Overview

Shortcuts allow users to quickly access and provide references to documents and cases.

For more information about using shortcuts, see Send shortcuts (.DNO) options

Finding your settings

There are some settings for sending shortcuts you may find useful. Please check their description below:

Setting up default action when target shortcut is clicked

When the shortcut is clicked by user, it will produce specific action depending on the setting defined. To set up the default action, follow the next steps:

  1. Click the DocuNote to access Backstage panel, and then click Settings*.*
  2. In the left navigation panel under Settings, click Cases or Documents*.*
  3. Next to Send case shortcut or Send document shortcut respectively, select one of the available action:
Action Description
Ask DocuNote will ask to select The default action every time you create shortcut.
Locate Clicking the shortcut will Locatethe item.
Properties Clicking the shortcut will display Properties dialog box.
View Clicking the shortcut will open the document itself.
  1. Save your changes.

Opening DNO links in the same client

This setting controls whether shortcuts will force the new DocuNote client to start or open/locate the item in the existing client.