In many cases, it's not practical to exclusively use PensionPro for the purpose of file management. It can be very advantageous for a firm to establish one or more network drives so that files can be easily accessed by its entire employee base. However, over time, these directories can become large and difficult to navigate. PensionPro includes functionality for handling the paths of these local directories and files to help access them quickly and easily.
Table of Contents
- Using Paths
- Adding Paths for Copying
Functionality for paths exists in the following locations:
- On the Plan tab > General view, in the Local Directory field
- Within Task Items as part of the Project Workflow.
When PensionPro detects that a path to a local directory or file has been added to one of the above locations, the corresponding text displays in bold type, and a Copy icon appears, such as in the following examples:
- S:\Plan Files\Clients\Wilson & Baker\401k
- Open this template: Z:\Templates\Legal\ServiceAgreement.docx
- Click to copy the path to the Plan folder and save the signed documents.
Clicking once to select the text will copy the full path to the clipboard.
Once a path has been copied to the clipboard, it can be pasted wherever desired. When pasted into the address bar of a file manager, a user can immediately jump to the directory indicated by the path, rather than manually navigating through folders to reach the same location. If the path includes a file name, the file will be opened directly.
Note: If an error is received when attempting to use a copied path to jump to a specific location, confirm that the following are true:
- The path to the file or directory exists
- The path is entered correctly in PensionPro
Adding Paths for Copying
In most circumstances, the Local Directory field on the Plan tab should reference the path of the folder that contains locally-saved backups of a Plan's files; the click-to-copy functionality will simplify the process of opening that folder. The click-to-copy functionality also extends to Task Items in Projects; however, the quantity and nature of Task Items allow for increased flexibility, and including paths to other shared folders—or directly to files—can provide greater convenience.
The easiest method to find a path is to navigate to the desired location in a file manager. Depending on the file manager's settings, the path may appear directly in the address bar. If the address bar instead contains folder names separated by dividers (such as Documents > PensionPro > Workflow), selecting an empty area of the address bar should reveal the full path.
Adding a Path to the Plan tab
Security Rights Required: Add/Edit Plan
- From the Plan tab > General view, select Edit in the top-right.
- Add the path to the Local Directory field.
- Select Save.
Adding a Path to a Task Item
Security Rights Required: Maintenance
- Navigate to Maintenance > Templates and open (or add) the desired Project Template.
- For more information on using Project Templates, refer to the article Project Templates.
- Open the Workflow view and drill down to the Task Item level.
- Select Add to create a new Task Item, or Edit to edit an existing Task Item.
- In the Item field, insert the path, along with the appropriate formatting.
- Formatting path names is covered in the section Formatting Requirements.
- Select Save.
Outside of the Local Directory field on the Plan tab, PensionPro will not automatically recognize a path to convert it into a click-to-copy format. Specific markup will need to be applied. There are multiple markup options that can be utilized, depending on the desired effect.
The simplest option is to enclose the path in brackets, as below. This displays the full path.
- Markup: [S:\Plan Files\Clients\Wilson & Baker\401k]
- Result: S:\Plan Files\Clients\Wilson & Baker\401k
Adding text in parentheses at the end of the bracketed path will display the text instead of the path. Clicking to select the text will copy the path.
- Markup: [S:\Plan Files\Clients\Wilson & Baker\401k](Click to copy path)
- Result: Click to copy path
If desired, the HTML anchor tag may be used in place of the above markup. Functionally, there is no difference in behavior if HTML is utilized.
- Markup: <a href="S:\Plan Files\Clients\Wilson & Baker\401k">Click to copy path</a>
- Result: Click to copy path