Manage the Shortcuts Pane

A shortcut is a pointer to an associated folder or object. The Shortcuts pane displays and organizes any shortcuts to folders, items, or files that you create. It is part of the navigation pane.

If you hide the navigation pane, the Shortcuts pane is also hidden. By default, the Shortcuts pane is displayed.

Shortcuts can be created that point to folders , items,or files. When you click a shortcut in the navigation pane, the associated object is displayed in the main view. Shortcuts can be organized by groups, renamed, and removed from the navigation pane. The shortcuts that are displayed depend on the environment.

Note:

• Only file and folder shortcuts are available when the Vault environment is selected.
• Only item shortcuts are available when the Item Master environment is selected.
• All the shortcuts are listed when the Folder List is selected.

Shortcuts are saved for each user account, so you can have your own collection of frequently used shortcuts.

Create a Shortcut

 Right-click a folder in the navigation pane or on a file in the main view, and then select Create Shortcut from the context menu. A shortcut is added to the shortcut pane.

Shortcuts can also be created from links to objects. Right-click on a link to any object and select Create Shortcut from the context menu. A shortcut to the target object is added to the shortcut pane.

Note: Shortcuts created from a project link will direct the user to the target of the link. For example, if the user right-clicks on a link to an Item and chooses the Create Shortcut command, a shortcut is added to the shortcut pane that points to the Item. It does NOT point to the link to the Item. Refer to Project Links for more information.

Follow a Shortcut

 Click a shortcut to display the contents of the associated folder or file in the main pane.

Note: If the shortcut points to a folder or file that has been deleted, you are informed that the associated object was deleted and prompted to delete the empty shortcut.

Rename a Shortcut Group

Right-click a group, and then select Rename Group from the Context menu. Enter a new name for the group in the text box.

Remove a Shortcut Group

Right-click a shortcut group and then select Remove Group from the Context menu. The shortcut group is removed and any shortcuts contained in the group are removed.

Note: Shortcuts cannot be created for search folders.

Group Shortcuts

1. In the shortcut pane, click Add new group. A new group named New Group is added to the shortcut pane.
2. Select a shortcut, and then drag it to the new group. The shortcut is moved into the group.
3. Double-click the group to expand it.
4. Drag shortcuts within the group to change their order within the list.

Rename a Shortcut

 Right-click a shortcut, and then select Rename from the Context menu. Enter a new name for the shortcut in the text box.

Remove a Shortcut

 Right-click a shortcut, and then select Remove. Only the shortcut is removed, not the associated folder or file.