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Documentation Index

Fetch the complete documentation index at: https://docs.adviseraide.com/llms.txt

Use this file to discover all available pages before exploring further.

Shortcuts is a centralized link management system that allows you and your team to store, organize, and share important URLs in one convenient place within AdviserAide. Instead of relying on individual browser bookmarks or scattered notes, shortcuts provide a unified repository where everyone in your organization can access the same curated collection of essential links.
Shortcuts page showing list of saved links organized by category

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Adding a shortcut

1

Navigate to shortcuts

From the main navigation menu, click on Shortcuts.This opens the shortcuts page where you can view all existing shortcuts and add new ones.
2

Click Add Shortcut

Click the Add Shortcut button in the top right corner of the page.
Add Shortcut button in top right corner
3

Enter shortcut details

Fill in the shortcut information:
  • Name (required) - Enter a clear, descriptive name for the shortcut (e.g., “INZ Online Portal”, “UK Home Office”)
  • URL (required) - Paste the complete web address including https://
  • Description (optional) - Add notes about what this link is for or when to use it
  • Group (required) - Select a category to organize your shortcuts, or create a new group
Add Shortcut form with name, URL, description, and group fields
4

Save the shortcut

Click Save to add the shortcut to your list.
The shortcut is now available to everyone in your organization. Team members can click the link to visit the website, and the system will automatically track usage.