(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:

  1. Navigate to the specific document.
  2. 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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<aside> ⚠️ Please note:

<aside> 💡 Tips:


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.