Creating Content Manager references
There are two methods to create Content Manager references:
Creating a reference file on the computer
- Search for the records you want to make a reference to
- Right-click the record(s) you want to reference and select Send To - Make Reference.
If you have tagged a single record:
The Save As dialogue box appears.
- File name - change the file name if you want to
- Save as type - leave Content Manager reference Files (*.tr5) selected
- Click Save. Content Manager saves the reference file in the folder.
If you have tagged multiple records:
The Make Reference dialogue box appears, unless you chose before not to display it.
- Apply To - choose to make references to:
- All Tagged Rows
- Currently Highlighted Row Only
- Select or clear Always Show This Dialogue
- Click OK
The Make Reference - All Tagged Records dialogue box appears.
- Create a single Content Manager reference File - select and choose the path to the folder for the single reference file.
When you open this file, Content Manager will search for and return all the records at once.
- Create multiple Content Manager reference Files - select and choose the path for the reference files.
This option will create separate reference files for the items you have selected.
- Click OK.
The Make Reference - All Tagged Records dialogue box appears asking you to confirm each record reference.
- Yes to confirm
- Yes To All to confirm all
- No to exclude a record being referenced
- Create a single Content Manager reference File - select and choose the path to the folder for the single reference file.
- Click OK to process the records.
Once you are finished, Content Manager saves the reference file(s) in the folder you chose.
Creating a reference file to send by email
- Search for the records you want to send a reference for
- Tag the record(s) you want to reference and right-click and select Send To - Mail Recipient
- Complete the required details on the available tabs.
- Click OK.
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