Adding or editing links to client-specific resources

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You can add links to resources that are specific to a certain client. Those links are accessible when the client is open in Fixed Assets CS and can include websites, documents or other files on your local drive or network, or documents that are stored in FileCabinet CS (if licensed).

To add or edit links to client-specific resources, complete the following steps.

  1. Open the desired client.
  2. Choose Edit > Client External Documents. The sub-menu lists any links that were previously entered for this client.
  3. Choose Add/Edit Links to create new links or to modify existing links.
  4. In the Client External Documents dialog, you can do the following.

    • To create a new link, click the empty row at the bottom of the list and enter a description, link type, and location in the fields provided. To navigate to a file on your network or local drive or to specify a document in FileCabinet CS, click the browse Browse button button.
    • To group links in categories, hold CTRL and click the links you want to group together, then click the Group Selected button. You can use the arrow buttons on the right to move the links into and out of existing groups.
    • 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 change the order in which the links are listed, click the up and down arrow buttons on the right side of the dialog.
    • To reset the icons for external links, hold CTRL and click the links you want to reset, then click the Reset Selected Rows' Icons button.
  5. Click OK to close the Client External Documents dialog. The new links are now available by choosing Edit > Client External Documents.

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