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System configuration

Adding custom links in the Home Page

You can add custom links to the
Home Page
 for quick access to frequently used web pages or file paths. Custom links appear in
Home Page
 with the associated website icon or application icon.
  1. Choose
    Setup
    User Preferences
     and go to the
    Misc
     tab.
  2. Select the
    Custom links
     button.
  3. Select the
    Add
     button and enter a description for the link in the
    Description
     field. For example, if you are adding a link to the IRS forms web page, you might enter
    IRS Forms
     here.
    note
    FileCabinet CS will display this description in the
    Home Page
     as linked text.
  4. Do one of the following.
    • To add a link to a web page, select the
      Web URL
       option and enter a URL. For example,
      http://www.irs.gov
      .
    • To add a link to a file on your network or your computer, select the
      File
       option, select the ellipsis Ellipse button, and navigate to a file. You can also enter the path to the file for which you will create a link.
    note
    The
    Icon
     field shows the icon for the website or file that you enter in the
    Web URL
     or
    File
     fields. You can change this icon by selecting the
    Browse
     button, navigating to an image file, and selecting it.
    note
    If you're running FileCabinet CS in the Virtual Office CS or SaaS environment, you can navigate to files on your local network.
  5. Select
    Enter
    , and then select
    OK
     twice.

This article applies to:

  • PRODUCT: FileCabinet CS
  • Subject: Setup