Adding a Link to Processes

You can create a shortcut to a selected link and add the shortcut to Processes for easy access at any time.

To add a link to processes:

1. Go to the specific page and view you want to share.
2. From the Collaborate menu, choose Add Process Link. The Link dialog box opens.
3. Define the Name of the link.
4. (Optional) Enter a Description.
5. Click Browse to select the destination Folder.
6. If you used the Obtain Page Address option, you can click Paste Link to insert the predefined link.
7. Check the Include Item in Link checkbox to include the selected item/portfolio in the link. Leaving the box unchecked, will display the last item/portfolio.
8. Click OK.