BlueCielo Meridian Enterprise 2013 User's Guide | BlueCielo ECM Solutions

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Document shortcut menu details

The Document shortcut 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. Each section of the shortcut menu appears as a separate menu in the menu bar when a document is selected.

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

Document shortcut menu commands
Command Description

Edit

Copy

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

Derive

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

Replace

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

Rename

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

Delete

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

Vault

Find

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

Global Search

Displays the Global Search page.

NEW  

Create Collection

Creates a new empty collection.

<Public Collections>

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

<Custom Commands>

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

Document

Download Document

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

NEW  

Download Rendition

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

NEW  

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.

Update Thumbnail

Updates the thumbnail image for the selected document.

NEW  

Unlock Rendition

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

NEW  

Update Rendition

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

Assign to Work Area

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.

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.

Workflow

<Workflow Transitions>

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

Preferences

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

Log Off

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

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 shortcut menus

About read only Web Access

Related tasks

Opening a vault

Navigating to a document

Finding documents

Creating a folder

Creating documents

Downloading documents

Uploading documents

Working with document workflows

Building a report

Working with work areas

Working with references

Working with hybrid documents

Setting personal preferences

Sending document shortcuts from Web Access

Logging off

Related information

Folder shortcut menu details

Selection shortcut menu details


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