| Document Management Center usage | |
Posted: Sun Dec 03, 2006 8:03 pm |
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wbusch |
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Joined: 03 Dec 2006 |
Posts: 2 |
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Hi Mark:
My info : V 6.70.50123 / stand alone user / novice GM user.
This is my first post after the GM 6.7 RE training.
I want to create some customized template with inserted fields for campaign purpose. Following your training manual p55-56 to save an edited template gives me a Word popup "unable to save as linked document". It was saved however under goldmine/goldmine/attach, and I could not see it under the user template folder but the user History tab shows the newly created user template. This is a little starnge, care to comment my usage?
How can I use linked GM in Word to Insert field? The training manual did not explain this and I could not figure out how to get this to work. I remember your example in the training showed certain field names get inserted in a modified template. Please advise.
For example, I need to put in a letter head in all my outgoing letters.
Wendy
p.s. Do you think that I can get more usage info from your GM handbook? |
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| Re: Document Management Center usage | |
Posted: Fri Dec 15, 2006 8:56 am |
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GoldMineRealEstate |
GoldMine Journeyman |
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Joined: 26 Jul 2006 |
Posts: 40 |
Location: Anaheim Hills, CA |
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wbusch wrote: |
Hi Mark:
My info : V 6.70.50123 / stand alone user / novice GM user.
This is my first post after the GM 6.7 RE training.
I want to create some customized template with inserted fields for campaign purpose. Following your training manual p55-56 to save an edited template gives me a Word popup "unable to save as linked document". It was saved however under goldmine/goldmine/attach, and I could not see it under the user template folder but the user History tab shows the newly created user template. This is a little starnge, care to comment my usage?
How can I use linked GM in Word to Insert field? The training manual did not explain this and I could not figure out how to get this to work. I remember your example in the training showed certain field names get inserted in a modified template. Please advise.
For example, I need to put in a letter head in all my outgoing letters.
Wendy
p.s. Do you think that I can get more usage info from your GM handbook? |
Wendy,
The instructions on pages 55-56 do not have any mention of saving a template.
The instructions for creating and saving a template were in the supplemental document sent during class (which is an excerpt from The Official Handbook for GoldMine for Real Estate", pages 157-167.)
Yes, the The Official Handbook for GoldMine for Real Estate provides details and step-by-step instcutions. |
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_________________ Mark Burrell
The Burrell Group
Author of GoldMine Real Estate Template
Author of Official Handbook for GoldMine for Real Estate
GoldMine Training & Consulting
http://www.burrellgroup.com |
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Posted: Wed Mar 28, 2007 5:50 am |
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bob |
n00b |
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Joined: 28 Mar 2007 |
Posts: 4 |
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Wendy,
Maybe you've solved your problem by now or maybe not?
Go into MS Word under Option on the General Tab and uncheck "Update Automatic Links at Open"
It's been a while but I'm sure that's what I did when I had the problem |
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