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Setting Up a New Electronic Shorthand Code

How to add a new text shortcut?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over a year ago

Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.


Step 1: Go to the menu ''Admin''.

Step 2: Click on the tile ''Stenography''.

Step 3: Use the "Add" icon in the upper right corner of the window to create a new code.

Step 4: Define your text shortcut. Example: "ctc".

Step 5: Define the replacement text in French and then in English.

Note:

  • Shorthand is case sensitive.

  • You can integrate merge fields into the description of shorthand codes using the icon on the right of the description space.

Step 6: (Optional) Define a classification to group your shorthand codes for more efficient filing and searching.

To create classifications like the example above, see our article "Creating a Classification".

Step 7: Save.

Step 8: Once the code has been created, it must be added to the employee files so that they can use it.


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