How do I link two Documents together? (Create Shortcuts)

The Shortcuts feature allows you to link two Documents together. You can store the same Document in multiple places, but only have to update one of the Documents instead of all of them. 

IMPORT SHORTCUTS

First, find the location where you want to store your linked Document and click "Import Shortcuts."

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A pop-up will appear asking you to select the original Document you would like to make the Shortcut from. You can expand the Binders and Folders until you locate your desired Document. Then, click the checkbox on the left hand side of the Document and click "Save" at the bottom. 

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You'll see your shortcut has now been created.

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When you click into the Document to view it, you will notice that some things from the original Document will transfer over. Items like the conversion status of the Document, expiration date, due date, content of the file, PII within the Document, version, upload date, and text or annotations will be copied with the Shortcut. Items that will not be copied over and will remain independent for each Document include eSignatures and Tasks. You can go back to the original Document by clicking the link under "Shortcut From:" on the left side of the screen. 

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On the original Socument, you can view the shortcut by clicking "View Shortcut Details" on the left side of the screen. This will bring up a pop-up with information about the Shortcut including its location and the last time it was modified. It will also allow you to click straight in to view that Shortcut. 

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CREATE SHORTCUTS

Instead of first finding the location and importing the Shortcut, you can also first select the Document and then select the location. 

First, find the Document you would like to create the Shortcut from. Click the check box to the left of the Document and then click "Create Shortcut". 

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A pop up will appear for you to select the location in which you want this Shortcut to be created. Find your location, click the check box to the left of it, and then click "Save". 

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You will receive a notification that your Shortcut has been created, and you can click to go straight to your new Shortcut. 

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