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BlueCielo Meridian Enterprise 2013 User's Guide | BlueCielo ECM Solutions |
The Selection shortcut menu contains commands for working with a selection (batch) of documents. It is only visible when at least one document is selected. To make a selection of documents, select check boxes on the left side of the navigation view. In any navigation view, right-click a selection of documents to display the Selection shortcut menu.
Note To display the Selection shortcut menu, you must not right-click a document or folder name; otherwise the Document or Folder shortcut menu will appear instead. In other words, right-click when the pointer is an arrow instead of a hand .
The following table briefly describes each command on the Selection shortcut menu. Refer to topics elsewhere in this guide for details.
Command | Description |
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Clear Selection |
Clears the active selection of documents. |
Vault |
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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 Documents1 |
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. |
<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 administrator-defined custom commands that operate on a selection of documents. |
NEW Add to Collection |
Adds the selected documents to an existing collection that you select. |
Download Selected1 |
Downloads the latest revisions of the selected documents. |
Compare |
Compares the selected documents in the viewer as described in Comparing documents. |
Delete |
Deletes the selected documents from the vault. For more information, see Deleting and undeleting documents and folders. |
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. |
Build Report |
Displays a page listing report definitions from which to select and build a report file based on the selected documents.For more information, see Building a report. |
Workflow |
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<Workflow Transitions>1 |
The names of valid workflow transitions for the current status of the selected documents are listed here. The names vary depending on the workflow assigned to the document type. For more information, see Working with document workflows. |
<Work Area Transitions> |
The names of valid work area transitions for the current status of the work area are listed here. The names vary depending on the workflow configured for the work area. For more information, see Working with work areas. |
Miscellaneous |
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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. |
Notes
Related concepts
Understanding the shortcut menus
Related tasks
Working with document workflows
Sending document shortcuts from Web Access
Related information
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