Shortcuts are links to documents that are stored in Virtual Cabinet, either in an Intray or a Cabinet. They let you share a reference to a document without moving or copying it.
Sending a Document or Shortcut from the Intray
- Select the document in your Intray.
- Click Send in the ribbon, or right-click and choose Send.
- In the Send window, enter the recipient in the To field.
- Optionally add a note.
- To send a shortcut rather than the document itself, select Send Shortcuts and choose a recipient. You can add multiple recipients.
If Always send me a shortcut is ticked, a copy of the shortcut is also sent to your own Intray.
Sending a Shortcut While Indexing
When filing a document from your Intray, click File and Action instead of Index. This gives you the option to send a shortcut to one or more users at the same time as filing the document.
Sending a Shortcut from the Search Tab
Select one or more documents in your search results, then use Send Shortcut from the ribbon or right-click menu. The shortcut will be sent to the chosen user's Intray. You can give the shortcut a custom name; the default is the original file name.
Managing Shortcuts
Shortcuts appear in the Shortcuts tab within your Intray. From here you can open the linked document, rename the shortcut, delete it, or use Search For to locate the original document in the Search tab.