Files Tab of Vendor Info Center

Use the Files tab to link one or more external text files, graphics files, or email messages to a vendor record. When you add a file to the Files grid, Vision creates a hyperlink between the file path specified in the File Path field on the grid and the file. Click the file path to open the file from the current record.

Contents

Field	Description
Files Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Insert File	Click this option to add a file to the Files grid. This creates a link from the external file to the current record. When you add a file to the Files grid, Vision adds a link that uses the file's path. To ensure that others can view the file, use the full UNC path, rather than a mapped drive or your local C:\ drive. For example, use \\ProjectServer\Pictures\ABC_Photo.jpg rather than G:\ABC_Photo.jpg. If you move a previously linked file to a new location or change the name of the file, the file path is no longer valid and the hyperlink in the Files grid no longer works.
Insert URL	Click this option to add a URL to the Files grid. Use this option to link web sites, FTP sites, email addresses, and newsgroups to the current record. If a web site, FTP site, email address, or newsgroup location changes, the hyperlink in this field no longer works.
Delete	Click this option to delete a file from the Files grid. Use this option to delete an external file or a URL from the Files grid.
Description	Enter a brief description of the file or URL, to help you distinguish the file or URL from other files.
File Path	This field displays one of the following: The complete file path for an external file. Click on the file path to open the file from the external location where it is stored. The complete HTTP, FTP, email, or newsgroup address for a URL. Click the address to go to the Web, FTP, or newsgroup site, or to open and send an email. To edit a file path or URL, right-click it and then click the Edit option. This disables the hyperlink feature and allows you to edit the information in this field.
Graphic	This option is selected if the associated file is a graphics file. The file path name cannot contain any commas if you plan to use the linked graphic in certain merged proposals. See the Proposals section of the help for more information.