Quick Actions

Quick Actions allow users to rapidly repeat the creation of records—such as Notes or other worksheet entries—directly from highlighted text in documents or transcripts, improving speed and consistency during review.

Quick Actions are designed to streamline repetitive record creation when annotating documents or transcripts. Once configured, they enable users to apply a predefined action—such as creating a Note with preset values—using a single click or with a simplified dialog flow.

Quick Actions are accessed from the pin icon in the annotation toolbar and are private to the individual user. Actions created in the document viewer apply only to documents, and actions created in the transcript viewer apply only to transcripts.

Create a Quick Action

1. Open a document or transcript in the viewer.
2. Highlight text to add it to another worksheet (for example, creating a Note).
3. The Add Record dialog box opens.
4. Complete the relevant fields for the record type.
5. Before clicking Save, click the pin icon to open the Quick Actions dialog.

In the Quick Actions configuration dialog:

• Enter a name for the action
• Choose a color
• Select an icon (optional)
• Choose an Action type:
  • Perform with one click – saves and creates the record automatically
  • Show dialog – displays the Add Record dialog before saving 

For records that should be identical across highlights, Perform with one click is useful. For records requiring variable data, Show dialog may be more appropriate.

Once saved:

• The Quick Actions toolbar appears 
• Users can reorder or delete Quick Actions from the toolbar

Note:
Quick Actions created in the document viewer do not apply to transcripts, and vice versa.

Example:
Create a Quick Action for a frequently used Note type so that each highlight automatically generates an identical Note with one click.

Apply a Quick Action

There are two ways to apply a Quick Action:

Option 1: Highlight First

1. Highlight the desired text.
2. Click the required Quick Action button.

Option 2: Select Action First

1. Click the Quick Action button to activate it.
2. Highlight the desired text.
3. Repeat highlighting additional text while the Quick Action remains selected.

If the action is set to Show dialog, the Add Record dialog appears and requires Save to be clicked.
If the action is set to Perform with one click, the record is automatically created without additional confirmation.

Example:
Apply the same Note Quick Action across multiple passages of a document by keeping the action selected and highlighting each passage in turn.

Manage Quick Actions

• Quick Actions are user‑specific and not shared with other users
• Users can:
  • Reorder actions in the toolbar
  • Delete actions from the toolbar
• Quick Actions cannot be edited
  • To change an action, delete it and create a new one

Related links

• How to view notes made on a document
• Creating a Task from Highlighted Text in a Document