(Dansk version)
Creating shortcuts
Shortcuts allows you to create references between documents and cases in DocuNote. Unlike, Documents - Copying document physically, shortcut is a virtual representation of a document throughout DocuNote.
To create a shortcut to the document:
- Navigate to the specific document.
- Right-click it and select Other functions>Create shortcut from the context menu.
Alternatively, you can expand New menu on the ribbon bar.
The dialog box appears allowing you to select the location.
Select the appropriate location and click Create shortcut and close.
The shortcut for the document is shown as every other document, on the chosen location, but with an arrow on the icon, to indicate that it’s a shortcut.
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⚠️ Please note:
- If there were any references associated with the original document (like Notes, Tasks, etc), they will be preserved with the shortcuts as well.
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💡 Tips:
- Double-clicking the target location will create the shortcut and close the form.
- Clicking Create shortcut allows you to create multiple shortcuts one by one without closing the form.
- You can create shortcuts outside DocuNote. For details, see Send shortcuts (.DNO) options.
- You can copy or move an existing shortcut by pressing (Ctrl+C, Ctr+V) or (Ctrl+X, Ctrl+V).
- Pasting the shortcut when the case or document folder is selected will place the shortcut right inside this unit. Pasting the shortcut when the document is selected will place the shortcut as an attachment to the document.
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Locating shortcuts
To find out the physical location of the item the shortcut is pointing to, right-click the item and select Locate document/case from the context menu.