Linking to external documents in EnergyCAP

In addition to the bill imaging capability built into EnergyCAP, it is also possible to reference and/or link to an outside document (such as a spreadsheet or a scanned image) from the General tab of the EnergyCAP Account or Facility managers so all users can access the document via a shared network or the internet. This is accomplished by creating a User Defined Field (UDF) that can incorporate the HTML link to the desired document.

Creating a UDF (one-time setup)

To create a UDF, follow the procedure below:

1. Launch the EnergyCAP Administrator program. This supplementary software management program is, by default, installed to C:\Program Files\EnergyCAP Enterprise\Administrator.exe.
   
   


2. After logging into Administrator, click Setup > User Field Setup from the Administrator menu options.
   
   
   
   The User field Setup window will open.
   
   

3. Select the type of UDF you want to create (Account, Vendor, Meter, or Place).
4. Select the Add/Edit/Delete option that is appropriate for the user field. For example, select “Add new User field” if adding a new UDF.
5. Input the User Field Name in the text box provided.
6. Select the Data Type from the drop-down list box (Any Numbers, Date, Text, Whole Numbers). The Text option is usually the most appropriate, and should be used for any HTML link information.
7. Click OK to save the settings and close the User field Setup window. The UDF has been created.
8. Exit the Administrator program.

Entering data into a UDF

1. Open EnergyCAP and navigate to the desired account/vendor/meter/place. The UDF label and any specific value associated with that account/vendor/meter/place will appear in the General tab PowerView.
   
   


2. To insert a specific text/link for the selected account/vendor/meter/place:
1. Open the Properties window (File > Properties).
2. Click on the User Fields tab, and input the desired Value  in the cell provided using appropriate EXAMPLE of HTML language/tagging:
   <a href=”www.YourWebLinkAddress.html”>Link Text</a>
   
   


3. Click OK to close the Properties window. The UDF value should display under the User Defined Fields list in the General tab PowerView.
   ! Don't forget the appropriate HTML TAGS when inputting a link!  Then the UDF value will show in blue on the General Tab so you can click on it like a hyperlink. It may be necessary to refresh the screen before the EnergyCAP PowerView will display newly-input data!

Printing/Reporting UDF information