The Linked Documents tab within the employee's Related Documents window allows you to save links to external documents and they can be categorised into folders to make finding data easier. You can also save external links to folders.
To store links
- Navigate to the employee's Related Documents window.
Go to Cintra iQ: Personnel Record> Forms> Related Documents - Navigate to the Linked Documents tab.
- Right-click: New. The Insert New Folder\Document Link form appears.
- Enter the document's Description.
- Locate the desired Document by system or folder.
- If you have selected Folders as the Document, you can view its contents by clicking the Open Folder button.
- If you have browsed for the Document, you can view it by clicking the Open Document button.
- Select the desired Document Type.
- Click the OK button. The document is now linked to Cintra iQ.
Note:
Click the Copy Path button to copy the location and paste it into your Windows explorer bar. This will open the location or document directly.
