Creating a Shortcut to a Document or Folder

A shortcut allows you to open the same document or folder from multiple locations. Shortcuts are not copies of documents; instead, they are pointers to documents. When you click on a shortcut to a document, the document will open even if it is in a folder somewhere else in the repository. If you open a document using a shortcut, any changes you make to that document--whether to pages, the electronic file, or to metadata, annotations or other information--will be saved on the original document. However, you can move, copy, rename, and delete the shortcut without affecting the original item.

Shortcuts do not bypass Laserfiche security. If a user does not have sufficient rights to open a document directly, they will not be able to open it using a shortcut. (However, if a user has rights to open a document but not to open its parent folder, they will not be able to navigate to the document, but will be able to open it via a shortcut or by searching for it directly.)

To create a shortcut to a document or folder in the Repository Web Client

  1. In the folder browser, select the document or folder for which you want to create a shortcut.
  2. Open the Edit menu, or right-click the entry, and select Copy.
  3. Navigate to the new location, open the Edit menu or right-click the contents pane, and select Paste Shortcut.

To create a shortcut to a document or folder in the Repository Desktop Client

  1. In the folder browser, select the document or folder for which you want to create a shortcut.
  2. Right-click,or select the More Actions button, and select Move or Copy.
  3. In the Move or Copy dialog box, select Copy shortcut, then navigate to the destination folder and select Paste.