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A shortcut is a lightweight pointer you file into My Files. Instead of moving or duplicating something, you drop a link to it wherever it’s convenient: a folder for a matter, a project, or a client. Opening the shortcut takes you straight to the original. Shortcuts work like the ones on your computer’s desktop: renaming or deleting the shortcut never touches what it points at. You can make a shortcut to:
  • A report, dataset, file, interactive, or exhaustive search
  • A conversation
  • A legal provision or a whole legal code from the Library

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Add a shortcut

Look for the Add to My Files button (a folder-with-a-plus icon) on the item you want to file; it sits next to the share and bookmark controls on reports, files, datasets, interactives, and library content, and on each row in your Conversations list.
1

Click Add to My Files

Open the item and click the Add to My Files icon.
2

Choose where to file it

Pick the folder in My Files where the shortcut should live, then click Add shortcut here.
Choosing a folder for a new shortcut
The shortcut takes its name from the item it points at. If you file it into a folder that’s shared with others, Mesa offers to share the original item with the same people so the shortcut isn’t a dead end for them.

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Spot a shortcut

In My Files, a shortcut borrows the icon of whatever it points at but is clearly marked with a Shortcut badge and a small arrow on its icon. Double-click it to open the original.
A shortcut row inside a folder in My Files
A shortcut only points; it grants no access of its own. If the original is later deleted, or shared only with people who can’t see it, the shortcut says so instead of opening.

Files

Organize the folders your shortcuts live in.

Tagging files

Pull a saved item into a conversation instead of filing a shortcut.

Interactives

File a shortcut to an agent-built tool wherever you need it.
Last modified on July 17, 2026