Folder
New Folder
Creates a subfolder in the current folder. For more information, see Creating a folder.
<Folder Types>
Any system administrator-defined folder types that can be created at the selected folder level are listed here. For more information, see Creating a folder.
<Project Definitions>
Any system administrator-defined project definitions that can be created at the selected folder level are listed here. For more information, see Creating a new project folder.
Add Document
Adds a new document in the current folder. The document can be created from a template residing in the vault or from a file you select to upload. For more information, see Uploading documents and Creating documents.
Add Multiple Documents*
Displays a dialog that can be used to upload multiple documents to the current folder in one operation. For more information, see Uploading documents and Creating documents.
Build report
Displays a page listing report definitions from which to select and build a report file. For more information, see Building a report.
Edit
Rename Folder
Renames the current folder.
Delete Folder
Renames the current folder.
Properties
Displays the folder’s property pages for editing.
Vault
Find
Displays the Find dialog. For more information, see Understanding Find Documents.
Find in this folder
Global Search
Displays the Global Search page. For more information, see Understanding Global Search.
NEW
Create 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 folder are listed here.
Download*
Downloads the content files for all documents residing in the selected folder.
Upload*
Uploads new content files to replace the content of all documents residing in the selected folder. For more information, see Uploading documents.
Lock*
Downloads the content files for all documents residing in the selected folder and lock the documents in the vault. For more information, see Locking and unlocking documents.
Unlock*
Uploads new content files to replace the content of all documents residing in the selected folder and unlock the documents in the vault. For more information, see Locking and unlocking documents.
Workflow
<Workflow Transitions>
The names of valid workflow transitions for the current status of all documents residing in the current folder are listed here. The names vary depending on the workflows assigned to the document type. For more information, see Working with document workflows.
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.