Admin: Shortcut Folders

Folders allow you to organize shortcuts for different jobs or locations, etc. so users can easily find the ones they need.

Folders can be especially helpful for users who complete tasks in multiple work queues or job functions and only want to see shortcuts for that work queue or job function at certain times.

• To find and make changes to an existing folder, see Edit Shortcut Folder
• To remove a folder, see Delete Shortcuts & Folders

Create a Shortcut Folder

1. Go to the Shortcuts page in nVoq.Administrator.
   • If you are a client-only user without an Administrator Role, skip to Step 3.

2. Select the appropriate radio button to add a folder for an account or an organization: 

   Add a folder for a specific user account

   1. Select the Account radio button.
   2. Then select an account from the Account menu. Folders will be created in the account selected here. 
      • The menu will display a maximum of 250 accounts. If there are more than 250 accounts in the selected organization, the bottom of the menu will say, "Showing 250 out of [#] possible accounts."
      • Use the Find Account field at the top of the menu to find any account that exists in the selected organization, even if it is not displayed in the menu.
        
      • Hover your mouse over the account in the list to see the username in a tooltip if it's cut off on the menu.
        

Add a folder to an organization

1. Select the appropriate organization from the organization menu at the very top of the screen. Folders will be created in the organization selected here. Navigate this menu by using the Expand All button to open all organizations, by clicking the > arrow next to each organization level to open it, or by typing an organization name in the Filter text field.
2. Select the Organization radio button. 
3. Then select the appropriate Show Organization radio button to view existing folders (and shortcuts) for the selected organization:
   • Choose selected and parents to see folders created for the organization selected in the Organization menu and all parent organizations above it.
   • Choose only selected to see folders created for only the organization selected in the Organization menu.
   • Choose selected and children to see folders created for the organization selected in the Organization menu and all child organizations below it.
     

3. Click the new icon at the top of the page (in the blue bar) and select New Folder. 
   
   

4. On the New Folder screen, give the folder a Name and (optionally) a Description.
   • There is a 45 character limit on the Name field. If the same name is given to an organization folder and a user account folder, the user will see both the organization folder AND the account folder in Mobile Voice.
   • The folder name is visible in Mobile Voice.
   • There is a 512 character limit on the Description field. This field is optional.
   • The description is visible in Mobile Voice for users who have the ability to run account (user) shortcuts in Mobile Voice.
     

5. To add shortcuts to the folder, hover the mouse over the star icon beside the shortcut in the list and put a checkmark in the box that appears. Shortcuts highlighted in green with a checkmark have been added to the folder.
   • All of the shortcuts available to the selected account or organization are listed on the New Folder page. A folder created at a higher organization level (e.g. company) can only include shortcuts created at that level or higher (e.g. company and tenant).
   • The Owner column lists the organization name or the user account under which the shortcut was created.
   • The total number of available shortcuts is listed in black text at the top left of the list. The number of items added to the folder (selected) is listed in blue text next to the total number available.
   • To remove shortcuts from the folder, remove the checkmark from beside the shortcut. Shortcuts NOT highlighted, without a checkmark are NOT included in the folder.
   • You cannot edit shortcuts from this screen.

6. Click the Save button at the bottom of the page to keep your changes.
   
   

7. When you're done making and saving changes, click the Close button at the bottom of the page to go back to the shortcut list.

Expand a Folder to See or Remove Shortcuts Inside

• Folders created for an organization are represented with solid gray folder icons. 
• Account level folders have white icons.

Click the > arrow to the left of a folder name to expand the folder and see the shortcuts inside. The names of shortcuts inside folders appear indented in the column under the folder name.