User manual

Table Of Contents
NOTE Project members can only view linked items to which they have permission.
That is, if Sally does not have permission to Project B, she will not be able to follow
the link to Project B. If you want all members to be able to access the linked item,
ensure that they are members of the parent project.
To add a link:
1 Select the item that you want to link to in the Details view (right-hand
pane of the window).
2 Press and hold the right mouse button while dragging the item to the
destination folder, or project, in the tree view.
3 Release the mouse button and choose Create Link Here from the
menu.
The link is created and displays in the destination folder. Example.
To view a link, click it in the tree view, or double-click it in the details view.
You can also create a link using the Create Link wizard. This method allows
you to create a comment and send an email notification to other project
members. To use the wizard select the destination in the tree view and
right-click. Choose Add Link and follow the wizard instructions.
NOTE Using the wizard you can only link to a project, folder, or form log by typing
the path to the item in the Address field in the Create link window. You can not
select a project, folder, or form log using the browse window.
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