Adding links

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Links provide a way to associate files, folders, web pages, interactions, GoFileRoom documents, and FileCabinet CS documents with items in Practice CS. You can link items to client records, engagements, projects, tasks, time and expense entries, receipt and adjustment entries, and invoices. When you click a link within Practice CS, the linked item opens in the application with which it is associated.

Adding a link

  1. Navigate to the screen where you want to add the link.
  2. Select and open the item for which you want to add the link.
  3. Click the Links tab.
  4. Right-click within the Links tab and choose the appropriate action from the context menu. The following options are available:
    • Add Files — a file of any type; this file should reside on a network location accessible to other staff who would need to view it.
    • Add Folder — a file folder; this folder should reside on a network location accessible to other staff who would need to view it.
    • Add Web Page — a web page, internal or external.
    • Add Interactions — an interaction in Practice CS, such as a phone call or meeting.

      Note: You can add links to interactions only if you are licensed for the Client Management module.

    • Add FileCabinet CS Document — a document stored in FileCabinet CS.
    • Add GoFileRoom Documents — a document stored in GoFileRoom.
  5. Navigate to and select the item to which you want to link, then click OK. (For files, click the Open button.)

Organizing links

By default, new links are added to their own groups. You can organize links by adding, renaming, or deleting groups, and by dragging links from one group to another.

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