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| | | Supreme Being
Group: Forum Members
Last Login: 11/26/2008 10:43:37 AM
Posts: 157, Visits: 410 |
| | Will Point ever be able to handle Excel, Powerpoint, and PDF files? One of the main draw backs from Point is the ability to have our rate sheets, reports, and other marketing materials housed inside the software. With OpenClose our online vendor we have a place called InfoCenter where we are able to upload any type of file that users can pull down to their C: or attach to their loans. Something like this would really be nice in the future.
Thank you, Eric J. Lilly |
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Supreme Being
Group: Forum Members
Last Login: 9/12/2008 11:24:50 AM
Posts: 289, Visits: 242 |
| | You can do this now - sort of. If you move the file into the Point data directory where the point file is saved and name it the same as the Point file, it will be managed by Point in any copy or move operation. This doen't give you much functionality. It also makes the files harder to find and you can't name them logically so there's not much utility to this. It would be nice if Point had a document management feature.
- Mike
mike@mtig.biz |
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Sepal
Group: Moderators
Last Login: Today @ 2:47:53 PM
Posts: 1,178, Visits: 9,204 |
| does your definition of a document include excel and powerpoint files?
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| | | Supreme Being
Group: Forum Members
Last Login: 11/26/2008 10:43:37 AM
Posts: 157, Visits: 410 |
| I would say yes.
Thank you,Eric J. Lilly |
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Supreme Being
Group: Moderators
Last Login: 11/15/2008 10:00:24 PM
Posts: 835, Visits: 1,899 |
| | Hi Eric, Can you rate the scale of importance of these: PDF
Excel
PowerPoint Thank you,
Bryan
Point Product Manager |
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| | | Supreme Being
Group: Forum Members
Last Login: 11/26/2008 10:43:37 AM
Posts: 157, Visits: 410 |
| You already did it  1. PDF
2. Excel
3. PowerPoint
Thank you, Eric J. Lilly |
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