|WPZ 12/07/2012 16:41||
Documents on a Dashboard
Is it possible to include read-only documents on a dashboard within the system? For example a company handbook, or a memorandum, that staff can refer to when required.
|Fabio 12/07/2012 16:57||
Which kind of documents? PDF, DOC, XLS, HTML ?
|WPZ 12/07/2012 21:30||
I was thinking along the lines of DOC files but I can certainly see the consistency in saving these documents as HTML files instead.
|Fabio 13/07/2012 09:13||
For sharing DOC or XLS files the better way is to use document archiving capabilities (menu DOC) but these documents are not directly available via dashboard. But you can set access privileges to them, and link documents to items, contacts, invoices, repair sheets, ....