Managing Document Access for wMobile

Managing Document Access for wMobile

Our webinar focused on Managing Document Access for wMobile.

We reviewed the following topics in order to configure document access in wMobile:

  • Configuring Virtual File System Settings (VFS) in the Manager Console to grant access to document folder locations
  • Accessing existing email attachments and Linked Documents in wMobile
  • Setting up wMobile Desktop to enable users to upload Linked Documents

Keep on Watching

wMobile User Group: Creating Filters in wMobile Desktop

Learn how to create filters in wMobile, and how filters can be used for customer review, producing merge letters, and scheduling activities.

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wMobile User Group: Customizing wMobile Phone Menus

Learn more about the wMobile Phone contact and main menus that contain links to perform most of GoldMine’s functionality.

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wMobile User Group: Using and Customizing Quick Search Options

Learn how wMobile users can customize their own Quick Search Options in both Phone and Desktop versions.

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wMobile User Group: Using the wMobile Diagnostic

In this wMobile User Group, we discussed Using the Filter Bar in wMobile Desktop.

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