QuikAccess

Use this feature if you like to use Windows Explorer to browse for your Document Management documents and you want to sort by Case Name.

The ‘QuikAccess’ link is located at the bottom left corner of the Document Management screen below the grid as shown below.

You have the option to create a shortcut to these folders on your Desktop or in your My Computer folder in which the cases are sorted by Case Name instead of the default Case Number.

1. Click on the ‘QuikAccess’ link (in all Views except ‘Find’).  You have the following options:

• Create Shortcuts for:  Select this option to set up the QuikAccess folder for either Asset Cases or All Cases.
• Add Shortcut to QuikAccess in your My Documents folder or on your Desktop:  In addition to creating the shortcuts in the Document Management folder, you can also set up a shortcut in your My Documents folder or on your Desktop.

2. Select your options.  For example, to ‘Create Shortcuts for All Cases’ and ‘Add Shortcut to QuikAccess in Desktop’:

• Click on the ‘Build’ button, which will process and then show a message indicating how many shortcuts were created and where they went.
• Click on ‘OK’.  You will see the message, “Shortcut to Document Management in ‘Desktop’ was added successfully”.
• Click on ‘OK’.
• View your desktop to see the shortcut created.  Double click on the shortcut to see your Document Management files.

Note:  The QuikAccess folders will not be set up automatically when new cases are added.  If you would like to include your new cases with the QuikAccess folders, you must re-build the folders.