You can append files from outside Activ to an Improvement Log. You can also link files within your Activ file libraries to an Improvement Log, provided that you have the File Manager module of Activ.
Open the relevant Improvement Log by clicking on it in the list on the Register tab:
This opens the Improvement Log on its Details tab, where buttons to Attach File and Link File are available:
These buttons offer a shortcut to the relevant sub-page of the Improvement Log’s Links tab, where all attached/linked objects are catalogued.
Attach File
Click on Attach File to shortcut to the relevant sub-page of Links. To add a file click on Edit:
You can now click on Add Attachment to navigate to the file’s location on your hard drive/network and select it to append to the Improvement Log.
Repeat as necessary. Click on Save to complete the act of appending the file(s) to the Improvement Log:
Link File
Click on Link File to shortcut to the relevant sub-page of Links. To link a file click on Link File:
This opens the Link File screen with tabs allowing you to navigate to the location of the file you want to link to. Files may be linked from the Records and Controlled Documents libraries. In addition, if the Improvement Log is associated with a third party there will be a third tab giving access to that company’s Library.
Navigate to the location of the file to be linked to the Improvement Log and select it by clicking on the radio button next to it. If more than one file is to be linked, any files on the same tab (Records, Controlled Documents, or Company Library) can be selected simultaneously.
Click on Save. You will be returned to the Links tab where the newly-linked files will now be listed.
Now, if further files from a second or third location are to be linked, click on Link File again and repeat the process for the files in that location, remembering to click on Save once you have selected the relevant files.
Note that files linked to any Improvement Log can be accessed direct from the Links tab in the same way as elsewhere in Activ – click on the file name to download or click on the shortcuts icon to access its Properties.
