<< Click to Display Table of Contents >>

Using Evo Links

 

Overview

 

The Evo Links system provides for the ability to link any number of objects such as PDF or JPG files, Websites, Word or Excel files etc. to any data element inthe system that can be uniquely defined.  This includes but is not limited to Item Numbers, Customers, Sales Orders, Sales Order Lines, Work Orders, etc.  Once the link is defined, it can be viewed in amy programs or and Evo lookup grid and the links can also be set to print on specific forms, either as a thumbnil onthe document itself or as a linked document on a subsequent page or in the case of emailing documents, an additional attachment to the email.

 

Creating Links

 

In programs such as IN-B or AR-A that create or edit entries, or on the lookup grids, highlight or select the data element you want to link something to and click the Links button which is the golden chain link on a blue background, in most cases next to the Notes button.  To add a link, click the Add button (green circle with a plus sign) and then either enter the path and file name or web address or browse for it and select it and click Save.  You can set up a Global Path for your links in which case you dan designate that the link use the Global Path and then you just enter the relative path under that Global Path.

 

To define which forms you want the link to print on or with, click the Printing tab, double click on Document and choose the desired document from the dropdown.  Choose Thumbnail or Linked Document for Type and if the link is to an inventory item, indicate whether the printing applies when the item is a parent, component or both.  Click Save on this screen to save the print settings.

 

The Settings button allows you to enter the Global path and also define whether the link should open using Windows file associations or if you will specify a different program to open the linked file.

 

Accessing Links

 

In programs such as IN-B or AR-A that create or view entries, or on the lookup grids, highlight or select the data element you want and click the Links button which is the golden chain link on a blue background, in most cases next to the Notes button.  Click the