This list contains the existing links for the current client.

• To create a new link, click the empty row at the bottom of the list and enter the appropriate description, link type, and location in the fields provided. To navigate to a file on your a network or local drive or to specify a document in FileCabinet CS, click the browse button.
• To include Microsoft Excel spreadsheets, Microsoft Word documents, and Adobe PDFs as attachments to your client's Web Client Organizer, mark the Web Organizer checkbox.
• To group links in categories, hold CTRL and click the links that you want to group together, then click the Group Selected button.
• To delete a link or a link group, select the item in the list and click the Delete Selected button. Deleting a link group will not delete the links within that group.
• To make the links available in next year's application when you proforma the client's data, mark the Proforma checkbox.
• To change the order in which the links are listed, click the up and down arrow buttons on the right side of the dialog.

To arrange several existing links into a category in the external links list, hold CTRL, click the links you want to group together, and then click the Group Selected button.

Select a link from the list and click this button to delete the link. To remove a link group, select the group name and click this button. Removing the link group does not delete the links within that group.