Creating document folder shortcuts

NOTE:

This feature is available only in select iManage Work environments.
Duplicate shortcuts to the same target are not allowed in the same container.
When creating a folder shortcut using drag-and-drop, dropping the selected folder on a search folder or folder shortcut on the tree is not supported.
Template-based (Flexible Folders) restrictions apply when creating or moving folder shortcuts.

Document folder shortcuts can be created from the right-click context menu or kebab menu and also using drag-and-drop action under the following locations:

Workspace
Tab
Folder
Sub-folder

To create document folder shortcuts using the the right-click context menu or kebab menu:

Select the document folder for which you wish to create a shortcut in another location.
Right-click and select Create shortcut.
or
From the kebab menu , select Create shortcut.
The Create shortcut dialog box appears.

Figure: Create shortcut in right-click context/kebab menu

If you select multiple document folders, the option is available on the toolbar.

Figure: Create shortcut on the toolbar
Navigate to the desired location.
Select Add Shortcut. A progress dialog box appears.

Figure: Progress dialog

Select Go to location in the progress dialog box to navigate to the newly created document folder shortcut in the workspace/tab.

To create document folder shortcuts using drag-and-drop:

Select the document folder(s) for which you wish to add a shortcut.
Hover over the tree nodes to expand the containers within.
When you locate the target container where you wish to add a shortcut to the document folder(s) press the Shift key and then drop.

Figure: Creating folder shortcuts using drag-and-drop
A progress dialog box appears.

Selecting Go to location directs you to the container containing the newly created folder shortcut and the newly created shortcut is highlighted.