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The Quickbar Settings tool allows you to set your own personal shortcuts to frequently accessed Applications and Sections with ease rather than navigating throughout the Content Browser to locate them. The Quickbar consists of Shortcuts and Containers and is located to the upper left area of your Intranet.

 

A Shortcut is an icon that you set to link to an Application or Section within the Intranet.  When you click on this quick link icon, the connected Application or Folder appears in the document window.  The shortcut is automatically given a default icon, which depends on the Application and Section.

 

A Container is an area that stores your shortcuts, keeping everything organized for you.  To access each Container of Shortcuts, click on the appropriate tab, which you are able to customize with a descriptive title.  Once a container is created it is located on your Quickbar and can be accessed by clicking on the tab name.

 

 

 

Create a Container on Your Quickbar

 

  1. Click the Quickbar Settings tab.

     

Note: The Quickbar Settings dialog appears.

      

  1. Within the Containers text field, enter the name of the new container.

           

   3.    Click the Create New button.

     

Note: The container is now listed in the Containers column.

      .

 

Note: Now you must add shortcuts to this container.  To add shortcuts to this container, refer to Create Shortcuts on your Container below.

 

Note: The container is now listed on your Quickbar.

           

 

 

 

Create Shortcuts on Your Container

 

  1. Click the Quickbar Settings tab.

     

Note: The Quickbar Settings dialog appears.

     

  1. From the Containers column, select the container that your shortcut will be placed on.

     

Note: If shortcuts have been already added, they will be listed in the Shortcut column.

 

  1. From the Shortcuts area, click on the Add New button.

     

Note: The Choose Folder dialog appears.

     

    Note: The Choose Folder dialog will appear differently, depending on what Sections and Applications exist within your Content 

    Browser.

 

  1. Click on the Application or Section that is to have the shortcut.

 

Note: If the application or Section you are seeking exists within a Section, you must click on the Section’s plus sign to view the contents.  Once you have located the application or Section within a Section, click on its name.

     

Note: The Choose Folder dialog closes and the selected Section or Application now appears within the Shortcuts column.

     

  1. Click Close.

 

Note: The new Shortcut is now listed on the selected Container.  Refer to Accessing Your Shortcuts below for information on using your Shortcuts.

 

           

 

 

 

Accessing Your Shortcuts

 

  1. Click on the Container or tab that holds the Shortcut you would like to access.

           

Note: If you have no containers listed, you have not created any, and most likely, you have not created your Shortcut either, therefore, refer to Create Container on Your Quickbar then Create Shortcuts on Your Quickbar.

 

Note: Existing shortcuts are listed on the toolbar.

 

  1. Click on the appropriate Shortcut to access the application or Section.

 

Note: Once the shortcut is clicked on, the application or Section appears in the document window.

 

 

Rename a Container

 

  1. Click the Quickbar Settings tab.

     

Note: The Quickbar Settings dialog appears.

     

  1. From the Containers column, select the container to be renamed.
  2. Within the Containers text field, enter the new name for the container.

           

      4.  Click Rename.

     

Note: The name of the container is now changed in your Containers column.

     

5.  Click Close.

 

 

                       

 

Delete a Container

 

When deleting a Container all the Shortcuts that are stored in this container are also deleted.

 

  1. Click the Quickbar Settings tab.

     

Note: The Quickbar Settings dialog appears.

 

  1. From the Containers column, select the container to be deleted.

           

    3.  Click Delete.

     

Note:  The Container as well as all the Shortcuts that exist in that container are deleted.

 

 

 

Rename a Shortcut

 

  1. Click the Quickbar Settings tab.

     

Note: The Quickbar Settings dialog appears.

 

  1. From the Containers column, select the container where your shortcut is positioned.

     

Note: Existing shortcuts are listed in the Shortcut column.

     

  1. From the Shortcut column, select the shortcut to be renamed.
  2. Within the Shortcut text field, enter the new name for the shortcut.
  3. Click Rename.

     

Note: The name of the shortcut is now changed in your Shortcut column.

     

  1. Click Close.

 

 

 

Delete a Shortcut

 

  1. Click the Quickbar Settings tab.

     

Note: The Quickbar Settings dialog appears.

 

  1. From the Containers column, select the container where your shortcut is positioned.

     

Note: Existing shortcuts are listed in the Shortcut column.

     

  1. From the Shortcut column, select the shortcut to be deleted.
  2. Click Delete.

     

Note:  The Shortcut is now deleted from that Container.

 

 

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