Create Link Files / Shortcuts

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 c 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. 

1. Right-Click on your desktop

   1. Select New

      

   2. Select Shortcut

      

   3. Select Browse

      

   4. Browse for Files or Folders

      

   5. Locate folder/file select and click OK

   6. The Shortcut will now be on your Desktop

      

2. Once the Shortcut is created -

   1. Navigate to the SmartAdvocate Case

   2. Select Attach

      

   3. Drag & Drop Shortcut File

      

   4. Fill out Edit Document Properties, then click Save

      

   5. The shortcut will now be added as a file to the Documents screen as a Link

      

3. Double Click on the Link File (Document), and it will open the folder directly.