SQM Feature - Include a link or URL

SQM Feature - Include a link or URL

Feature - Include a link or URL

Links or URLs can be added to documentation saved elsewhere.
URLs can either be to a document in the Caseware Cloud instance or to another location, such as the firm’s SharePoint library.
To add a link or URL to another document, select the option to ADD A NEW ANNOTATION.

In the dialog, add the link to the field and a note for other users to understand what the document is.
Click SAVE. 

The newly added link will be indicated by a link icon.
Hover over the icon to see the URL and the note for that link.

In pre-defined instances, more than one link can be added. 
This will be indicated by the ADD A NEW ANNOTATION icon located below the link icon.

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