LiNK Forms Module

REF: QRG - LiNK Forms

Online Help: Topics Submitting a LiNK Form and Review LiNK Forms

Submit a LiNK Form

Objective: Learn how to submit and or process LiNK Forms

  1. ModalConnect Users can submit a LiNK Form via the My Work menu - select New LiNK Form.
    (Non ModalConnect users within your Organisation access the LiNK form via your Organisation website or intranet where enabled).
  2. Note the sample text and instructions.
  3. Add some text or copy & paste text in.
  4. Attach an image (optional).
  5. Add your name.
  6. Click Submit.
  7. Note how the Form reloads ready for another submission.

Review LiNK Form

Objective: Learn how to review submitted LiNK Forms

  1. From My Work in the left menu select Review Link Form
  2. Note that Unprocessed submitted Forms received are listed on the left with a Preview pane on the right
  3. To preview a submitted form, click on the line (but not the Document Number).
  4. Note the submitted text details are shown in the Preview pane on the right

Process a LiNK Form

Objective: Learn how to process submitted LiNK Forms

  1. Process the submitted form by clicking on the Document number.
  2. Note that this opens a New Document with the submitted text shown in the Document content pane.
  3. Edit - complete the Details (in the left pane) as appropriate.
  4. Add a Title to the Document then Save.
  5. Open the Properties and note how the SubmitedBy, ProvidedBy and Site properties have been auto-completed from the submitted Form.
  6. Check for suggested Entities and\or existing Entities. Extract - add any new Entities. Save the Document again to save any new Entities.
  7. Create Links and add any Notes & tags as appropriate or required.
  8. Open the Attachments page to view any submitted attachment – if necessary edit the details (click on the listing to open) and add some text for the description.

End of Training Exercise

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