How do I add a link to another item?

While writing a message, you might find it handy to link to a Conversation, Social Object, document, or other item. Here's how:

  1. While writing your message, click Link to a Conversation, Document or Social Object button under the text box to open the Insert Reference dialog.

  2. Select a source:

    • Recent—To select from items you've visited recently

    • Viewed Documents—To select from files you've opened recently

    • Favorites—To select from items you've marked as a favorite

    • Search Results—Type text into the search box, then press Enter to search for an item

  3. Select the item you want to refer to.

  4. Click Insert to add a link to your selection to the message field.

  5. Optionally, enter text before or after the reference link.

  6. Click Post.