Whenever a document is attached to a message, email, contact log etc the document is referenced by a hyperlink back to the DMS or to a third party external provider. The [Insert Hyperlink] button has a chain link icon and opens a window to allow both selection and insertion of external web page or documents as well as modification of the link inserted referencing documents located in the DMS of your CompleteEmpire subscription or an external web URL link.
Adding an link to an external website
Example of adding a external link within an email.
- Click the [Insert hyperlink] button whilst composing your message to open the highlighted window.
- Copy and past the web address from your browser.
- Add the text that you wish to display with within the message, this will replace the web address (URL).
- Add a ToolTip that will be displayed when the recipient hovers their mouse over the link.
- If you want the recipients browser to open in a new window tick {Open link in new Window}.
- Click [Insert] to return to your message.
Example email with the web link inserted and the ToolTip displayed.
Editing web link text and adding tool tips
Example using Contact Logs and changing the displayed name of a previously inserted document
- To change the web link text and tool tip wording first place the mouse cursor to bring focus onto the link text you wish to change.
- Click [Insert hyperlink] to open the Insert hyperlink window.
When creating a new contact log as an email in particular it is worthwhile editing the link text to reflect a less sterile reference than the original document file name. It is also possible to edit the tool tip, the displayed text when the user hovers their mouse over the hyperlink. A before and after example is given above.
- Over type the original document file name text as required.
- Overwrite the original document file name text as an example 'Click here to open'.
- Click [Insert] to change and close the window
Example of the revised contact log.
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