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How to add a link to an existing document

Last modified 08:03, 24 Apr 2017
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  1. On the main toolbar click the Suppliers  button File:dirname/pm/030_Suppliers/140_How+To.../080_How+to+add+a+link+to+an+existing+document/Supplier_button_on_main_toolbar_SMALL.gif.
    The Find Suppliers page is displayed.

  2. In the Search for field, type in the name (or part of the name) of the record you want to search for.

  3. Click OK or press the [Enter] key.
    The records that match your search criteria are listed in the window.

  4. Double–click the record in which you want to add the document link.
    The Supplier page for the selected record is displayed.

  5. Click the Documents tab to display it.  The Document icons are displayed in the top left area of the window.

    File:dirname/pm/030_Suppliers/140_How+To.../080_How+to+add+a+link+to+an+existing+document/doc_window.gif

  6. Click the third icon, Link to an existing document File:dirname/pm/030_Suppliers/140_How+To.../080_How+to+add+a+link+to+an+existing+document/link_doc_icon.gif. The Open window appears.

  7. Navigate to the document you want to link to, select it and then click Open.  A link to the document is created and displayed in the Documents tab.

Related Topics

About Suppliers

How to search for and open a supplier record

The Supplier page

How to view supplier details

The Documents tab

How to add a new document template

How to add a new document from a template

How to add a link to an existing directory

How to remove document links


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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