The purpose of this is to create a reference to document(s) on your network that the user access from the client's case in the document screen.
Please note if you are having difficulty viewing the images, you can click on them to enlarge.
To achieve this, you will need first to locate the folder you want to create as a link in the SmartAdvocate Documents screen.
Right-Click on your desktop
Select New
Select Shortcut
Select Browse
Browse for Files or Folders
Locate folder/file select and click OK
The Shortcut will now be on your Desktop
Once the Shortcut is created -
Navigate to the SmartAdvocate Case
Select Attach
Drag & Drop Shortcut File
Fill out Edit Document Properties, then click Save
The shortcut will now be added as a file to the Documents screen as a Link
Double Click on the Link File (Document), and it will open the folder directly.
