CREATE A CM REFERENCE FILE
This document describes how to create a Content
Manager Reference File. A CM Reference file is a file
with a tr5 extension that serves
as a link to a record or
records in Content Manager. It is a
convenient way to share files with other Content Manager users. 
1.
Tag
the
records
you
want
to
include
in
the
CM
Reference
File.
(These
can
be
documents
or folders, etc. -- any CM record type.
2.
Right-click and select
Send To . . . and then Save Reference.
3.
In the window that appears
(see below):
a.
Select the top option to create one file that lists all tagged records,
or
b.
Select the bottom
option to create
a separate reference file for each item tagged.
c.
Use the appropriate field to identify
the directory location
where you want the
reference file(s) to be saved.
4. After
selecting OK another dialog box will appear to verify that you want to make a
reference to each specific record. If you have selected multiple records you
can select Yes to All or review each record you selected separately by
selecting Yes. 
5. This
CM Reference File can now be sent as an email attachment, or can be stored as a
shortcut on your desktop or elsewhere.
6. When
a user double-clicks on the CM Reference File, the hyper link will open
directly to the records in Content Manager.
For further information
or assistance, email the Records Division at Borough.Records.Division@matsugov.us
or submit a Help Desk Ticket using the CM Assistance selection.