Many Document System folders in iMIS contain a default virtual link to the Common > Shared Documents folder, which is the central location for definition objects that are available without restriction to all staff users. These virtual links enable users who are given only limited access to the Document System functionality to easily navigate back to the top of the Shared Documents sub-tree.
Caution! These default virtual links to the Shared Documents folder can be deleted by any user that belongs to the SysAdmin role.
There are also some hard-coded virtual links within the Document System, which exposes specific folders in various locations throughout the iMIS interface.
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Document System Folder |
Where Folder Contents Are Exposed |
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CampaignManagement > DefaultSystem > Reports View |
Marketing > Campaign Management > Generate Reports |
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Common > Output |
Marketing > View Output |
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Common > Shared Documents |
Marketing > Campaign Management > select a source code > Source Lists tab > from Select Type drop-down list, choose Query Marketing > Segmentation > select a segment job > Definition tab > in Universe field click Shortcut to queries Marketing > Segmentation > select a segment job > Segments tab > select a segment > in Population field click Shortcut to queries Tools > Document system > New Object > Project Process Outputs > Definition tab > in Query field click … |
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Common > Shared Documents > Processes |
Marketing > Inserts > select an insert > Definition tab > in Output Process field click Browse for Process Engine Process Mgr > Set up module > Action Plans tab > select an action plan > select an email notification > in Process Name field click … |
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Common > Shared Documents > ReportsView |
Home page (Desktop view) > Generate Reports |
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ContactManagement > DefaultSystem > Queries > Advanced > Contact |
Home page (Desktop view) > Advanced Queries > Contacts Customers > Advanced Queries > Contacts |
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ContactManagement > DefaultSystem > Queries > Advanced > Prospect |
Home page (Desktop view) > Advanced Queries > Prospects Customers > Advanced Queries > Prospects |
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EventManagement > DefaultSystem > Queries > Advanced > Event |
Home page (Desktop view) > Advanced Queries > Events Events > Advanced Queries |
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OpportunityManagement > DefaultSystem > ReportsView |
Process Mgr > Generate Reports |
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OrderManagement > DefaultSystem > Queries > Advanced > Order |
Home page (Desktop view) > Advanced Queries > Orders Orders > Advanced Queries |
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RFMAnalysis > DefaultSystem > ReportsView |
Marketing > RFM Analytics > Generate Reports |
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RFMAnalysis > DefaultSystem > Process Engines |
Marketing > RFM Analytics |
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RFMAnalysis > DefaultSystem > Process Engines > User Queries |
Marketing > RFM Analytics > edit an RFM definition object > Definition tab > in Population Query or Transaction Query fields click Shortcut to queries |
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SegmentManagement > DefaultSystem > ReportsView |
Marketing > Segmentation > Generate Reports |