Summary

If clients would like hyperlinks activated on the platform, it is best for them to proceed with automated hyperlinks as they are more stable and cost-effective however, they may choose to proceed with manual hyperlinks instead. 

This involves us navigating to a section of text and manually creating a hyperlink to another document. Given the manual process, the links are more expensive and also less stable so we advise they are only used for remedial purposes when all other options have been exhausted. 

There may be instances where clients choose to proceed with manual links for their wider linking exercise in which case they will need to complete an index for us. 

Process

Scenario 1 - Client has not created any links yet Client has not created any links and has asked if it is possible for them to be created manually on the platform.
Manual links can be created, charged at X per link however, we generally advise that they are used for remedial purposes when all other options have been exhausted as the links are less stable. If manual links are created within a document, we advise against replacing it as the links may become displaced and float, meaning they will need to be recreated.
We instead advise that the references are added to documents offline in line with our guidance here for us to create the links automatically charged at X per link. Please note the time taken to upload/insert/replace the document(s) will be charged separately at the standard processing rates.
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Scenario 2 - Client has created automated links and has broken links to fix Client has created automated links and would like to rectify the broken links manually.
  • SO Action
    • Send email below (add correct costs in line with billing rates here and remove section in red if the client has already sent the corrected references):
      1. Manual links can be created, charged at X per link however, we generally advise that they are used for remedial purposes when all other options have been exhausted as the links are less stable. If manual links are created within a document, we advise against replacing it as the links may become displaced and float, meaning they will need to be recreated.
      2. We instead advise that the references are added to documents offline in line with our guidance here for us to create the links automatically charged at X per link. Please note the time taken to upload/insert/replace the document(s) will be charged separately at the standard processing rates.
      If you would like to proceed with manual links, we will just need the correct references to be provided in the broken links report.
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Scenario 3 - Client would like to proceed with rectifying broken links manually Client has received scenario 2 response and would still like to proceed with rectifying broken links manually.
  • SO Action
    • If client has not provided corrected references in their broken links report, we need to ask for this to be sent.
    • If the client has already provided corrected references, create the links manually.
  • SO Billing
Scenario 4 - Client would like to proceed with create all links manually Client would like to proceed with create all links manually (i.e. they do not have a broken links report yet).
  • SO Action
    • Send email below with Excel template attached:

    • In order for us to create manual links, we will need the attached index to be populated which includes the:

      1. Bundle/Tab reference(s) of the document you would like linked, noting each document to be linked should be on its own sheet;
      2. Page reference(s) the link(s) should be created on;
      3. Section(s) of text that should be linked;
      4. Destination reference of the link(s).

      Please note it is only possible to create one link based on one section of OCR data e.g. if a string of text is ‘pages 1, 2, 4-5’, it is only possible to create a link to one Bundle/Tab/Page reference.

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  • SO Billing