Send/Share - Send Shortcuts (.DNO)

Overview

Shortcuts is a quick way to open frequently used documents or cases, folders, tasks, templates, contacts in address book, etc., without having to go to its location in DocuNote.

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Please note:

From DocuNote version 6.9, “The new Outlook”-add-in is supported for the most used features
- See “The New Outlook” add-in - Progress for a detailed list and progress plan.
- For system requirements (and “pr. user” install of Add-in) see “The New Outlook” add-in - Technical setup
- See MS Office integration - “The new Outlook”-add-in - User for “how to” guides.
Some DocuNote functions do not work with "The new Outlook". In these cases, the pop-up below will be shown.

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How to work with shortcuts

The function Send shortcut to is available under the Share button in the ribbon bar or in the context menu, allowing you to quickly create shortcuts, for most of the elements in DocuNote

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Tip:

Shortcuts can also be created in many places under the tabs Address Book, Tasks and Templates </aside>

By default, the Send shortcut to menu includes the following targets:

Target	Description
This PC	Allows to select the appropriate location on your PC. By default, the recently used location is available.
E-mail	Opens the mail client with the shortcut attached to the new e-mail.
E-mail template	Allows you to send the e-mail based on the selected e-mail template with the shortcut attached along. This option is accessible only from the contextual menu.

Please note: Not yet supported for “The New Outlook” | | Windows clipboard | Copies the shortcut to windows clipboard. | | Send portal link to contact | Allows you to send the link to the document that could be opened in the Web-portal. | | Copy URL to clipboard | Generates the link to the shortcut and copies it to windows clipboard. | | Send locate link to contact | Allows you to send a link to contact for locating the item on the Web-portal. | | Copy locate link to clipboard | Copies a link for locating the item on the Web-portal to the clipboard. | | | |

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Another useful feature of the Send To option is the ability to create a custom location. For more information, see Custom 'Send To' menu (Context menu editor).
If you create shortcuts to the contacts from the address book, please make sure, the contact has an account ID assigned to it. Otherwise, the shortcut will not work.
In addition, you can send shortcuts to cases that will be addressed to contacts listed in DocuNote address book. For more details, see MS Office integration - Sending e-mails to DocuNote contacts.
“.DNO shortcuts” created for case/document shortcuts in DocuNote client will locate the shortcut itself, not the original document or the case.
- If there are restricted permissions on the original document, the shortcut won't be located and a popup window will inform you of this.
  
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  Tip: Implicit Permissions can be granted through the setting "(352) Implicit document shortcut permissions" (see )
  
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Limited access: There is different outcome, if a DNO is created to a location, where access isn’t granted to above structure, for the one activating the .dno:
- If action is “locate”; The user will be navigated to a temporary area called “Limited Access” (icon; needle) showing the object. Here the user can work as usual.
- If action is “Properties”; The properties of the object will be shown, but no navigation will be done.
- If action “view” is set on a document; the document will be opened, but no located. </aside>

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