Add a linked document to a schedule
Before you begin
Tip:
- Mobile-sized Task List only: To view Microsoft Office 2007 and later documents inside an Internet Explorer browser window, add a registry patch.
- Web Task List only: To open embedded documents, set the URI for each link to an absolute path, save documents in a folder on a server, and give the folder share permissions.
Procedure
- In the navigator, click .
- In the resource type list, select a resource.
- In the Displays panel, click .
- Click the Task Details tab, and then click the Linked Documents tab.
- In the Task/Task Steps panel, select:
- The workflow to add a document to the task.
- A subprocess to add a document to the task step.
- Click Add.
- Click Browse to select the file or web site address, or in the URL/UNC field, enter the full path to the document, or the web address of the web site.
- In the URL/UNC Text field, enter a name for the file or web site, or accept the default.Note: The full file path or web site address must be entered.
- To view the document or web site, click Preview.
- Click Save.