Pipeline Keyboard Shortcuts

Use keyboard shortcuts to perform common tasks swiftly. The shortcuts work on Mac and PC.

Global Shortcuts:

  • Add Transaction - Ctrl -Alt-T
  • Upload Doc - Ctrl -Alt-D
  • Go to each menu item on nav bar (using something like Ctrl -Alt-1, Ctrl -Alt-2, etc.)
  • Go to Admin area (if Admin option is available to the user): Ctrl -Alt-Z

Transaction Shortcuts:

  • Add Note - Ctrl -Alt-N
  • Bulk Email Docs - Ctrl -Alt-E