Overview
The following icons and screen elements appear in this toolbar; however, their availability is subject to change based on your current selections, view settings, security permissions, window type, and other factors.
Screen Elements
Add Document
Enables you to select a document from your computer or a device attached to your computer to add to the selected project.
Add Options menu
Add Document: Enables you to select a document to add.
Add from content repository: Enables you to search, browse by folder, and select a document from the repository.
Copy from existing template: Enables you to search and select a template to copy as the basis for your new document.
Create new template: Enables you to browse and select a document template to store for future use.
Add Folder: Enables you to add a document folder to the repository and set its security policy.
Edit Details
Enables you to view and configure the details of the selected document.
View Document
Enables you to view the selected document.
View Options
Select from one of the following options in which to view the selected document:
- View: Displays the selected document in a separate window.
Download: Allows you to download the document to your computer. You must select a path for where the downloaded document will be saved.
Delete
Permanently deletes the selected items.
Check out
Enables you to put a lock on a content repository document while you work on it remotely. The document cannot be modified by other users until you check it in.
Check Out Options
- Check out: Enables you to specify where you want the document to be checked out to. Use
to browse for a location. Use the Open Document option to determine whether to open the document or just check it out. 
Check in: Enables you to select a document to be checked in. Use to browse for a document. Use the comments field to enter a comment to be associated with the document. The Format and Version Type fields are read-only. Click the Check In icon to keep your changes and check in the document or click cancel to close the dialog box without checking in the document.
Undo Check Out: Displays the Title, Version, and Path of the checked out document you want to revert back to its previous state. After confirming, if you decide to continue to undo the check out, any changes made to the selected document while it was checked out will be lost. Click Undo Check Out to continue or click Cancel to close the dialog and keep the document checked out.
Add to recent documents
Adds the selected document to the recent documents list.
Start Review
Enables you to specify the reviewers, type of review, and due date for a review.
Email
Enables you to send selected information about the current item to one or more recipients through email.
Customize Columns
Enables you to select the fields you want to display as columns in the current table.
Cut
Cuts the selected item.
Paste
Completes a Cut or Copy operation by inserting an item and its associated attributes into a supported location.
Search
Enables you to perform a search based on the value you enter in the search bar.