Sharing an overview of documents by means of a smart link
Sharing an overview of documents by means of a smart link
Share the overview you’ve created by making selections in the dropdown menus in Advanced selection in the Incoming documents, Governing documents, Policy documents and Newsletters modules with the ‘smart link’ functionality.
Create the smart link
Open one of the above-mentioned modules.
Click on Advanced selection in the top right-hand corner of the overview.
Make selections in the dropdown menus to create an overview.
Click Search.
Click on to the right of From/to
The link is copied to the clipboard.
Make the smart link available to council members and the public
Share the smart link in an agenda.
Open the module.
Open the agenda.
Click on in an agenda item.
Click on .
Paste the link into the URL field.
Click Save in the top right-hand corner.
Go to Visible to and select Member to make the link visible to council members or select Public to make the link visible in the public agenda.
If you selected Public, (re)publish the agenda.
When the council member or public clicks on the link in the agenda, the overview opens directly in the module.
