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Importing Links to other DMS documents to your current document

By ILTA Tips posted 08-03-2015 00:00

  

2015/08/03

In Word (or Excel, or PowerPoint), click on the WorkSite tab

  

 

 

 

 

  

  

 

 

 

Click on the Link icon

 

  

  

  

  

Then choose Insert Hyperlink, and you will see your DMS folders come up.

Browse to find the document you want to insert, and Double click it

 

 

 

 

In the dialog box that comes up, choose a word (or words) to describe the link (such as, Letter, or chart, etc.), and click OK.

 

In your document, you will see that word appear in blue, and underlined. If you double-click it, it will open the linked document.                Letter

 

 

 

You could also just “drag” the document from the DMS to your Word document (or Excel, or PowerPoint, or email, or Calendar item as well!) and it will link to that DMS document, and look similar to this:

 

 

 

 

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