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Setup

Add links

Use links to associate files, folders, web pages, interactions, GoFileRoom documents, and GoFileRoom documents with items in Practice CS. You can link items to client records, engagements, projects, tasks, time and expense entries, receipt and adjustment entries, and invoices. When you select a link in Practice CS, the linked item opens in the application it's associated with.

Add a link

  1. Go to the screen where you want to add the link.
  2. Select and open the item you want to add the link for.
  3. Select the
    Links
     tab.
  4. Right-click in the Links tab and select 1 of the following options:
    • Add Files
      : a file of any type; this file should reside on a network location accessible to other staff who would need it.
    • Add Folder
      : a file folder; this folder should reside on a network location accessible to other staff who would need it.
    • Add Web Page
      : a web page, internal or external.
    • Add Interactions
      : an interaction in Practice CS, such as a phone call or meeting.
      note
      You can add links to interactions only if you're licensed for the Client Management module.
    • Add FileCabinet CS Document
      : a document stored in FileCabinet CS.
    • Add GoFileRoom Documents
      : a document stored in GoFileRoom.
  5. Go to and select the item you want to link to, then select
    OK
    . (For files, select
    Open
    .)

Organize links

By default, new links are added to their own groups. You can organize links by adding, renaming, or deleting groups, and by dragging links from one group to another.
  • To add a group, right-click in the
    Links
     tab and select
    Add Group
    .
  • To rename a group, right-click the title of the group and select
    Rename Group
    . Enter the new name for the group.
  • To delete a group, right-click the title of the group and select
    Delete Group
    . Select
    Yes
     to confirm deletion.
    note
    When you delete a group, you also delete any links in that group. If you want to keep 1 or more links, drag them to another group.
  • To move a link from 1 group to another, select it and drag it onto or following the title of the group where you want to move it.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Setup