How to create links for a Form

Form links generated from within ERM Online at no stage should be created by copying the URL address from an opened document. 

To generate a link to any form, click:

  1. Workplace Central in the navigation pane.
  2. Admin
  3. Forms
  4. 'Links' icon for the form you wish to create a link for.


1. Internal Link

  • This link will automatically take users to the form. 
  • If you have single sign-on installed or are already logged into ERM Online, otherwise the user will be taken to the logon page where they will need to logon with their credentials.
  • This link will only work for users that are registered in ERM Online.

2. External Link

  • Click 'Generate Link' if there a link hasn't been generated.
  • This link will automatically take the person to the document via an encrypted username and password.  
  • They do not need to be a user registered in ERM Online.
  • Choose the appropriate link required and then simply copy the link and paste it where required.

 

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