It can be useful to refer to a document directly from any screen in the system.

In order to do this you will first need to ensure that the document is available to the system.

The preferred file format is .htm or .html however other files can be uploaded. HTML files can be viewed within your web browser for a more seamless experience.

While in any database area click on the Menu option, View > Attached Files, click on

and find the file. Click

to load the file into the system.

Click on the file name to open it in a new window, make a note of the URL in the address bar, this is where the file is now located for you to link to.

Go to Menu, Setup > Database Area settings, click on the area number that you wish the file to be linked in.

In the section Area Usability you will find the heading Quick Links Setup.

Enter a descriptive name for the link and enclose in square brackets eg: [Filename.html] then enter the URL for the document. For example: https://fivecrm.com/user_files/attachments/001/ExampleFilename.html

The full field should be in the following format:

[Filename.html]{full path}/user_files/attachments/{Area number}/{filename}

In the example above: {full path} is https://fivecrm.com/

{Area number} is 001 which is the Database Area you are working in.

{filename} is ExampleFilename.html

Note that since spaces are not allowed in URLs they must be replaced with %20

If you wish to enter more than one link separate the entries with a semi colon (;)

Scroll to the bottom of the page and click

Go to File > Change Area and select the area you have changed the settings for (this will refresh the area settings).

You should now see an option on the button bar at the top of the account detail screen called Links. Click on a link to view the document.