Creating an Action Link

You can create a new action link by clicking Manage Action Links in the Administration section of the Advance navigation pane.

You must have a Site Administrator or Content Administrator role to create a new action link.

When you create an action link, HotDocs Advance displays an action link button in the work item Details pane.

Prerequisites

You must have a web application endpoint that can receive the data Advance sends from an action link. The URL for this endpoint is used when creating the action link.

To create an action link

  1. In the Administration section, click paper plane icon Manage Action Links.
  2. Click Create New Action Link.
  3. Enter the following action link details:
    • Label — the text displayed on the button.
    • URL — the URL of your web application endpoint
    • Entension Access — select the work groups that can display the action link.
  4. Click Save.

The new action link appears in the Action Links table.