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Inserting a document link

Accountants Enterprise only

When inserting document links into a customised practice template, we recommended that document links are added into a data entry table. See Inserting a data entry table. Configure the data entry table to have 2 columns with one column labelled Description and the other column labelled Link.

If document links are added to a customised practice template, then the document link is persistent and cannot be edited or deleted. But if the document link is added as part of a data entry table in the customised practice table, then the link can be manipulated (edited, deleted) and multiple document links can be added as required.

To insert a document link field in a practice template
  1. Opening a practice template for editing.

  2. Position the mouse cursor in the practice template where the new field is to be inserted.

  3. Click Insert Field on the toolbar. The Insert Field window opens.

  4. Select Document link.

  5. Click OK. The Document link window opens.

  6. Enter a Field name for the Document link field. The Field name is automatically filled when the Document link window opens. You can accept the default or overwrite it. The system will allocate the next sequential number prefixed by L for document link fields.

    If you decide to overwrite the default Field name, then enter a unique Field name. Conditions for the Field name:

    • It is limited to a maximum of 30 alphanumeric characters.

    • It must not start with a number, as this affects the calculations.

    • It must not contain any spaces.

    • It may contain an underscore as part of the name.

    • It is not case sensitive.

  7. The Rollover value to next period checkbox is selected by default. This means that entered document link will be displayed in the same field in the next rollover period. Deselect the Rollover value to next period checkbox, if you don't want the document link to be rolled over.

  8. Click OK. The Document Link field is placed at the insertion point. The Document link window and the Insert Field window close.
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