[Vtigercrm-developers] vTiger Print Driver for Windows

Juan C. Dulanto juan at compuxpert.com
Sun Dec 16 19:50:24 PST 2012


We have installed vTiger on a Windows 2008 server, and it is working ok.
We would like to implement some sort of vTiger print driver, to convert documents to pdf format and upload them into our CRM.
Is there a "print driver" that could help automate the uploading of documents?

1. We are using PDFCreator:  We have configured it to automatically save every "printed" document as "upload.pdf" at the local C drive (C:\upload.pdf)

[cid:image007.jpg at 01CDDBDF.BB7B43A0]

2. PDFCreator, then opens a contact list view (automatically) to allow us to select a contact to upload the document to.

[cid:image008.jpg at 01CDDBDF.BB7B43A0]

3. Once the contact is selected, we choose to upload a document by clicking on the right side "Add Document" icon.

[cid:image010.jpg at 01CDDBDF.BB7B43A0]

4. Finally we fill in all required info and upload the document.

[cid:image012.jpg at 01CDDBDF.BB7B43A0]


Our users search Documents by Document Title, Description, or Policy # only.
We would like to avoid having to click on "browse" and selecting the file name to be uploaded (3rd field on the left, Basic Information Section)
Is it possible to modify EditViewUI.tpl or some other file (or even change the uitype from  type28) to allow pre filling the name of document to be uploaded as "c:\upload.pdf" without having to browse and search for the file or file name to be uploaded ?

It is a waste of time clicking on browse and selecting the same document name again and again.

Thanks,
Juan

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