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Document Imagine and the Web Info Tab

Tuned Listener
Posts: 11
Country: United States

Document Imagine and the Web Info Tab

I have found some information regarding Navigating folders using the Web Info Tab.  Right now we use Scan/Organize to navigate to folders on our server.  We have been looking into paperless office and if we do go that route - our folders will be web based and not on our server.  I was wondering if anyone knows if we can use the Web Info Tab to navigate and link the contact to the respective folder on the web.

 

Any help would be appreciated.

 

Thanks!

 

Cheryl Hubbell

Silver Contributor
Posts: 1,813
Country: USA

Re: Document Imagine and the Web Info Tab

A couple of Question?

Are you going to begin to use ACT for Web or continuing to use the ACT desktop product?

When you say your folders will be web based?  What exactly do you mean?  Can you give a couple of examples of what the url would look like?

When you say paperless office?  is this a concept you are trying or a specific service?

 

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Tuned Listener
Posts: 11
Country: United States

Re: Document Imagine and the Web Info Tab

Hi Jon,

 

We will continue to use the ACT desktop product.

 

I really don't know for sure of an example of the URL would be.  I have just sent an email to the person I am in contact with at Xerox and I will reply when he gives me an answer.   An example might be http://localhost/

 

When I said paperless office I mean everything is scanned and filed on a web based server.  We are looking at Xerox's DocuShare at the moment.

 

Thanks!

 

Cheryl Hubbell

Tuned Listener
Posts: 11
Country: United States

Re: Document Imagine and the Web Info Tab

Hi Jon,

 

The response I received from Xerox is:

 

This is an example of a public Xerox one for internal use:

https://docushare.xerox.com/doug/dsweb/Login

 

Thanks again!

 

Silver Contributor
Posts: 1,813
Country: USA

Re: Document Imagine and the Web Info Tab

I would say it looks possible. as long as the url can be imbedded in an ACT contact field. For example if customer ACMECO has a url of www.docshare.com/ACMECO  you should be able to create a link on the web info tab to open this url.   or you could reate a custom field to place the customer specific portion of the url.  Possible, but needs to be checked out.
Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider