Create a contacts list and assign documents as columns (attributes) on each contact

Posted on 2009-02-20
Last Modified: 2013-12-14
What I want to do is create a structure in my Sharepoint site, which will be able to record contacts which have documents connected to them.
In simple words here's what.
When a client comes to my company he completes a registration form, a contract and a signature check document.
This means that, each client has three documents related to him.
I scan the papers and have them as PDF files.
I want to be able to add my client to a sharepoint list and also be able to upload his related documents in way that they are connected to him.
One way I thought is to create a custom content type and call it Client. Then create three columns that each one will hold a link to the file I want and add them to the content type.
This way I will have a content type called Client and three documents related to him.
I can't find a way to do that, the only options I get in sharepoint are to create text columns not something that will browse and attach the file to the client.
I don't know if I make my self clear, I would appreciate any help.
Question by:Joshoua
    LVL 6

    Accepted Solution

    My Ideas:

    1. Simple one
    Create a list. And simple attach pdf-s to the lists.

    2. Requires programming
    -Attach scanned pdf-s as idea 1 (always same name of a type).
    -Add hyperlinks to the list for each type of document. (display it on the view)
    -Update hyperlink manualy or write eventhandler c# code to update the links when a new item created.

    May be with workflow you can update hyperlinks but I am not sure.
    LVL 3

    Assisted Solution

    Agree with Andornagy...Most lists have an Attachments link on them.

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