Copying the Hyperlink for a File Stored in Document

You can copy a hyperlink for a file stored in Document to the Windows Clipboard. Then, you can paste the hyperlink to any location that accepts input from the Clipboard. For example, you can paste hyperlinks into emails, Microsoft® Word documents, Excel® spreadsheets, or a browser address bar.

Note: Clicking the hyperlink for a file in Document opens the Hyperlink File Options window, from which you can choose one of three options:

• Download file as read only
• Direct edit the file
• Preview file

To copy a file as a hyperlink, do the following:

1. Locate the file in Document Central.
• Use the navigation panel to locate the file by entity. Locate and select the entity the file belongs to on the navigation panel. Then, select the File List tab on Document Central to view all files for the entity. You can filter or sort the grid on this tab as needed to find a specific file.
• Search for the file. Document offers both a quick search and an advanced search. You can use filters and wildcard characters to help you limit your search to relevant results.
2. Right-click the file in the grid and select Send to > Clipboard (as hyperlink URL).

Note: The items on the right-click menu vary depending on your permissions and security group assignments. Administrative users can change permissions and security group assignments in Administration Manager. See the Administration Manager Help and the topic Managing Access in CCH Axcess™ for more information.

3. Open the document or location where you want to place the hyperlink.
4. Press Ctrl + V to paste the hyperlink.