Using document commands

BlueCielo Project Portal 2017 User's Guide

You are here:

Using document commands

The ribbon for document property pages contains icons that perform actions on the selected document. Visibility of the icons depends on your access rights to the document.

To run a document command:

Open the document's property page as described in Viewing and editing document properties.
In the ribbon, click the icon of the command that you want to run.

The following table lists all of the potential document commands.

Document commands
Command	Description
Files
Attach>Add files	Opens a file dialog with which you can select files on your computer to upload to the document.
Attach>Add files from template	Opens a view for selecting a file template to add to the document.
Attach>Add/Edit text file	Opens a simple text editor for editing the currently attached text and HTML files or for adding a new text or HTML file to the document.
Attach>Add URL	Adds a web page link (URL) to the document.
Remove	Deletes selected attached files and URLs.
Document
Edit	Click to edit the document properties.
Delete	Deletes the document and its attached files and URLs as described in Deleting documents.
Lock	Locks the document as described in Locking and unlocking documents.
Change status	Changes the status of the document.
New version	Creates a new version of the selected document.
Version history	Lists the actions that have been performed on the active version of the document.
History	Lists the actions that have been performed on all versions of the document.
Create subdocument	Creates a subdocument as described in Creating subdocuments.
Clipboard
Show	Shows the Clipboard contents.
Set	Clears the Clipboard and adds the selected document to the Clipboard.
Append	Adds the selected document to the Clipboard without clearing the Clipboard contents.
Paste Link	Links the Clipboard contents to the selected document.
Paste Move	Moves the Clipboard contents to the selected location.
Paste Copy	Adds copies of the Clipboard contents to the selected location.
Collaboration
Send	Sends the document to other Project Portal users or groups by email. This command is only visible if you have specified an email address as described in Changing personal properties.
Subscribe	Subscribes you to the folder to receive change notifications as described in Subscribing to and unsubscribing from items.
Add comment	Adds a new comment to the document.
View comments	Shows the comments that have been added to the document. This command is only available if comments have been added to this document.
Access
List profiles	Opens a new page that shows the active access control profile assigned to the document and the rights for each group.
List roles	Shows the list of roles defined in the workspace.
Edit role access	Click to add or remove role access rights to the document.