Document management > Quick paths

PlanMaker allows you to create up to twenty quick paths via which you can quickly switch to a specific folder when opening or saving files.

A quick path is a symbolic specification, such as "Taxes", which represents a specific folder on the hard disk (for example, the folder C:\Accounting\Taxes).

If you want to open a file from this folder, you must first choose the ribbon command File | Open and then simply click on the Quick path button in the dialog box to select the created quick path. The dialog box then switches immediately to the C:\Accounting\Taxes folder.

Quick paths are not only available in the dialog box of the command Open, but they are also in all other dialog boxes that are used to open or save files.

Creating quick paths

To create a new quick path, proceed as follows:

1.	Open any file dialog box, for example, with the ribbon command File \| Open. (Click directly on the icon itself to open the file dialog box.)

2.	Click on the Quick path button in the file dialog box.

3.	A menu opens below the button. Choose the command Create new quick path from it.

4.	Enter any name for the quick path in Name of quick path – for example, "Taxes".

5.	Enter the desired folder under Path – for example, "C:\Accounting\Taxes".

Tip: Alternatively, click on the button with the three dots next to this input field. This opens a file dialog box in which you can easily select the desired folder.

6.	Confirm with OK.

PlanMaker now knows that the quick path "Taxes" should switch to the folder C:\Accounting\Taxes.

Opening quick paths

Quick paths are available in all file dialog boxes – for example in the dialog boxes of the ribbon commands File | Open or Insert | Picture frame. (Click on the icon itself to open the file dialog boxes.)

To use a quick path, proceed as follows:

1.	Click on the Quick path button in a file dialog box.

2.	A menu of all the previously created quick paths opens. Select the desired quick path.

PlanMaker now switches to the folder specified for the quick path.

Editing and deleting quick paths

To edit or delete an existing quick path, proceed as follows:

1.	Click on the Quick path button in a file dialog box.

2.	A menu opens. Choose the command Change quick paths in it.

3.	A dialog box appears. Select the desired quick path in it.

4.	Click on Change to edit the name or path, or click on Delete to remove the quick path.