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Improvement links

Using links

How do I open a link?

  • If the link is to a website:

    • Click the link in the links section. The website will open in your default browser.

  • If the link is to a document in a shared drive or on your computer:

    • Mozilla Firefox

    • Google Chrome

    • Internet Explorer

      • Open Internet Explorer’s “Internet Options” menu.

      • Go to the “Security” tab.

      • Uncheck “Enable Protected Mode.”

      • Click “Sites.”

      • Add your organization’s KaiNexus url (it’s something like myorg.kainexus.com) to the list of trusted sites and close this window.

      • Click “Apply” to keep your changes.

      • Go to the “Advanced” tab.

      • Scroll down to the “Security” section and check “Allow active content to run in files on My Computer.”

      • Restart your computer.

      • Click the link you want to open.

 

Managing links

Why would I want to attach a link to an Improvement?

  1. Link to a document in Google Drive so that members of your team can access and edit it in real time. 

    Pro Tip: This is a great way to store documents that are constantly updated. Rather than having to delete and reupload the document as an attachment each time it's updated, you can simply add a link to it so that people can check out the changes as they're made.


  2. Link to external resources in order to protect confidential information. Share links to large files rather than attaching and downloading them.

    Pro Tip: This is a great way to share documents stored in a shared drive - anyone who has access will be able to copy the link and open the document, but people without the right permissions won't be able to access a confidential or private file.

    To get a link to a file, open your file explorer and locate the file.

    • Right click on its name.

    • Click "Properties."

    • Open the "Security" tab.

    • Highlight and copy the "Object name." This is the link to the file.

 

Who can add, edit, or delete a link from an existing Improvement?



Any KaiNexus user who is involved with the Improvement can add, edit, or delete a link.


This includes:

 

How do I add a link to an existing Improvement?

Open the Improvement to which you want to add a link. Then:

Open the Improvement:

  • Click  in the action bar.

  • Click  in the resulting drop-down menu.

OR:

  • Click   in the Links section.




In the resulting window:

  • Enter a description of the link (required)

  • Enter the address of the linked item (optional)

 

How do I edit a link?

  • Click  at the top of the Links section. This will reveal the options to edit and delete individual links.

  • Click  next to the link you want to edit.

In the resulting window, you can:

  • Edit the link’s name

  • Edit the description

Click "Save" to save your changes

 

How do I delete a link?



  • Click  at the top of the Links section. This will reveal the options to edit and delete individual links.

  • Click  next to the link you want to delete.

  • Click "Yes" to confirm this action.

 

Have more questions? Submit a request