How to Link New Documents in wMobile for GoldMine: Phone Edition

You can now link new documents, such as photos or files, in wMobile for GoldMine from your mobile devices.

Select Link New Document from the options at the bottom of the record to link a new document.

If there are already documents linked to the Contact, documents can also be uploaded from the Documents list as shown below. Select Link New Document.

Using either of these methods to link a new document, a new screen will be displayed to enter details on the new document and select the file.

Add a Document Name. Add any desired notes. Checkmark Allow File to Synchronize if there are remote GoldMine users that use GoldMine's synchronization functionality to sync data updates to a local GoldMine installation. Select Choose File to browse for the file on the mobile device.

Select the appropriate option to Take Photo or Video, select from Photo Library, or Browse for a file.

Once the file is selected, click on Save. The document will then be linked to the contact record and available for any other GoldMine/wMobile users to view (if their record access permits them to view the record). Documents are listed with the most recent at the top of the list.

Configuration settings for where uploaded documents will be stored on the server can be found in System Settings.