Creating a Desktop Shortcut for a File Stored in Document

You can create desktop shortcuts that point to files stored in Document. This feature allows you to quickly open and edit files without having to locate them in Document.

To create a desktop shortcut for a file, do one of the following:

  • Right-click the file in a Document grid, and select Send to > Desktop (create shortcut).
  • Select and drag a file in a Document grid to your desktop.

To use the shortcut, double-click the shortcut icon. If you are not already logged in to a Wolters Kluwer application, the system prompts you to enter your credentials. If the file is not already in use by another staff member, the system will check out and open the file so you can begin editing it. Files opened through shortcuts will display with a checked-out status on Document grids. When you close the file, the file will be checked in to Document automatically.