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Inserting Hyperlinks (Desktop)

What it is: A way to place a clickable link on a working paper that jumps directly to another document or journal entry within the same client file.

What it's for

Navigating between related documents — for example, jumping from a lead schedule to the supporting working paper or journal entry — is faster with hyperlinks. Instead of scrolling through the file index, a reviewer or preparer can click the hyperlink and go there instantly.

How to do it

  1. Select Hyperlinks under Shortcuts or on the black navigation bar.
  2. Browse to the target document in the list and double-click it.
  3. A hyperlink is inserted at the current position. Clicking it opens the target document.
    • Example: Insert a hyperlink to the Fixed Asset Register on the PP&E lead schedule.

Link to a Journal Entry

  1. Select Hyperlinks on the black navigation bar.
  2. Choose Adjustments to link to a journal entry, or Show/Hide Documents to link to a document.
  3. Select the journal you want to link to.
  4. A hyperlink to that journal is inserted on the current working paper.
    • Example: Insert a hyperlink to a journal entry on the Retained Income lead schedule.
  5. Clicking the hyperlink opens the journal directly.

Source

https://draftworx.helpjuice.com/desktop/draftworx-desktop-inserting-hyperlinks

Walkthrough

https://scribehow.com/viewer/Draftworx_Desktop_Inserting_Hyperlinks__DX106__o8dDjeHiRyCoy5o50NwOcw