Links

Editing or deleting Links modules

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Complete these steps to edit or delete a Links module.
  1. In the Admin tab of the navigation pane, do one of the following.
    • Click the
      Links
       link in the DT Client Portal section to add a Links module for clients.
    • Click the
      Links
       link in the DT Staff Portal section to add a Links module for staff.
    note
    If you don't see these links, you don't have access to these areas.
  2. In the Links Modules list, enter any part of the Links module name in the
    Find
     field to locate the module and click the module name.
    tip
    Delete the entry from the
    Find
     field to view the full list of Links modules.
  3. Click the appropriate link below to view the remaining steps.
    Edit the module
    The information for the module displays on the right.
    1. In the Identification section, enter any changes to the name or description of the module.
    2. In the Module Links section, click the Add Link button.
      note
      The Module Links section is available only for public Links modules. Only users can add links to private Links modules.
    3. In the Add Link dialog, enter a name for the link.
    4. From the
      Link Type
       field, select the appropriate type (HTTP, HTTPS, or FTP).
    5. In the
      Link Location
       field, enter the website address. DT Firm Portal enters the appropriate type in this field based on the choice you made in the previous step.
    6. Optional:
       Enter a link description.
    7. Click Enter twice to save your changes.
    Delete the module
    1. With the desired Links module selected, click the Delete button at the bottom of the list.
    2. Click OK to confirm the deletion.

This article applies to:

  • Product: dt-virtual-office