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 in the repository. The search can be executed only on the context of the selected stack. |
No. |
|
Finds a document in the repository. The search is executed only on the context of the selected stack. |
No. |
|
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. |
|
Creates a new folder into the selected node of the navigator panel. |
No. |
|
Downloads the selected document in a browser panel. |
No. |
|
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. |
|
Locks the selected document in a browser panel. |
Yes. |
|
Unlocks the selected document in a browser panel. |
Yes. |
|
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. |
|
Edits a document ( check-out ). |
Yes. |
|
Uploads a new document version ( check-in ). |
No. |
|
Deletes selected node. |
Yes. |
|
Cancels document edition. |
Yes. |
|
Adds metadata group to the selected node. |
Yes |
|
Deletes the metadata group of the selected node. |
Yes. |
|
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. |
|
Unsubscribes to the selected node. |
No. |
|
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. |
|
Refreshes user interface. |
No. |
|
Goes to home node. |
No. |
|
Scanning. |
No. |
|
Bulk upload feature. This feature needs to have Java enabled in your browser. More information at Bulk Uploader. |
No. |
|
Restores default panels distribution. |
No. |
|
Closes navigator panel. |
No. |
|
Closes properties panel. |
No. |
|
Maximizes navigator panel. |
No. |
|
Maximizes browser panel. |
No. |
|
Maximizes properties panel. |
No. |
|
Executes a macro. This option is only available if you have enabled the Macros feature. |
No. |