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Advanced Link Name
The link name serves two purposes. First, for administrative organization, a descriptive name will help you keep track of what links do what. Second, for Actions from the result grid, the Link Name shows in the GlobalSearch Actions menu. You will want to use a link name that is relevant to the user’s workflow.
Advanced Link actions from the grid open a separate browser tab for each selected document.Archive
Links can be built to target a specific archive, or an entire database. If the Link should be constrained, select the Archive from the available options in the list.Field
Links can target a field. When a field is targeted, the link will only display as an option in the document indexer panel of the Viewer. Links with a field specified will not show in the actions menu (illustrated in point 1).
If multiple advanced links are defined targeting a single field, all of the links will fire from a single click. This feature can be very useful when the user workflow involves opening multiple browser tabs/applications related to a single document transaction.
URL Pattern
URL Pattern defines the browser accessible link to follow when the link is clicked. The URL Pattern can be a static URL like https://www.square-9.com or it can be extended to include field data from the document itself. To access a list of available options, type two opening curly braces {{
All replacements should be wrapped in opening and closing curly braces. Also note that replacements are case sensitive, and changes to field names after the fact will not impact how replacements are written in the Advanced Link.
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