Documents, File Manager and Hyperlinks

Updated at July 18th, 2022

Draftworx allows you to store any additional documents/schedules/letters/images etc in the Documents menu (or elsewhere) for quick access.



To do this go to File Manager:


Select Documents (in this case):

The next screen will show all the current content of the Documents folder (menu). Select Add File:

Click Select File, and a browse window will open:


Browse to the location of your file and select it. If you want to save it with a different name you can change it here. Click Upload:


You will now see it displayed:

You will notice the 3 buttons on the right, where you can edit the name, download or delete the file.


Hyperlinks:

You can take it a step further by inserting a hyperlink to access this document from within the financials for example.

To do this, click on the cell where you want to insert the link, then select Hyperlinks>Show/Hide Hyperlinks:


Double click the document you want to link from the menu on the right of your screen:

Note: If you don't see the document immediately you may need to refresh your template.

A link will be inserted directly to your saved document where you can access it from:





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