Creating Smart Links
The Smart links feature is used to display relevant documents, such as agreements and associations for a particular agreement or association. The smart links are displayed on the Agreement Details Page. You can search for a specific agreement, save your search and create a smart link that appears on the Agreement Details Page.
For example, say you are searching for the MSA Agreement and there a total of 25 records in the search results that match the name of the agreement. You can save these 25 records as a Smart Link. It appears on the Agreement Details Page as a smart link icon. Clicking this icon displays these 25 agreements.
Your search parameters can be based on your business requirements and can be converted to smart links, saving you the time and efforts of navigating away from the current agreement and searching for other records. Smart Links can be created for agreements and associations.
To create a smart link for an agreement:
1. Perform a search (see Using Advanced Search) to look for the agreement you wish to add smart links to. Click "Advanced" on the Home page. This opens the Advanced Search page.
2. Click "Search" option on the top right corner of the page. The "Save Search" dialogue box appears.
3. In the Save search as box, type an appropriate name for your search.
4. In the "Smart Link" box, select Yes to set up a smart link.
5. In the Edit Query box, replace the value of the text in the query bracket with ? (question mark) for example, "query"["SOW"] with "query"["?"].
6. Click Save to set up a smart link.
7. To view the smart link, click Agreements tile. The Agreements page appears.
8. In the Enter Search here box, type the particular agreement type name, and then click the Search icon.
9. In the Search For list, select an attribute value. A list of agreements appear. Click the View Record icon. The particular Agreement Details page appears.
10. On the Details page, click the Smart Link icon. The Smart Links window appears that displays a list of smart links.
Related Topics: Creating Smart Links for Association
