Create a URL annotation template - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

To create a URL annotation template, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, click Annotations.
  3. In the right pane, perform the following steps.
    1. In the Select an Annotation type box, select URL and then click New.
    2. In the selected row under Name, type a name for the template and then press ENTER.
    3. Select the template and then click Modify.
  4. In the URL Annotation dialog box, to define the URL template properties, perform the following steps.
    1. In the left pane, select Properties.
    2. Optional. Supply a description for the annotation template.
    3. Under Options, verify that Is Active is selected so that it appears on the Annotations toolbar.
  5. To add content to the URL template, in the URL Annotation dialog box, perform the following steps.
    1. In the left pane, select Content.
    2. Optional. In Address, type the web address of the URL to open when a user selects the URL.
    3. Optional. In Text to Display, type the text you want to appear on the item to identify the URL.
      If you leave any of these fields blank, Perceptive Content prompts for the missing information when the user adds the annotation.
  6. To change the appearance of the URL template, in the URL Annotation dialog box, perform the following steps.
    1. If you selected text content, in the left pane, select Appearance.
    2. In Face, select a typeface.
    3. In Size, choose the font size.
    4. In Color, select the text color.
  7. To add security to the text template, in the URL Annotation dialog box, in the left pane, select Security.
  8. Under Users and Groups, click Add.
  9. In the Select Users and Groups dialog box, perform the following steps.
    1. To add a user, on the Users tab, search for and select a user and click Add.
    2. To add a group, on the Groups tab, search for and select a group and click Add.
    3. Add as many users or groups as necessary.
    4. Click OK.
  10. In the URL Annotation dialog box, under Users and Groups, select the user or group you want to assign privileges to and grant or deny the necessary privileges.
  11. Click OK.