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Consultant's Corner: How to Create Shortcuts to Entries in the Windows Client or in the Web



Did you know that in the Laserfiche client, you can easily create shortcuts back to folders or documents? Creating shortcuts allows you to quickly access specific documents and folders from different areas within Laserfiche, without having to make redundant copies of those documents or folders. This can save your organization a sizable amount of server storage space, decrease document versioning confusion, and is a highly recommended “best practice" overall.


The following article describes the steps needed to create a “shortcut” in the Laserfiche client. We’ll demonstrate this action in both the Web Client and the Windows Desktop client.


Note: You can make shortcuts to folders or documents, but the method is the same.


In the Web Client


1. Login to Laserfiche, then navigate to the folder or file to which you want to link with the shortcut.


2. Check the selection box next to the document or folder to which you will be making a shortcut.


3. Next, you can use the Right-Click method or use the More Actions toolbar button.


a. Using the Right mouse button on the document or folder, select Move or Copy.



Or


b. Click on the More Actions toolbar button at the top right of the web client and choose Move or Copy from the drop-down options.



4. Next, you’ll need to navigate to where this shortcut will be placed.


a. First, set the option to Copy shortcut.


b. Second, click on the blue folder links to browse to the folder where you want this shortcut to be placed.


c. Third, press the Paste button at the bottom right.



5. Confirm the copy



6. Notice in the folder that the shortcut has the document name and the icon has the arrow inside, indicating it is a shortcut.



In the Windows Client


1. Login to Laserfiche, then navigate to the folder or file to which you want to link with the shortcut.


2. Right-Click on the document or folder and choose Copy.


3. Next, you’ll need to navigate to where this shortcut will be placed

a. You can right-click in the folder contents pane to Paste Shortcut.


b. Or, you can select the folder and while highlighting the folder name select Edit>Paste Shortcut from the File menu.



4. Notice in the folder that the shortcut has the document name and the icon has the arrow inside, indicating it is a shortcut.



You’ve just created a shortcut in Laserfiche. Congratulations!


If you have any questions regarding Laserfiche Shortcuts or wish to speak with a CDI professional team member, contact us at support@cdi.support.

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