How can I link a File to a Procedure?

Modified on Tue, 10 Dec, 2024 at 1:21 PM

Step 1: Go to the Files module. 



Step 2: Copy the link address of the file that you want to use.

Right click on the name, and copy the link address.




Step 3: Go to the Procedures module.




Step 4: Click on the New Procedure button.

You can also link the file to an already existing procedure. If the procedure is in draft status, you can edit the procedure. If the procedure has an active status, click on the details button and add a new version.



Step 5: Paste the link in the procedure.




Step 6: Select all the text of the link.




Step 7: Click on the Link button.




Step 8: Add a display name, and paste the link of the file in the URL.

Click on OK.




Step 9: Click on the Save button.




Step 10: Now the procedure is in draft or active, you can click on the link, and it will download the File.

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