Background:
in our business we save all client files to the database(CRM), currently we do it by using some sort of import tool (activated by right clicking the file icon) which saves the file to the database record. following is what we would like to have:
Problem:
Currently the only way to get a file into the database is to first save each file to disk and only then can we import it. we would like to speed up the process.
Solution Needed:
A Pseudo “Print Driver” so when looking at a open file we should be able to “print” the document to the new “print driver”.
1. The print driver should save the file as a pdf to a temp folder.
2. Then
OPTION A: bring up a dialog box where the user can specify the “description” and “category” of the file. And a save button, it should then save the file to the database.
OPTION B: invoke our existing (3rd part) import dialog and passing to it the path of the temp file.
(Option B is preferred, but may be a bit tricky since I only have some information on how to invoke it… more detail will be supplied when needed).
