Add a menu item to open a folder in Pronto Xi

You can add a menu item to open a folder in Pronto Xi.

  1. Locate the folder you want.

  2. Click next to the folder, then select Share.

    The Share screen is displayed.

  3. Click Copy.

  4. Paste the link into a text editor.

  5. Delete the first part of the URL, up to and including perspective.

    The copied URL will look something like this:

    perspective=home&folder=.public_folders%2FOperational+Reports%2FAccounts+Payable&location=team

  6. Copy the text into clipboard.

  7. In Pronto Xi, on the ribbon select Settings > Personalise.

  8. Click MyMenu.

  9. Click Add Item.

  10. Select Reporting URL.

  11. Specify the following:

    • URLpaste the copied URL into the field directly after the REPORT: text

    • Descriptionenter a description for the folder to appear in the menu

    • Windowselect New Window

    • Iconoptionally select an icon to display in the menu

  12. Click OK.

    The folder entry will be displayed in your Pronto Xi menu. When you click it, it will open in a new browser window or tab.