Content Manager 25.2 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

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Version 25.2 | Last updated April 2025
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Product: Content Manager 25.2

Topic Title: Creating Content Manager references