Linking documents to shapes

Not only diagrams but also documents can be linked to shapes.

In order to link a document to a shape select the shape and press the Linked Documents button in the Links group of the Diagram tab  or press a small document icon in the Links category in the Properties pane.

A dialog with all available global documents is opened. The global documents can only be created by a user who is in the Tables manager role and this functionality is out of scope of the Engage Process Publisher.

You can either select one or more global documents or you can type an URL to a web page or to a document that is available for your organization on Internet. You can also type an email address here prefixed by mailto:. In this case, when this link is selected in Engage Process Viewer, the browser will automatically open a default email program.

Press OK. (If you type an URL or email address the selected document(s) will be ignored.)

The name(s) of the linked document(s) (or the URL) will appear in the Linked documents list:

Press the Remove button to remove the selected link.

Use blue arrows to move up or down the documents within the list. In this way you decide on the order in which the documents will appear in Engage Process Viewer when a user clicks this shape.

Press OK to accept the list of linked documents.

When a user of the Engage Process Viewer clicks this shape the linked document will be opened in the new browser page (if more than one document are linked to this shape or both a document and a diagram are linked to it then a selection dialog will be opened first).

In the Links category of the Properties pane, you can see what documents are currently linked to the selected shape. Press the small Linked documents button on the right hand side if you want change the value of the Documents property.