You can perform the following functions from the toolbar. Click the down arrow next to a button to view the options.
Button | Action |
|---|---|
New | Folder: Creates new folder or subfolder in the selected folder. Document > File: Uploads the file to the selected folder. Document > Empty Document: Creates an empty document in the selected folder. Business Process: Creates a new BP record with the selected documents attached. |
Open | Opens the selected folder or document (document opens in the native software application or AutoVue viewer, depending on the File Viewer option in your User Preferences). |
Find | Properties: Search for documents, folders, or shortcuts by information that is part of their properties, e.g., name, owner, etc. Content: Search by content, or keywords, within documents. |
Upload | Uploads files and folders from your local machine into the Document Manager. |
Download | Downloads files and folders to the local machine. |
Delete | Deletes the selected file or folder (moves it to Recycle Bin). |
Check Out | Allows you to check out documents for editing or markup. Check In: Check in documents (with changes). This automatically updates the documents Pub. No. Cancel Check Out: Cancel the check-out status without saving changes. |
Comments | Opens the File Comments window for the selected document. Add or view comments, markups, or attach another file to a document. |
Permissions | Configure user permissions for the selected document, folder or shortcut. |
Properties | View or add properties to the selected document, folder, or shortcut. |