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Create a shortcut if you want to provide a link that lets a user access a document that is on your Documents page.

Shortcut Do's and Don't's

You cannot create shortcuts to a document in a system documents collection, such as Recently Viewed, Recently Modified, or Checked Out.

You cannot create shortcuts in a system documents collection.

You can create shortcuts in your own My Documents folder or go to the Top Level folder > Users folder and locate the appropriate users documents folder.

You can create shortcuts between document types, For example, you can copy a document from a contact's Documents page to a project's Documents page.

Important: To create a shortcut, you must have View and Create document rights. In order for a user to access your document using a shortcut, you must allow them View access on the Documents Security page. See Working with Record Security for more information.