This allows you quickly and easily add the URL for a link created from any system, for example, if there is a report that is held for the client on a different site, such as the Xero Practice Manager site.
- From FYI, click + New
Select Weblink from the list of document types.
Or, from the workspace, simply press the shortcut key L for a new Weblink.
- In the Drawer, select or enter the filing fields, or change the defaults that are given.
Client - type at least three characters of the client name to display all clients containing those characters anywhere in the Client Name. Then click to select the required client.
Categories - such as Cabinet, Work Type, Year. If Jobs are enabled for the selected Cabinet, you can also select a Xero Practice Manager Job for the client (refer to Jobs).
Tags and Keywords - If the selected Cabinet has been enabled for Tags and/or Keywords you will see these as additional Categories. You can create or select one or more Tags as additional categorisation. You can enter one or more Keywords that can be used when searching for the document. Refer to Tags and Keywords.
Name - this identifies the Weblink internally and is the name that displays in the lists in FYI.
URL - enter this as the full URL, including http:// or https://
- Click Create