Adding a Document Link

To add a document link to Processes:

  1. In Processes, click the Add button's arrow and choose Document Link from the drop-down list.

    The Document Repository opens.

  2. Select a document from the Document Repository.

    The Add Document Link dialog box appears.

  3. In the Name field, enter a name for the document.

    Note: The current document name appears by default.

  4. In the Description field, enter a useful description of the document.
  5. In the Folder field, click Browse and select the folder from the Folders Tree dialog box in which you want to create the link.

    The Link to field displays the name of the document

  6. Click OK. The PPM document link is appended to the end of the process's list in the selected folder.

Related Topics

Adding Links

Adding a PPM Link

Adding a Web Link

Adding a Text Object

Adding a Process Folder Link

Arranging Links in a Folder



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Last Published Thursday, July 9, 2020