BlueCielo TeamWork 2012 User's Guide | BlueCielo ECM Solutions

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Document menu details

The Document menu contains commands for working with a single document or a selection of documents. It is only visible when at least one document is selected.

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

Open

Opens the selected document in the application registered by Windows for the document’s file type. For more information, see Opening a document from within TeamWork.

Send to Email Recipient

Creates a new email message in the default email application with the selected documents as attachments. You can then type a message body, select recipients, and send the message. For more information, see Emailing documents.

Document Workflow

Displays a submenu listing the workflow transitions available for the selected document’s current status and document type. The available transitions will be a subset of those from the Quick Change, document type workflow workflow types, depending on the configuration of the vault and the selected document type. For more information, see Routing a document in a workflow.

Create New Version

Retires the selected document and creates a new document to replace it. For more information, see Replacing a document and Understanding the copy commands.

Unlock from Local Workspace

Unlocks a document that is locked in your Local Workspace. cleared if the selected document is not locked in your Local Workspace. For more information, see Locking and unlocking documents.

Sync Local Workspace

Synchronizes the selected document in your Local Workspace with the latest vault revision. For more information, see Manually synchronizing the Local Workspace.

Prepare for Offline Work

Prepares your Local Workspace for offline work by downloading the selected document. For more information, see Manually synchronizing the Local Workspace.

Add to Briefcase

Adds the selected document to an existing briefcase you select. For more information, see Adding documents to a briefcase.

Unlock from Briefcase

Unlocks the selected document from the briefcase to which it has been checked out. cleared if the selected document is not locked in a briefcase.

Synchronize

Displays a submenu of commands that exchange property and reference data between TeamWork properties and the selected document. Property data exchange requires configuration by a system administrator. For more information, see About the application links.

Change Document Type

Displays a list of document types in the current vault from which to select a new document type for the selected document. For more information, see Changing a document’s type.

Issue New File Name

Recalculates the file name of the selected document according to its document type. For more information, see Issuing a new file name.

Refresh Thumbnail

Regenerates the thumbnail image for the selected document.

View

Opens the selected document in a new resizable window using the viewer configured for the file type of the selected document.

Draft Print

Prints the selected document using the current viewer to a Windows printing device using the options you select. For more information, see Printing documents.

Print Preview

Works the same as Draft Print but displays the output in a new window instead of to a Windows printing device. For more information, see Printing documents.

Show Revisions

Displays a list of the revisions of the selected document contained in the vault. For more information, see Viewing prior revisions.

Compare

Executes the Compare command for two selected documents. cleared when only one document is selected. For more information, see Comparing documents.

Build Report

Displays a list of available report definitions from which to build a report containing information about the selected documents. cleared if no report definitions exist. For more information, see Building a report.

Delete

Deletes the selected document. Deleted documents may be undeleted by selecting Undelete on the parent Folder menu or shortcut menu. For more information, see Deleting and undeleting documents and folders.

Add to My Search Results

Adds the selected documents to your My Search Results static collection. For more information, see Creating and editing a collection.

Add to Collection

Adds the selected documents to an existing static collection you select. cleared if no static collections exist. For more information, see Creating and editing a collection.

Remove from Collection

Removes the selected documents from the current collection. This command is only visible when viewing a static collection that contains the selected document. For more information, see Creating and editing a collection.

Show References

Displays the selected document’s references to other documents in the vault. Equivalent to clicking the Show Referenced Documents button . For more information, see Viewing references.

Create Reference

Creates a reference to another document you select, using an available reference type. cleared if no manual reference types exist. For more information, see Creating a reference.

Show Assembly Structure

Opens the assembly structure viewing window showing other documents that the selected document references in the assembly. For more information, see Using the Reference Explorer.

Show Where Used

Opens the assembly structure viewing window showing other documents that reference the selected document in an assembly. For more information, see Using the Reference Explorer.

Show Derivatives

Opens the assembly structure viewing window showing other documents that have been derived from the selected document. For more information, see Using the Reference Explorer.

Properties

Displays the property pages of the selected document in a new resizable window. Useful if the property page pane is cleared. For more information, see Viewing and editing properties.

Note    Your ability to access and run any command depends on your security role memberships and the current scope.

Related information

Vault menu details

Edit menu details

View menu details

Folder menu details

Tools menu details

Help menu details

Main toolbar details

Find toolbar details

Manager toolbar details

Scope toolbar details


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