Content Manager 25.1 Web Client Help

# URL Link

The URL Link feature in the Content Manager Web Client allows users to generate and share an URL to a particular Content Manager Web Client page. This is particularly useful as it means that users do not have to download a document and share it across the network, they are able to generate a Content Manager Web Client URL and share the link instead. It is also useful as it means that users can share search results without having to create a search (or a saved search), the URL link can be shared and users with the correct permissions will see the results list.

NOTE: When the URL is clicked, the user need to authenticate to the Content Manager Web Client. This will ensure that all Content Manager security and user permissions are respected.

URL links can be generated for the following Content Manager Web Client pages:

- Record Update
- Record Search
- Record Download

## Creating an URL Link for Record Searches

To create a URL Link for Record Searches:

1. On the global Search panel, in the Search query box, type the search method and clause, for example CreatedOn:Today or title:Reef

2. Click Search to run the search.

   The search results are displayed in the Results tab.

3. Click Show URL

   The URL link is displayed in the Show URL dialog.

4. Select the details in the URL Link field and copy and paste it into the required application (e.g. email or another browser tab). Click OK in the Show URL dialog.

## Creating an URL Link to Update a Record

To create an URL Link for the Record Update panel:

1. Search for the record to be updated.
2. Click on the record to be updated and then click Update.

3. On the Update panel, click Show URL.

   The URL Link will be displayed beneath the Show URL.

4. Select the details in the URL Link field and copy and paste it into the required application (e.g. email or another browser tab).

Generating an URL link

To create an URL link to the preview of the electronic document:

1. On the selected record, click Show URL

   The URL will be displayed in the Show URL.

2. Copy the URL from the field.

   This can now be pasted into another web browser window or sent to another Content Manager user or pasted into another document.

## Creating an URL Link to Download a Record

To create an URL Link for a Record download:

1. Search for the Record to be downloaded.

2. On the selected Record, click View.

   The Preview panel will appear, displaying the HTML representation of the document.

3. On the View panel, click Show URL

   The URL Link will be copied to the clipboard.

4. Paste it into the required application (e.g. email or another browser tab). When the URL Link is clicked, the electronic document will be automatically downloaded.

## Editing URL Links to access Advanced Features

The generation of URL Links can be done directly for the above features in the Content Manager Web Client. Given the nature of the Content Manager Web Client and the formatting of the URL Links, links to other features can be created manually. Some examples of this include:

- Creating an URL Link to retrieve the HTML version of the electronic document.
- Creating an URL Link for Searching Other Content Manager objects.

Creating an URL Link for the HTML Preview

Rather than sending an URL Link to download an electronic document, users can edit the Download Record URL before it's shared with other users which enable users to view the HTML version of the electronic document directly from the browser.

To do this, following the procedure to Creating an URL Link to Download a Record, then replace /Document at the end of the URL Link with /HTML, for example:

http://localhost/Content Manager/ServiceApi/Record/305/File/HTML

When the link is clicked by a user, the HTML version of the electronic document will be displayed in a browser tab.

Creating an URL Link for searching other Content Manager objects

The URL syntax for searching any of the supported Content Manager objects via the Content Manager Web Client is as follows:

For example, to search for all Records created on 13th of May, 2004 that are assigned to me, use the following URL format:

http://localhost/Content Manager?q=createdOn:13/05/2005 AND Assignee:me&t=record

The URL has two mandatory parameters, as follows:

- q – represents appropriate CM search syntax. For example: q=createdOn:13/05/2005 OR Assignee:me
- t – represents an object type from the following list. The Content Manager Web Client will open the respective pages for the specified object types. For example, if t=Workflow, then the Workflow page of the Content Manager will be opened.
- Currently supported objects:
  - Record
  - Activity
  - Workflow
  - EmailLink
  - Request

Creating an URL Link for creating Records

Users can be sent a URL that will directly open Content Manager Web Client to the Create Record panel with a specific Record Entry form displayed. The required parameters for this URL are:

- uri = the URI of the Record Type or the name of the Record Type.
  If the Record Type Name has spaces in it, enclose the Record Type Name in quotes, e.g. "Legal Notes".

- t = RecordType
- action = create

An example of a record creation URL is:

http://localhost/contentmanager/?uri=4&t=recordtype&action=create

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Version 25.1 | Last updated October 2024
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Product: Content Manager 25.1

Topic Title: URL Link