Private Documents Toolbar

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 wind
  • ""Download: Allows you to download the document to your computer. You must select a path for where the downloaded document will be saved.

"" Assign to Project

Enables you to reassign the selected document to a project.

"" 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: Displays a dialog box to enter a location for where you want the document to be checked out to. Use "" to browse for a location. Use the Open Document option to determine whether or not to open the document or just check it out.
  • ""Check in: Displays a dialog box 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 button 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 a read-only dialog box displaying the Title, Version, and Path of the selected checked out document. If you continue to undo the check out, any changes made to the selected document will be lost. Click Undo Check Out to continue or click Cancel to close the dialog and keep the document checked out.

"" Cut

Cuts the selected item.

"" Move Options

  • "" Cut: Cuts the selected item and applicable attributes to the temporary clipboard, removing it from its current location.
  • "" Paste: Inserts an item into a new location that has been cut from its previous location.

""Search

Enables you to perform a search based on the value you enter in the search bar.

"" Search Options

  • ""Search: Displays options for finding a specific matching entry based on criteria.
  • Clear Search Results: Removes the options based from your entered criteria to display all possible entries.