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Add a shorthand code to my employee file
Add a shorthand code to my employee file

How do I add a shorthand code to an employee record?

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


Before you begin : Note that permissions to your access profile may be required to proceed with the following steps. We invite you to validate your access with your sofware administrator.


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

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

Step 3: Select the targeted employee

Step 4: Employee File Summary tab > Stenography section.

With the +, you can add automatic insertion codes from the office.

It is possible to modify them later if necessary.

Step 5: Save Additions


To update an existing code modified at the office level, you must first delete the code from the employee file, then re-import it.

It is not possible to have two identical shorthand codes.

An employee can create their own codes by adding a row to the table. Note that in this context, merge fields cannot be used. This is because merge fields are only available when code is created for the desktop.

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