Get Links to this Page

Get direct links to pages and export XML data for import into your UAT (TRAIN) environments.

1. In the Actions menu, select Link.

   The Links to this page window opens.

2. Copy the link you want.

Entity links

Depending on what you're viewing, this section displays links to the current entity and page:

• Page URL for current [Entity]: The link for the page you're viewing.

• Page URL for [Entity] '[Name Here]': The direct link to the page of the specific entity that you are currently viewing.

  Use this URL when you want to share a direct link to a page using email.

• Top Menu Item URL for current [Entity]: The direct link to the page you are viewing, which you can use in your top menu.

Export as XML options

If export to XML is available for page information, Export as XML Options appears in the Links to this page window.

1. Complete the Export as XML options.

   • XML element includes: Enter XML elements to include.

   • XML element excludes: Enter XML elements to exclude.

   • Want firm defined fields: Include your user-defined fields.

   • Want referenced records: Include referenced records, such as location data for a contract.

   • Include all records of this type: Include all records of a particular entity type, such as a contract, location, or portfolio.

   • Importing into a different firm / env: Select if the data is to be imported into a different firm or environment.

2. Select Export.

   The Export Status window that opens indicates progress.

3. Select Save XML File.

4. Save the file to your computer.