How to: create and manage shortcuts to folders or files

It is handy to have your most used folders or files as favourites – this allows you to access them more swiftly!

Creating a favourite

In order to add a folder or file as a favourite, do the following:

  • Go to Browse Files
  • Select the file you intend to add as a favourite and find the button on the bottom of the navigation menu on the left-hand side of your window
  • Give the shortcut a name
  • Click “save favourite”

It will now appear as a shortcut on the same menu on the left. The shortcut will also be available when narrowing down a search by location in the Document Assembly mode.

Deleting favourites

In order to remove a favourite, open the personal settings menu by clicking your name in the upper right corner of your window. In the drop-down menu, choose “favourites”.

Alternatively, you can access this settings menu by clicking “preferences” on the same drop-down menu and by then navigating to “favourites” on the toolbar at the top of the window.

Here, you can remove a favourite by clicking the trash bin icon next to the intended favourite.

Was this article helpful?
Dislike
How to: name your files
How to: add predefines to a datafield