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Links: Adding Library items as links

 

If you have particular content in your Library that is accessed frequently, like a Health Benefits folder in your Employee Forms Volume, you can make it easier to find by adding it to Links* in a Shared Category.

 

To add a Library item to Links

  1. In Library, hover over the item or right-click and select Copy link from the popover menu.                                                                                                                                                                                   LIBcopylink.PNG                                                      
  2. Then, click Links from the Main Navigation and select the Shared Category to add it to (eg. Org-wide)
  3. Click the “+” at the top of the screen to add a new link
  4. Enter a name for the link where indicated and then paste the Library item URL in the field provided.
  5. Click Save at the top of the screen

Types of items that would be useful to add in Links:

  • Onboarding documentation
  • Commission forms for Sales
  • Health and benefits claims forms
  • Vacation request forms
  • Training videos

 

*System Administrators can set the name of this view to Links or a custom name. See this article for more information.

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