Document management and hyperlinks
I am trying to decide whether filemaker Pro is the right solution for our company. I am trying to create what is essentially a document library that can be shared with clients.
Currently we use Excel. We place all the pdfs in a folder and then create an Excel spreadsheet with info about the documents and hyperlinks to the pdf. We then save all of it to a cd and provide it to the client.
Given that we have several clients I was hoping to create 1 database in which employees can access to save documents that they receive from all clients.
I want filemaker to know that when client 1 is selected in the form that the pdf is sent to folder 1 and when client 2 is selected the pdf is saved to folder 2 etc (for many clients).
I then want to be able to share with a client only their info.
I want the clients to be able to click the file name and automatically open the related pdf.
Can filemaker do this? How? Please keep in mind that I am a biologist not a computer programmer.
Thank you for your help.