External Documents

It is possible to create links to externally located documents in Softworks. This may be useful for a quick way to access employee’s CVs, Sick Certs, Certificates and other documents also.

There are two things that are important to bear in mind with external document. Firstly, it is only a link to the document that is created and stored, not a copy of the document itself. This means if the original is deleted or moved, the link won’t work. Secondly, the document that is linked should be stored in a shared location, as otherwise not all users will be able to access files stored on your computer’s C:/ drive for instance. 

To view the currently attached external documents:  

Click on the external documents icon for the employee in question

You will now see a screen that looks like this

To add a new link to an external document: 

Click on the blue plus icon and choose file. This will open a standard windows window, where you can select the document you wish to link.

Navigate to the document you wish to link and click “open”.

To access an external document:  

Click on the document symbol to the left of the document info.

To delete the link to an external document:  

Highlight the document in question and click on the bin icon beside the document in question