Skip to end of metadata
Go to start of metadata

Problem:


After the upload of a document (e. g. PDF file) in the Process Manager, we want to link it into the help menu of the Process Manager. The access to the document should be able for all Signavio users as easy as possible. How can we prepare the link, that the user doesn't have to log in two times to access the document behind the link?



Solution:


To extend the help menu with own links which are pointing into the Process Manager there are two points to consider. You can link to an editor view and to a published view. We recommend using always the published view. The following steps will show you how to proceed the create a link within the help menu.

  1. upload the needed document
  2. publish the document
  3. open the published document in the collaboration hub
  4. copy the URL form the browser address bar to your clipboard
  5. navigate to the "Setup" → "Edit general configuration" and paste the link from your clipboard into the section "Links to additional help resources (Explorer):" and set a name or label.
  6. click save

After you have finished the steps the site will be automatically reloaded and you can use the added link.