Document links
The Links tab allows for adding links to documents and viewing the linked documents in PANTHEON.
To access the Links, go to the Documents form or the Documentation | Links panel on all forms in PANTHEON.
This way, you can access all linked documents from the business address in the Subjects register, such as cooperation agreement, past issued invoices, and all other documentation. If, for example, you want to see a specific invoice in detail, the Links tab offers a Link key to the Goods module of the program.
This chapter presents how to add links, check them and open them via link keys.
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CASE SUMMARY
The customer Marc Camper rented a tent from the Tecta company. When taking over the tent, the person responsible has created a packing slip and has proposed that a loyalty card form is filled in by the customer, to obtain additional discounts on future rentals. The person responsible wants to link the completed form with the packing slip document and, if needed, later access the document via link. This is done as follows:
- Adding link
- Checking and open document links
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Using Search in Documentation, the person responsible finds and selects the loyalty card document: 23-DMS0-000024. The person responsible links the latter to the packing slip.
The link is created as follows: first, the person responsible clicks the Links tab.
Into the Link search field, the person responsible enters the number of the packing slip that is going to be linked with the document. In this case, the person responsible enters: 23-3200-000004.
The drop-down list displays the desired document, which the person responsible confirms, i.e. selects by clicking.
To add a link, the person responsible clicks the Add link button.
The selected document is now linked with the packing slip document.
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HINT
Any number of links can be added to a document.
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The list of documents from PANTHEON that are linked to the selected document in Documentation is now visible on the Links tab of the selected document.
In this case, the person responsible sees the link to the packing slip.
By double-clicking the Link key field, the linked document is opened.
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HINT
In case you want to delete the created link, click the link line and press the following keys on your keyboard: Ctrl + Delete.
A confirmation form appears: "Do you really want to delete the link?".
To confirm, click the Yes button.
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Warning
To import documents into Documentation and add links to documents, as presented in the case, the eDocumentation service must be activated.
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