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Any document filed under an existing record in the database can be linked to a new email and opened by the recipients by double-click, provided they also have access to the database.

  1. Place the cursor in a position in the text or select the text you want.
  2. Click on Datenbankfeld Insert database reference > Verknuepfen Link. A list of all available tables sorted by the tabs of the function bar will open.
    Example:
    Search for a mail or email by clicking on Briefe Communication > Briefe Mail.
    Search for a document that has been filed under another record by clicking on Vorlagen Templates > Dokumentenablage Document packages.
    Search for a document that has been saved to a directory by clicking on Basis Home > Verzeichnis Objekt Directory objects.
  3. Alternatively, open the list of available tables by right-clicking on the selected text.
  4. In the search for document packages, the Filing location defaults to "Shared Documents". Click on the drop-down list to search in a different filing location.
    1. Select the table you want if you know the filing location of the document (account, event, etc.).
    2. Click on SelectAll Select all rows, if you assume that the document is in one of the tables offered for selection.
    3. Click on SelectNone Discard selection if you do not know the filing location and ok Confirm.
  5. Click on suche Search and select the document you want from the list of search results.