Content Manager 25.1 Content Manager

# Creating Content Manager references

There are two methods to create Content Manager references:

Creating a reference file on the computer

1. Search for the records you want to make a reference to
2. 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
3. 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
4. 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

1. Search for the records you want to send a reference for
2. Tag the record(s) you want to reference and right-click and select Send To - Mail Recipient
3. Complete the required details on the available tabs.

   See Sending Content Manager data by email.

4. Click OK.

Related information

Copyright 2008-2025 Open Text
Version 25.1 | Last updated January 2025
Contact

Send documentation feedback

Close

Send documentation feedback

To send feedback using your default email client, open an email window.

Otherwise, send your feedback and the information below to hprmdocumentation@microfocus.com.

We appreciate your feedback!

Product: Content Manager 25.1

Topic Title: Creating Content Manager references