Links in Documents- Why is it helpful?

Created by Inês Figueiredo, Modified on Thu, 22 Dec, 2022 at 2:54 PM by Patrícia Quinaz

Documents can be related to each other. Some procedures can be linked to other documents (such as instructions or forms) and these procedures can be linked to other processes (such as complaints, action plans, or audits).

For data enrichment purposes and for an improved user experience, a link between documents and processes can be easily created using the Link feature.

3 kinds of links may be created in the Document Management module:

Document-to-document link
Document-to-process link
Link a document to a non-AGIR web page (external link)

How to create a Link?

1. To create new links, open the document homepage and click on Links.

2. Create your new links as shown in the next screenshot. Reminder: links can be created for documents, processes, and external websites.

External Link

To create a link to a web page, fill in the name for the link, add the website's URL and click on Add.

Workflow Link

To create a Link to a Workflow related to the current document, search for the desired workflow and click on the link icon (Image below).

Document Link

Search for the desired document and click on the link icon to create a new link to a document related to the current document (Image below).

How to access Links?

1. Links are automatically displayed on the document homepage (Image below).

2. Click on Click here for more info.

3. A list of the currently existing links will be shown. When clicked on, they will open a new browser page.

TIP Did you know you can create an internal link in your documents with AGIR Office tool? Internal links are not only functional on AGIR Office, they will also work on Microsoft Office Word. To learn how to create a link click here.

ATTENTION When creating links, additional accesses aren't created. Document users/subscribers can't open a link which they haven't got access to.

PERMISSIONS To click on links, you only need permission to read the related documents. To create and delete links, permission as editor/approver or Administrator is needed.