📁 Create a Shortcut for Uploading/Attaching Documents

Creating a shortcut to the upload location in e-manage|ONE is highly recommended. This allows users to quickly attach documents to projects, quotes, or other records without navigating through folders each time.

📍 Recommended Location for Shortcut

Add the shortcut to your Quick Access (Windows 10/11) or Favorites (older Windows versions) in File Explorer for fastest access.

🧭 Steps to Create the Shortcut

1. Open your File Explorer (📁 manila folder icon).

2. Navigate to your Documents folder on your PC.

3. Locate the folder named:
   e-manage One Upload to Record

   ⚠️ Do not select the folder labeled “temporary.”

4. Drag and drop the e-manage One Upload to Record folder into the Quick Access or Favorites section in the left-hand navigation panel.

📸 Screenshots for Reference

Navigating to the Upload Folder:

Open

Dragging Folder to Quick Access:

Open

By following these steps, you ensure faster document uploads and fewer clicks—streamlining your daily workflows in e-manage|ONE.