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Each user can set up and manage their own Shortcuts menu in each company.
By saving a task to your Shortcuts menu, you can easily open it without navigating the standard menus.

You can organise your shortcuts into folders, rename or delete them, etc. You can also add notes to a shortcut to remind yourself about a task and set up KFI routines to run when the shortcut is selected.

Shortcuts can also be copied from user to user and company to company.

Creating Shortcuts

To add a task to your Shortcuts menu, first open the task and then simply choose Shortcuts | Add Shortcut
A message is displayed confirming that the shortcut has been added.

Organising Shortcuts

Choose Shortcuts | Organise Shortcuts to open the Organise Shortcuts screen where you can rearrange, rename and delete your shortcuts, organise them into folders, enter notes about them and carry out more advanced functions.

Some features and functions worth noting are:

  • To group a number of shortcuts into a folder, first add the folder (choose the New Folder icon and enter a name for the folder, and add notes if you wish). You can now drag shortcuts into the folder, or use Move Up and Move Down to move them into the folder.
    Tip: To help separate groups of tasks on the menu, insert separators in appropriate places.
  • The Edit menu in Organise Shortcuts provides functions such as Copy, Paste, Delete, Undo and Redo and Find functions. To use these functions, highlight the required shortcut in the left-hand tree view and then choose the function via the File menu or the toolbar icon.
  • To rename a shortcut or folder, highlight it in the left-hand tree view and then click the Rename toolbar icon. Now type the new name for the shortcut over the original name. You can see the Attach?task title of the shortcut, even if you have renamed it, in the Program Name field on the Organise Shortcuts screen or by opening Shortcut Properties (File | Properties). 
    Tip: When renaming your shortcuts or folders you can allocate access keys by placing an ampersand (&) immediately before the character you want to use when accessing the task via your keyboard.
  • To add a note about a shortcut, highlight it in the left-hand tree view and then type your note into the Notes text box.

Copying Shortcuts

Shortcuts can be copied from user to user and company to company using Tools | Company | System | Copy User Options (provided you have the appropriate menu access rights).

Controlling user access to the Shortcuts menu

Using Menu Access Rights, supervisors can remove the two standard shortcut tasks – Add Shortcut and Organise Shortcuts – from a user's Shortcuts menu. 

In this case the user will see only the list of shortcuts that has been set up for them (via Copy User Options) and they will not be able to add, delete or organise them.

Adding a shortcut by entering its program number

To add a shortcut by entering its program number, first add an "empty" shortcut (choose the New Shortcut icon) and then enter a Name for the shortcut. Now enter the Program Number and add Notes if you wish. You can now drag the shortcut into a folder or use Move Up and Move Downto move it into a folder. For example, to add Archive Current Company to your Shortcuts menu, type 880 in the Program Number field.

For a list of Attaché program numbers, see Attaché program numbers (Object IDs list).

Tip: Before adding a new shortcut or folder, highlight the position in the tree view where you want the shortcut or folder to be created and then select New Shortcut or New Folder. The shortcut or folder will be created below the object you highlighted.

Using the Macro/KFI feature

You can partially automate some tasks by adding a KFI string to a shortcut's properties.

To add a KFI string to a shortcut, first select the shortcut and then display Properties (choose the Properties icon or File | Properties). Now enter the KFI string in the Macro/KFI text box.

For information on creating KFI strings please refer to the  Attaché Keystroke File Import User Guide.


Related resources

Organising Shortcuts (2:32 mins video)

Learn how to create and manage shortcuts using the Modern menu.