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CCH Software User Documentation

How to add a link to an existing document

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  1. On the main toolbar click the Suppliers  button File:dirname/pm/030_Suppliers/140_How+To.../080_How+to+add+a+link+to+an+existing+document/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 document 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.


  6. Click the third icon, Link to an existing document File:dirname/pm/030_Suppliers/140_How+To.../080_How+to+add+a+link+to+an+existing+document/link_doc_icon.gif. The Open window appears.

  7. Navigate to the document you want to link to, select it and then click Open.  A link to the document is created and displayed in the Documents tab.




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