User manual

Linking Documents to a Form
A form can contain links to other documents or folders. Linking to a document
is analogous to adding a link in an email. For example, within an email you
can add a link to a document that is on a central server. This link takes you
to the current, most recent version of that document. Likewise, adding a link
to a form takes members to the current version of that document within
Buzzsaw. This is different from attaching a document to a form. An attachment
is a static version of that file and may have been updated since it was attached
to the form. The advantage of linking a document to a form rather than
attaching it to the form, is that you do not have to update the file in two
places (the project tree and the Attachments tab). By default the link is to the
current version of the document unless otherwise specified. You have the
option of linking to a specific version of the document.
It is possible to link to documents that not all form users have access to. If
you assign a form to members who do not have access to the linked documents,
a warning is displayed. The members who do not have access to the linked
documents are displayed. You can cancel and reassign the form to members
who do have access to the linked documents, or continue with the members
who do not have access to the linked documents.
When printing a form the links are also printed.
Adding links to a form
A form can link to a project, folder, file, markup, or a specific version of a file,
within your site. The file that you link to can be a file within the site or a file
that is uploaded from your hard drive and added to the site. Use the following
options to select a file:
■ Link to Project Files — Click this link to navigate to a document or
folder within Buzzsaw. The links to your selected documents are added to
the form. You can link to a project, folder, document, markup or a specific
version of a document. You cannot link to a form or form log.
■ Upload & Link to Local Files— Click this link to upload a document
from your hard drive, add it to a project within Buzzsaw, and link the form
to this document. You can link to a specific version of the file which makes
the link static and links to the selected version, not to the most recent
version.
Once a link has been added to a form the attachment icon displays in the
form log attachment column.
Working with Forms | 317