How to Re-Create Shared Document Links After Upgrading to 8.3.1
Who is this article for?Ideagen Quality Management Users experiencing issues accessing shared links.
Access to the document module is required.
Ideagen Quality Management Cloud allows you to share your documents with other users. When you share a document, the recipient will be able to either download the file or launch the URL.
Ideagen Quality Management 8.3.1 enhances this functionality by allowing Document records to hold multiple attachments and for the share to be made against either the whole document record or against a specific attachment.
As a result of this change any existing links that have been shared will become invalid and will need to be re-created.
This article outlines how to:
1. Create a New Document Record Link
To work around this issue any shared document links will need to be re-created.
To create a new link:
- Log in to Ideagen Home.
- Launch the Ideagen Quality Management Essentials.
- Open the Document Module.
- Open your document record.
- Click on the action menu and select Share link.
Once a new link has been created it can be shared with other users.
2. Create a Document Attachment Link
To create a link directly to the attachment:
- Log in to Ideagen Home.
- Launch the Ideagen Quality Management Essentials.
- Open the Document Module.
- Open your document record.
- Click on the attachment options menu and select Share link.
Note: Direct attachment links will only work for that revision of the document.