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 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. 

1. Right-Click on your desktop

   1. Select New

      Open

      

       

   2. Select Shortcut

      Open

      

       

   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.