Community
Showing results for 
Search instead for 
Do you mean 
Reply

default local for drag drop documents

Copper Super Contributor
Posts: 128
Country: USA

default local for drag drop documents

attaching documents via drag and drop function into "Document" tab saves the document to default location ie

"Act->Act Data-> Documents"

 

how can this be customized to a different folder not seeing anything i can change in "Design Layout"

 

thanks inadvance

server stats: Ms Svr Std 2k8, Ms SQL Svr 2k8 R2 build 10.50.4302, ACT! Premium (Web) 2014 v16.0.291.0_HotFix5, 16GIG Memory
http://www.act.com/support/getting-started-documentation
http://www.act.com/support/downloads/act-premium-v16
http://kb.swiftpage.com/app/answers/detail/a_id/36097kwAdministrator%27s%20Guide
Moderator
Posts: 704
Country: USA

Re: default local for drag drop documents

Soft783,

 

  In the Act! Program (Not the web interface) you can change the default location of documents by changing the store location in the preferences.

 

Click Tools>Preferences

Change the file type to Documents (Or anything else you would like to change)

Modify the path

Click OK to save the changes.

 

Let me know if this answers your question appropriately.

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com
Copper Super Contributor
Posts: 128
Country: USA

Re: default local for drag drop documents

yes you are absolutly right andi have done so for other reasons.

But this only provides a user based alternate location.

I am after a per contact/record based solution.

IE "Sugar Company"  with a  unquie id of "SC01" and a pdf named "SC01inventory.pdf

to be linked or saved to the named folder "SC01"

 

yes because of our unique coding process it will not make any difference if all attachments are saved to the same folder.

as your software does now

however for aestetic and third party software reasons it would be a significant advantage to have attachments with

same unique id reside in the same folder.

 

any solution orup coming??

 

thanks 4 your time

 

 

 

server stats: Ms Svr Std 2k8, Ms SQL Svr 2k8 R2 build 10.50.4302, ACT! Premium (Web) 2014 v16.0.291.0_HotFix5, 16GIG Memory
http://www.act.com/support/getting-started-documentation
http://www.act.com/support/downloads/act-premium-v16
http://kb.swiftpage.com/app/answers/detail/a_id/36097kwAdministrator%27s%20Guide
Moderator
Posts: 704
Country: USA

Re: default local for drag drop documents

As far as I'm aware this is currently not a feature that we are looking to add to the program.  I've noticed in the past that multiple locations for attachments, even folders in the current location, cause a great deal of performance degradation.  I would assume that is why we went with the unique file ID system, so it only had to run with one indexed folder.

 

Thought it's not something that I have been told is planned for a future release, it may still be in the works and I simply haven't been told about it, yet.

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com
Copper Super Contributor
Posts: 128
Country: USA

Re: default local for drag drop documents

files are saved to "\\server\office-database" files\Attachments\ by default

 

where can i find the xml or dll  file to change this location manually or is it hard coded

 

thanks

server stats: Ms Svr Std 2k8, Ms SQL Svr 2k8 R2 build 10.50.4302, ACT! Premium (Web) 2014 v16.0.291.0_HotFix5, 16GIG Memory
http://www.act.com/support/getting-started-documentation
http://www.act.com/support/downloads/act-premium-v16
http://kb.swiftpage.com/app/answers/detail/a_id/36097kwAdministrator%27s%20Guide