Add and Edit Links

To a link to an element, open the Links tab and select the element in a list or in the databases explorer (ensure that the Track CE checkbox is checked).

1. Right-click in the Documents linked to pane and select the Add Link option from the menu that is then displayed.

   

   The Add Link to <element name> window is then displayed:

   

2. To add an existing link to the element, click on the Existing link category (the window defaults to this category if there are any existing links).

   The Link options pane displays the hierarchy of worlds and classes as described above. It also displays the existing links in each world.

   

3. To select an existing link, click on it, and then click OK. The link is then assigned to the element:

   

4. To add a link to a file, click on the Existing file category:

   

5. Enter a unique name for the link and a description. Click Choose file to browse for the file, or enter the file path and name in the Path to file field.

6. Click OK to add the link to the element.

7. To add a link to a web page, click on the Web page category:

   

8. Enter a unique name for the link and a description. Click Browse to browse for the web page, or enter the URL in the Address field.

9. If Browse is clicked, a browser is opened. Browse to the required web page and then close the browser. The Address field is then completed with the URL of the web page.

10. Click OK to add the link to the element.

11. To add a link to an e-mail address, click on the E-mail address category:

    

12. Enter a unique name for the link and a description.

13. Enter the e-mail address and the default subject for messages sent to the linked address via the Linked Documents window.

14. Click OK to add the link to the element.

Assign Links to Classes

15. To assign a link to a class, click on it in the Links tab or the Folders/Classes tab. In the Assigned Classes pane, the classes to which the link has been assigned are indicated with ticks in the adjacent checkboxes:

    

16. To assign the link to a class, check the appropriate checkbox.

17. Uncheck a checkbox to remove a link from a class.

Open and Edit Links

18. To open a linked file or URL, or to send a message to an linked e-mail address, right-click on the link and select Open from the menu that is then displayed.

19. To rename a link, right-click on the link, select Rename from the menu and enter the new name.

20. To remove a link from an element, right-click on the link and select Remove.