Create a Document Link in a Workflow

This procedure allows you to create a document link in a workflow.

PM Compass supports two different types of links:

Links that act as pointers to documents, web pages, files, and others that are external to the PM Compass application.
Association links to other workflows in the PM Compass application, such as associating an Action to a Risk.

To create the document link:

Place your document in a location where other users can access the document. You can take one of the following actions:
- Upload the document into SharePoint.
- Upload the document into your document managing system that supports accessing the document by clicking a hyperlink.
- Copy the document into a folder on the server where other users have rights.
Copy the hyperlink into the Windows clipboard.
- Using SharePoint, right-click the document and the select Copy Shortcut.
- Using your own document management system, see your document management system documentation.
- Make sure the path includes a UNC, or all users map the drive to the same letter.
Select the Links tab of the workflow to which you wish to add the document link.

Do not select a file from your computer if you want others to see the document. Only a shared folder is accessible to other users.
On the Links toolbar, click New.
On the New Link dialog box, enter a name for the link.
Paste or enter the link to the document in the Path field.
(Optional) Enter a description for the document.
Click Save.

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