A return of the WorkSite hints and tips series to end 2009!

Following a question today I found a neat way of adding a shortcut to another folder from within your matter file. This is pretty straight forward when you think about it within WorkSite, but it’s worth noting as it’s always handy to be able to link to a folder of documents from within your electronic file (e.g. to link to common client documents within a client folder from within each matter file relating to that client).

This is what you end up with (where Client Documents is located in another file, i.e. the shortcut):

To do this all you need to do is the following:

• Right Click on the Tab (Matter Management in the above example)
• Select Add Shortcuts

• In the resulting pop up, browse to your required folder.
• Then single click on the folder (i.e. highlight it, not go into the contents of it)
• Click Select
• That should be it, the shortcut should be added 

Given the relevant access rights (see explanation of WorkSite security here and here) you can also add shortcuts to folders at a Workspace as well as Tab level.