Documents - How to create links to external documents

Aside from uploading documents in various locations in the Citation HR Software system, there is also an option to add a link for documents.

 

Below are the steps:

1. Navigate to the tab you're intending to upload a document to (or, if it is for your candidate or workers' document, open their record file and click "Documents"). 

2. Click "Create a link".



3. "Title" - this is a mandatory field, and should be a meaningful title that will be displayed in the system.

4. "URL" - the system will only accept a complete and valid link (e.g. http://www.hracloud.com.au, file:\\I:company\example.pdf).

5. "Source/Origin Info" - optionally record notes helpful to identify the origin of source of the link later.

 

From a worker's record (Document tab):

 

From various locations like General Docs tab:

 

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