Working with the toolbar
The toolbar section has the most common features like download documents, create new folders, edit or upload files among others. The toolbar is made up of buttons with the main functions that the user will most frequently use. As with the Menu bar, occasionally the buttons will appear greyed-out, meaning that they are not available.
The features described below are the default ones. Your toolbar can shows others not described here if you have OpenKM extensions enabled.
Massive column in the tables, indicates you can check several nodes at the same time in a browser panel to apply the same action.
Feature | Description | Massive |
---|---|---|
Find folder |
Find folder in the repository. The search can be executed only on the context of the selected stack. |
No. |
Find document |
Finds a document in the repository. The search is executed only on the context of the selected stack. |
No. |
Find similar document |
Finds similar document in the repository. The feature is based on search engine heuristic that based on contents of the selected document return similar documents. The search can be executed only on the context of the selected stack. This feature is only enabled when a document is selected in a Browser view. |
No. |
Create folder |
Creates a new folder into the selected node of the navigator panel. |
No. |
Download document |
Downloads the selected document in a browser panel. |
No. |
Download document as PDF |
Downloads the selected document in a browser panel in PDF format. The feature is enabled when it is possible to convert the document to PDF format. |
No. |
Lock |
Locks the selected document in a browser panel. |
Yes. |
Unlock |
Unlocks the selected document in a browser panel. |
Yes. |
Add document |
Uploads a new document into the selected node of the navigator panel. When the option "Import documents from ZIP" is checked you import the contents of a ZIP file respecting the hierarchy of the folder tree. If you have problems with filename encodings, please take a look at Client configuration. When the option "Notify to users" is checked you can send a mail notification to other application users. Optionally, based on Administration > Profiles configuration or Administration > Automation a wizard is shown. Wizard can require to you for setting metadata groups, categories or keywords. |
No. |
|
Prints the selected document in a browser panel. |
No. |
Edit |
Edits a document ( check-out ). |
Yes. |
Update |
Uploads a new document version ( check-in ). |
No. |
Delete |
Deletes selected node. |
Yes. |
Cancel edit |
Cancels document edition. |
Yes. |
Add metadata group |
Adds metadata group to the selected node. |
Yes |
Delete metadata group |
Deletes the metadata group of the selected node. |
Yes. |
Add subscription |
Subscribes to the selected node. You can subscribe to any node type ( document, folder or mail ). In case you are subscribed to a particular node of type folder, you'll be notified by mail when any change in that node and children hierarchy occurs. |
No. |
Remove subscription |
Unsubscribes to the selected node. |
No. |
Start workflow |
Starts a workflow on the selected node in a browser panel. You can start a workflow on any node type ( document, folder or mail ). |
No. |
Refresh |
Refreshes user interface. |
No. |
Home |
Goes to home node. |
No. |
Scan |
Scanning. |
No. |
Bulk upload |
Bulk upload feature. This feature needs to have Java enabled in your browser. More information at Bulk Uploader. |
No. |
By default |
Restores default panels distribution. |
No. |
Close tree |
Closes navigator panel. |
No. |
Close properties |
Closes properties panel. |
No. |
Expand tree |
Maximizes navigator panel. |
No. |
Expand explorer |
Maximizes browser panel. |
No. |
Expand properties |
Maximizes properties panel. |
No. |
Macro |
Executes a macro. This option is only available if you have enabled the Macros feature. |
No. |