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CCH Software User Documentation

How to add a link to an existing directory

userdocs-productinformation-page-header.jpg

 

  1. On the main toolbar click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../070_How+to+add+a+link+to+an+existing+directory/Supplier_button_on_main_toolbar_SMALL.gif.
    The Find Suppliers page is displayed.

  2. In the Search for field, type in the name (or part of the name) of the record you want to search for.

  3. Click OK or press the [Enter] key.
    The records that match your search criteria are listed in the window.

  4. Double–click the record in which you want to add the directory link.
    The Supplier page for the selected record is displayed.

  5. Click the Documents tab to display it.  The Document icons are displayed in the top left area of the window.

    File:dirname/pm/030_Suppliers/140_How+To.../070_How+to+add+a+link+to+an+existing+directory/doc_window.gif

  6. Click the fourth icon,  Link to an existing directory File:dirname/pm/030_Suppliers/140_How+To.../070_How+to+add+a+link+to+an+existing+directory/link_dir_icon.gif. The Browse For Folder window opens, displaying the folders in your local drive.

  7. Navigate to the directory you want to link to, select it and then click OK.

    A link to the directory is created and displayed in the Documents tab.

 

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