Overview
You must be licensed for DocLink in order to use it. Please contact a TEAM sales representative at 800-500-4499 to purchase a license. TEAM assists with the installation and setup of DocLink. See DocLink Licensing for more information.
When you purchase DocLink, a TEAM engineer executes a script that creates your DocLink projects.
You can view each project's settings by choosing DocLink Setup from WinTeam's System - Setup menu.
Important: You should never change a project's settings without TEAM's assistance. Altering a project's settings may render it unusable.
Security
DocLink Setup has its own Security Group, SYS DocLink Setup.
The SYS DocLink Setup Security Group is part of the SYS Defaults / Setup ALL Security Group.
For more information, see Learning about Security Groups.
DocLink contains additional security features. For more information, see DocLink Security.
DocLink Setup
Definitions and Descriptions
Lookup
Click the Lookup drop-down menu and choose a project to manage its settings.
Description
The name of the project.
Query
The WinTeam table from which the project will get its information.
Field Mappings for this Project
Field names that WinTeam sends to FileBound. When the Search On check box is selected next to a field name, DocLink searches on that field name and opens the file if the search term exists or creates a new file if the search term is not found.
Screens that map to this Project
Lists the WinTeam windows that contains the DocLink icon for the project.
Document Types for this Project
List of separators for the project. If the No Separators check box is selected in the upper-right corner of the DocLink Setup window, a separator with the name of the project must be listed. This list displays in Security Groups.
If you would like to learn how to create new DocLink Separators and add them to your project, please refer to the topic Creating and Adding Separators to Projects.
Primary Keys for this Screen
Available key field for each of the WinTeam screens.
Related Projects
Defines the Plugins related to this project.
System Defaults Setup
There are DocLink settings in WinTeam's System Defaults. These settings control how DocLink documents are imported to WinTeam and are entered by a TEAM engineer when DocLink is initially set up.
Do not change these settings. Modifying the settings in System Defaults will result in the inability to import documents to WinTeam.
Code URL: Your FileBound domain.
Admin User: The DocLink administrator's user name.
Admin Password: The DocLink administrator's password.