Document shortcut menu details

The Document menu contains commands for working with one document. It is only visible when a document is selected. In any navigation view, right-click a document name to display the Document shortcut menu.

The following table briefly describes each command on the Document menu. Refer to topics elsewhere in this guide for details.

Document menu commands
Command	Description
Document
Open	Downloads the selected document and opens it in the registered Windows application. This command overrides the Prompt before download and Open it in application settings but complies with the other settings described in Document transfer options details.
Download Document	Downloads the latest revision of the document to your Local Workspace. For more information, see About local workspaces.
Download Rendition	Downloads the rendition of the latest revision of the document to your Local Workspace. For more information, see About local workspaces.
Replace Content	Uploads a new file to replace the content of the selected document. For more information, see Uploading documents.
Show Document	Opens the document content or a rendition in the viewer. Which version is opened by default is determined by the View renditions option described in Setting personal preferences. You may then switch to the other version by clicking Show Document or Show Rendition in the viewer window. Where the viewer opens by default is determined by the View documents in a separate browser window option as described in Setting personal preferences.
Compare	Compares the selected documents in the viewer as described in Comparing documents.
Show Revisions	Shows a list of all the revisions of the document that reside in the vault. For more information, see Viewing prior revisions.
Show References	Shows all incoming and outgoing references. For more information, see Viewing references.
Create References	Create new references to or from the selected document. For more information, see Creating a reference.
Update Thumbnail	Updates the thumbnail image for the selected document.
Unlock Rendition	Unlocks the rendition for the selected document. For more information, see Unlocking renditions.
Update Rendition	Updates the rendition for the selected document. For more information, see Updating renditions.
Modify Revision Number	Allows you to manually modify the revision number of the document. For more information, see Changing the revision number of an existing document.
Change Document Type	Changes the document type of the document. For more information, see Changing a document’s type.
Issue New File Name	Issues a new document name based on the naming convention configured for the document type. For more information, see Issuing a new file name.

Document menu commands

Command

Description

Document

Open

Downloads the selected document and opens it in the registered Windows application. This command overrides the Prompt before download and Open it in application settings but complies with the other settings described in Document transfer options details.

Download Document

Downloads the latest revision of the document to your Local Workspace. For more information, see About local workspaces.

Download Rendition

Downloads the rendition of the latest revision of the document to your Local Workspace. For more information, see About local workspaces.

Replace Content

Uploads a new file to replace the content of the selected document. For more information, see Uploading documents.

Show Document

Opens the document content or a rendition in the viewer. Which version is opened by default is determined by the View renditions option described in Setting personal preferences. You may then switch to the other version by clicking Show Document or Show Rendition in the viewer window. Where the viewer opens by default is determined by the View documents in a separate browser window option as described in Setting personal preferences.

Compare

Compares the selected documents in the viewer as described in Comparing documents.

Show Revisions

Shows a list of all the revisions of the document that reside in the vault. For more information, see Viewing prior revisions.

Show References

Shows all incoming and outgoing references. For more information, see Viewing references.

Create References

Create new references to or from the selected document. For more information, see Creating a reference.

Update Thumbnail

Updates the thumbnail image for the selected document.

Unlock Rendition

Unlocks the rendition for the selected document. For more information, see Unlocking renditions.

Update Rendition

Updates the rendition for the selected document. For more information, see Updating renditions.

Modify Revision Number

Allows you to manually modify the revision number of the document. For more information, see Changing the revision number of an existing document.

Change Document Type

Changes the document type of the document. For more information, see Changing a document’s type.

Issue New File Name

Issues a new document name based on the naming convention configured for the document type. For more information, see Issuing a new file name.

Note The commands in this menu are context-sensitive, meaning their visibility depends on the current workflow state of the selected document and your security privileges.

Related concepts

About Web Access

Understanding the menus

About read only Web Access

Related tasks

Opening a vault

Navigating to a document

Finding documents

Showing master and project copies

Creating a folder

Creating documents

Downloading documents