Creating Links modules

Complete these steps to add Links modules for Digita NetClient or Digita NetStaff users.
  1. In the Admin tab of the navigation pane, do one of the following.
    • Click the
      Links
      link in the Digita NetClient section to add a Links module for clients.
    • Click the
      Links
      link in the Digita NetStaff 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. Click the Add button at the bottom of the Links Modules list.
    note
    If your firm has not yet added any Links modules, skip this step.
  3. In the Add Links module screen, enter the module name and description.
  4. Digita NetStaff Links modules only:
    Designate the Links module as public or private.
    • Public:
      You must assign a group or user as the editor through module permissions.
    • Private:
      Each user controls the content of the module in his or her portal.
  5. Click the Enter button.
    note
    If you added a private Digita NetStaff Links module, you are done. For Digita NetClient Links modules and public Digita NetStaff modules, complete the following steps.
  6. Click the Add Link button.
  7. In the Add Link dialog, enter a name for the link.
  8. From the
    Link Type
    field, select the appropriate type (HTTP, HTTPS, or FTP).
  9. In the
    Link Location
    field, enter the website address. Digita NetFirm enters the appropriate type in this field based on the choice you made in the previous step.
  10. Optional:
    Enter a link description.
  11. Click Enter.