Edit

Makes a copy of the document, creating a new document. Wizard pages are shown if available. For more information, see Copying a document.

Creates a derivative of a document. Wizard pages are shown if available. For more information, see Understanding the copy commands and Deriving a document.

Creates a replacement of the document. The original document is retired.For more information, see Understanding the copy commands and Replacing a document.

Renames the document. You are presented with a dialog to type the new name. For more information, see Replacing a document.

Deletes the document from the vault. For more information, see Deriving a document.

Vault

Displays the Find page. For more information, see Using Find.

Displays the Global Search page.

Selecting a saved search displays its search criteria for editing and execution. For more information, see Configuring a dynamic collection.

Any system administrator-defined custom commands that operate on a document are listed here.

Document

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

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

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

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.

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

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

Updates the thumbnail image for the selected document.

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

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

If work areas exist in the vault, displays a page listing work areas where the document can be assigned. For more information, see Assigning a document to a work area.

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

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

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

Workflow

The names of valid workflow transitions for the current status of the selected document are listed here. The names vary depending on the workflow assigned to the document type. For more information, see Routing a document in a workflow.

Miscellaneous

Opens the Preferences page where you can configure various options. For more information, see Setting personal preferences.

Logs off the current user and releases a license. For more information, see Logging off.