn width=15 height=15>

    You can directly add files (and Outlook Items) to contacts and store them within your contact (which could bloat the PST to substantial size if there are many contacts and many files). See the Insert | File dialog (or paperclip icon) in a Contact.

    You can also use Actions | Link | File, which creates a Journal entry with the file link, and stores it in the Activities tab of the Contact details. That wouldn't bloat the PST so much.

    For messages I have some hard-coded stuff where I save a file to my hard drive and place a hyperlink to the file into the message body. It uses the CreateObject("Shell.Application").BrowseForFolder< font color=red>*</font color=red> technique someone posted in the VB forum a while back. I think we could write some simple code to paste a hyperlink to a file into the Contact Notes if you are interested.

    <font color=red>* On second thought this may not work, but there's a more complex API call that will.</font color=red>
    -John ... I float in liquid gardens
    UTC -7ąDS

  3. #3
    Uranium Lounger
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    Re: Document Management (2000, 2002)

    Since it was mostly a matter of component assembly, try the PasteSelectedFileLinks (It calls the other tsub and function) in the attached code.
    -John ... I float in liquid gardens
    UTC -7ąDS

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