Set Up CDM to Enable Hyperlinks in Emails

You can set up CDM to allow hyperlinks in emails. You can then create hyperlinks that will be sent through the workflow process to the appropriate users, so that they can open the report and section or report object automatically, even if CDM is not currently open.

Normally, this setting is enabled automatically during installation. However, if the setting has been disabled, you can follow this procedure to enable it.

Important: If you use web mail, links might not appear or function correctly.

To set up CDM to enable hyperlinks in emails:

1. In the File tab, click Options.
2. In the General > User Interface Options section, complete the following steps:
   1. To trigger the operating system to launch CDM and open the report and section or report object that are referenced by the link, click Register Certent CDM Protocol.

      Important: Select this option only if you are sure you want to proceed. If you change your mind, you cannot reverse your action by clearing the checkbox because it requires system administration privileges to use the Windows™ Registry. If you must clear this selection, ask your administrator to remove the feature through the client installer.

   2. If you do not want to launch a new instance of CDM when you open a section or report object through an email link, select Use single application instance. When a section or report object is opened through a hyperlink in an email, it opens in the instance of CDM that is currently open. If CDM is not open, it launches automatically.
   3. If you want to launch a new instance of CDM when you open a section or report object through an email link, do not select Use single application instance. When a section or report object is opened through a hyperlink in an email, it opens in a new instance of CDM.
   4. To make these changes take effect, restart CDM before you proceed with the rest of the steps in this procedure.
3. In the When Changing Workflow State section, select the Allow custom email notification message checkbox if you want.
4. Click OK.

When you receive an email notification that a workflow state has changed, the name of the section or report object contains a hyperlink that you can click to open the section or report object in CDM.

Optionally, you can copy the hyperlink of a report, section, or report object and paste it outside the context of a workflow email. For example, you might want to paste the hyperlink into a separate email to an approver or reviewer. To do so, click Copy > Object as a Link.