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BlueCielo TeamWork 2012 User's Guide | BlueCielo ECM Solutions |
The Folder menu contains commands for working with a single folder or a selection of folders. It is only visible when at least one folder is selected.
The following table briefly describes each command on the Folder menu. Refer to topics elsewhere in this guide for details.
Command | Description |
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Document Workflow |
Displays a submenu listing the workflow transitions available for the documents contained within the selected folder. The available transitions will be a subset of those from the Quick Change and document type workflow types, depending on the configuration of the vault and the selected document type. For more information, see Routing a document in a workflow. |
Unlock from Workspace |
Unlocks all documents contained within the selected folder that are locked in your local workspace. For more information, see Locking and unlocking documents. |
Sync Local Workspace |
Synchronizes all documents contained within the selected folder to your local workspace with the latest vault revisions. For more information, see Manually synchronizing the Local Workspace. |
Prepare for Offline Work |
Prepares your Local Workspace for offline work by downloading the folder and all the documents it contains. For more information, see Manually synchronizing the Local Workspace. |
Add to Briefcase |
Adds the documents contained within the selected folder to an existing briefcase you select. For more information, see Adding documents to a briefcase. |
Import Briefcase |
Imports the documents contained within an existing briefcase you select into the current folder. For more information, see Importing documents from a briefcase. |
Change Document Type |
Displays a list of document types in the current vault from which to select a new document type for all documents contained in the selected folder. For more information, see Changing a document’s type. |
Issue New File Name |
Recalculates the file names of all documents contained in the selected folder according to their document types. For more information, see Issuing a new file name. |
Refresh Thumbnail |
Regenerates the thumbnail images for all documents contained in the selected folder. |
Build Report |
Displays a list of available report definitions from which to build a report containing information about all documents contained in the selected folder. cleared if no report definitions exist. For more information, see Building a report. |
Assign Roles |
Displays a list of role assignments for the current folder. Users with the Assign Roles privilege may change the Inherit from parent folder option and assign roles to groups and other users with respect to this folder and all its subfolders. For more information, see Assigning roles to a folder. |
Properties |
Displays the property pages of the selected folder 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.
Related information
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