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<p class="MsoNormal">We have installed vTiger on a Windows 2008 server, and it is working ok.<o:p></o:p></p>
<p class="MsoNormal">We would like to implement some sort of vTiger print driver, to convert documents to pdf format and upload them into our CRM.
<o:p></o:p></p>
<p class="MsoNormal">Is there a “print driver” that could help automate the uploading of documents?<o:p></o:p></p>
<p class="MsoNormal"><br>
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)<br>
<br>
<o:p></o:p></p>
<p class="MsoNormal"><img width="505" height="519" id="Picture_x0020_3" src="cid:image007.jpg@01CDDBDF.BB7B43A0"><br>
<br>
2. PDFCreator, then opens a contact list view (automatically) to allow us to select a contact to upload the document to.<br>
<br>
<o:p></o:p></p>
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<o:p></o:p></p>
<p class="MsoNormal">3. Once the contact is selected, we choose to upload a document by clicking on the right side “Add Document” icon.<br>
<br>
<img width="684" height="484" id="Picture_x0020_1" src="cid:image010.jpg@01CDDBDF.BB7B43A0"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">4. Finally we fill in all required info and upload the document.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><img width="791" height="568" id="Picture_x0020_6" src="cid:image012.jpg@01CDDBDF.BB7B43A0"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Our users search Documents by Document Title, Description, or Policy # only.
<o:p></o:p></p>
<p class="MsoNormal">We would like to avoid having to click on “browse” and selecting the file name to be uploaded (3<sup>rd</sup> field on the left, Basic Information Section)
<o:p></o:p></p>
<p class="MsoNormal">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 ?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">It is a waste of time clicking on browse and selecting the same document name again and again.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal">Juan<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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