Working in 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.

FeatureDescriptionMassive

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 mail

Finds mail in the repository.

The search is executed only on the context of the selected stack.

No.

Find record

Finds record in the repository.

The search can be 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.

Print

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, mail or record ). In case you are subscribed to a particular node of type folder or record, you'll be notified by mail when any change in that node and children hierarchy occurs. Keep on mind that in order to receive these mail notifications you have to configure which events you want to be notified in the user profile. See Profile Notification tab for more info.

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, mail or record ).

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.

 Previous node

Goes to the last node visited.

No.

 History

Manages history of nodes visited.

No.

 Next node

Goes to the next node visited.

No.

 Stamp

Applies a stamp on a document.

This option is only available if you have enabled the Stamp feature.

No.

 Macro

Executes a macro.

This option is only available if you have enabled the Macros feature.

No.

 Menu options

Displays an extended menu with custom options.

This option is only available if you have enabled the Menu options feature.

No.