The user can connect to the URLs with the chosen folders or to the selected Document space.
Select the Link a URL option from the Options or Create Context menu.
The Link a URL window opens displaying the Add Details tab.
Enter a name for the URL.
Provide the URL link that you wish to add in the Type URL field.
Describe the URL (optional).
Navigate to the URL Parameter tab to add parameters (Optional).
Click the Save option.
A success message appears.
The URL gets created under the selected document folder. E.g., A URL document has been created under My Documents.
The user can see the linked URL by opening the created sample URL.
The user can add or remove parameters to the linked URL by using this option.
Navigate to the URL Parameter tab.
Two options for adding URL properties are displayed:
Add User Properties
Add System Properties
By clicking the Add User Properties option, the user is required to add Parameter Name and Parameter Values.
By selecting the User Properties option, the administrator needs to insert a valid user custom field. (E.g., In the below-given image, parameter Param 1 passes the defined value for the city custom field provided for the selected user).
By clicking the Add System Properties option, the user is required to add a Parameter Name and Select a system property via a drop-down menu.
By choosing the System Properties option, it requires the administrator to select an option from the available System Properties drop-down menu. (E.g., in the below-given image, parameter Param 2 passes the authentication Token as system properties to link the URL).
Click the Save option to save the information.
Please Note:
The user can easily connect internal URL links by using the parameters, while the external URLs require security permission to link.
The user can click the Remove option provided next to an added parameter to remove the parameter.
A document with a Linked URL is credited with various options in a context menu by using a right-click on it as displayed below:
Select a linked URL document.
Select the Open in New Tab option from the context menu.
The concerned linked URL will be opened in a new tab.
Select a linked URL document.
Select the Properties option from the context menu.
The Properties window appears with four options:
Properties: The Properties tab of the linked URL document gets displayed IT displays the Version, Creator's name, space, date of creation, and date of modification. The description entered by the user is also shown.
Click the Browse option to upload an image.
The uploaded image appears next to the Browse option.
Click the Save option to save the updates.
A success message appears after uploading the image.
The image gets uploaded.
The linked URL document is shared with the selected user(s).
Select the Share with User option in the Properties window.
Search a specific user by using the search bar.
Select a user or all the users using the checkbox(es).
Click the Save option.
A success message appears stating that the document privilege is updated.
The document gets shared with the selected user(s).
The linked URL document can be shared with the selected group.
Select the Share with Group option from the Properties window.
Search for a specific user group using the search bar.
Select one or multiple groups using the checkbox(es).
Click the Save option.
A success message appears stating that the document privilege is updated.
The document gets shared with the selected group(s).
The selected user cannot access the linked URL file.
Select the Exclude User on the Properties pop-up screen.
Search for a specific user using the Search bar.
Select a user or all the users using the checkbox(es).
Click the Save option.
A success message appears, and the document privilege gets updated to exclude the selected user(s).
The selected user(s) will be excluded from the rights to access the linked URL.
Please Note:
Click the Copy Link icon to copy the open document link of the Link URL. The copied Open link can be pasted to the desired place.
If a URL file is shared with the user(s) or group(s) via the Share With option, it will open as a view-only copy for the selected user or user group.
Select the Modify Document from the URL options context menu.
The Modify Linked URL window opens.
The Edit Details tab opens by default.
The user can modify the following information (if required):
URL Name
URL Link
Description
The URL Parameters can be edited from the URL Parameter tab (if needed).
Click the Save option.
A success message informs the user that the selected URL has been updated.
The user can add a URL document to or remove it from the Favorites section.
Select a linked URL document.
A message, “Document Added to Favorites” appears.
The selected link URL gets added to the Favorites section.
Navigate to the link URL you wish to remove from the Favorites section.
Use right-click on the URL to get the remove option.
Click the Remove from Favorites option.
OR
Navigate to the original URL document.
Use the right-click to open the context menu.
Click the Remove from Favorites option.
A message appears stating, “Document removed from Favorites” and the selected document with the linked URL gets removed.
The URL file gets removed from the Favorites section.
The Move to window appears displaying the available folders.
Select a folder.
Click the Move icon.
The user gets redirected to the next screen, where the selected folder is displayed at the top.
Click the Save option.
A message appears to notify the user that the document has been moved.
The concerned document with a linked URL gets moved to the selected folder.
Select the Rename option from the Link URL context menu.
The Rename window opens.
Enter a New Name for the URL document.
Click the Save option.
A success message appears.
The linked URL document gets renamed.
It is possible to copy and paste a link URL into a different place.
Select the Copy option from the Link URL context menu.
Select another folder and use the right-click to get the Paste option in the context menu.
Or
Use the right-click on the blank space of My Documents or Public Documents.
A context menu will appear with the Paste option.
Select the Paste option.
A new window appears.
The Name mentioned in the pop-up window shows the prefix ‘Copy of-’ before the original name of the Link URL document (E.g., Model URL gets a new name Copy of Model URL).
Click the Save option.
The copied link URL is replicated with a different name.
Select the Delete option from the URL Options context menu.
The Delete window appears to confirm the deletion.
Click the Delete option.
A confirmation message appears, and the selected URL file gets removed.
Select the Report Burst option from the Link URL context menu.
The Report Burst window opens.
Add the users or user groups.
Provide a subject.
Provide a description (optional).
Schedule the report.
Click the Save option.
A success message appears.
The open document link of the report gets shared with the selected user(s)/ user group(s).
Please Note: The Move to and Delete options are not available for the link URL shared under the Public Documents, but the Link URL documents created under the Public Documents folder get these two options.
Select the Add to Favorites option from the context menu.
Select the Move to option from the Link URL context menu.
