How to Link Scanned Documents to Gorilla®

How to Link Scanned Documents to Gorilla®

QUESTIONS THAT APPLY TO THIS TOPIC

  • How do I link a scanned document to a CG’s info sheet?

ANSWER

  1. On your computer, create a folder for the CG that contains the scanned documents you want to access from the Info Sheet.
  2. Take note of the address where the documents are located.
    • For all users to be able to access the documents, a folder should be created on the network drive.
  3. In Gorilla, open the Info Sheet for the CG.
  4. On the Info Sheet enter the address to the network drive in the field next to the globe icon.
    • i.e. if the network location is G:\Gorilla Info\Clients\DaVinci, Leo, enter that in the field.

  5. To access the file from the info sheet, click the globe icon and it will open the folder location indicated.
    • If the globe icon is grayed out, check that there is info in the field to the left, and that it is the accurate location.

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