TCM

Linking - Choosing


Linking is a powerful feature of TCM which enables you to link a scanned image or any other file to a named contact or folder.

You can only link from one of TCM's Pending Trays for:

Scanned images, Application files, Faxes,
Emails and Internet files.

The 'New Contacts' Pending Tray is reserved for New Contacts only and the contact can only be placed in the Filing System be relocating (Cutting & Pasting). Once you have saved or scanned an item or file into one of the pending trays it is then available for Linking. Click on one of the pending tray buttons from the Toolbar. Click on the pending tray name in the left window. In the window on the right you should now see a list of items that are in the pending tray, ready to be linked.

Choosing


In the example above you can see that there are five items in the scanned images pending tray ready to be linked. To Link an item from the pending tray highlight it with a single click on the left mouse button.
In 'details' mode the item you have chosen will have been highlighted in blue, if you are viewing the items in thumbnail mode the item you have selected will have a red border around it, as the example below shows. (Only scanned images will appear as thumbnails)


Thumbnails


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