Managing Allowed Hyperlinks for Document
As an alternative to adding files to Document, your firm can allow staff to add hyperlinks that point to files located outside of Document . To prevent malicious links from being added to your repository, your CCH Axcess administrator must add a link's URL to the allowed hyperlinks list. Hyperlinks that are not on the allowed hyperlinks list cannot be added to Document.
Click a link below to view instructions for managing the list of hyperlinks that can be added to Document.
Add an allowed hyperlink.
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Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
- Click Document Lists > Allowed Hyperlinks on the navigation panel.
- Click New on the button bar or click into the first blank row in the grid.
- Enter the web address for the allowed hyperlinks.
- Press Enter on your keyboard.
Delete a hyperlink from the Allowed Hyperlink list.
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Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
- Click Document Lists > Allowed Hyperlinks on the navigation panel.
- Select the hyperlink you want to delete.
- Click Delete on the button bar.
- Click Yes to confirm the deletion.
Print the list of allowed hyperlinks.
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Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
- Click Document Lists > Allowed Hyperlinks on the navigation panel.
- Click Print on the button bar.
- Select your print options.
- Click Print.
Search for a specific hyperlink in the Allowed Hyperlink list.
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Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
- Click Document Lists > Allowed Hyperlinks on the navigation panel.
- Click Find on the button bar.
- Enter all or part of the hyperlink URL.
- Click Find Next.