Create a profile to insert links - Create a profile to insert links - To create a profile to add links to documents, complete the following steps. - Saperion ECM - Saperion Office Integration - Current/Saperion-Office-Integration/rkf1762247986207 - Current - Current

Saperion Office Integration

Platform
Saperion ECM
Product
Saperion Office Integration
Release
Current
License
ft:lastPublication
2026-04-06T13:29:52.333000
ft:locale
en-US

To create a profile to add links to documents, complete the following steps.

  1. In the Saperion Office Integration dialog box, on the navigation pane, click Insert Profiles.
  2. In the Add Profiles area, complete the following substeps.
    1. Click Add and, in the dialog box, enter a name for the profile. Click OK.
    2. To define the database definition for the query, under Definition, from the drop-down list, click the appropriate definition.
    3. To define the query form which is used for the query, under Query mask, from the drop-down list, click a query form.
      The system will use the selected form to select the documents and open a document.
    4. Optional. Under Description, enter a description for the profile,
      The system will display this text as a tooltip in the selection of a profile for adding a link.
    5. Optional. If you want a reference to the current revision inserted, activate the Insert link to last revision check box.
  3. On the navigation bar, click Save.