Quick Access to Recently Used Documents and Views

Plan: Available: All plansĀ 

Users: Available: All users

Practice Management Source: Available: All sources

Clicking the down arrow next to the Documents menu option from any list or workspace gives you quick access to the Documents Views and also gives you quick access to the last 5 Documents you have used.

The Quick Access to Documents displays as follows. Where there are more than 10 Views for the list, the View Selector displays with a scroll bar.

428 NL Quick Access Documents.gif

From the Quick Access:

  • Click a Document View to display the Documents list with that View selected.
    Or
  • Click one of the last 5 documents you have created or modified to open that document in Preview.

In the Quick Access drop-down, you can use the Search in the list of Views to find a View. Enter one or more characters to find the View(s) that contain what you have entered anywhere in the View name. Click the X in the Search to clear the search text.

2535_Search_View_Quick_Access_Documents.gif

Refer also to Quick Access to Views, Clients, Documents, Jobs, Tasks and Automation.

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