Chapter 6 – Working with attachmentsChapter 6 – Working with attachments\Adding AttachmentsAdding Attachments\Adding Vault LinksAdding Vault Links\To add links to documents in the vault

 

o   Select the folder you wish to add the link to.

o   Click on «Attachments» / «Add Vault Link»

 

o   Choose the link behavior from the dropdown list:

 

*       Vault Work

Checks out the document from the vault and marks it “Checked out”. After editing, the document can be checked back into the vault with changes or versioning as required. Changes are recorded in the package history.

 

*       Vault Reference

This is a fixed link to a document in the vault for reference purposes. When the document is attached to the package, it cannot be checked out for editing from the package.

o   Click on «Browse Vault»

 

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The object types in the vault are shown.

Use filters to find the object(s) you want.

 

o   Check the boxes next to the objects to include, then click on «Select»

 

A dialog informs you that the objects have been added to your selections. Click on «Close»

 

When you have added all the objects you want, click on «Done» Your selections are listed.

 

 

o   Click on «Attach Selections» to attach your selections to the package.

 

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