Working with the toolbar
The toolbar section has the most common features like downloading documents, creating new folders, editing or uploading 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 show others not described here if you have OpenKM extensions enabled.
A 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 the folder in the repository. The search can be executed only in the context of the selected stack. |
No. |
|
|
Find a document in the repository. The search is executed only in the context of the selected stack. |
No. |
|
|
Find mail in the repository. The search is executed only in the context of the selected stack. |
No. |
|
|
Find a record in the repository. The search can be executed only in the context of the selected stack. |
No. |
|
|
Find a similar document in the repository. The feature is based on a search engine heuristic that, based on the contents of the selected document, returns similar documents. The search can be executed only in the context of the selected stack. This feature is only enabled when a document is selected in a Browser view. |
No. |
|
|
Create a new folder in the selected node of the navigator panel. |
No. |
|
|
Download the selected document in a browser panel. |
No. |
|
|
Download 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 the selected document in a browser panel. |
Yes. |
|
|
Unlock the selected document in a browser panel. |
Yes. |
|
|
Upload a new document to 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 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. The wizard can require you to set metadata groups, categories, or keywords. |
No. |
|
|
Print the selected document in a browser panel. |
No. |
|
|
Edit a document (check-out). |
Yes. |
|
|
Upload a new document version (check-in). |
No. |
|
|
Delete the selected node. |
Yes. |
|
|
Cancel document editing. |
Yes. |
|
|
Add a metadata group to the selected node. |
Yes. |
|
|
Delete the metadata group of the selected node. |
Yes. |
|
|
Subscribe to the selected node. You can subscribe to any node type ( document, folder, mail, or record ). If you subscribe to a particular node of type folder or record, you'll be notified by email when any change in that node or its children's hierarchy occurs. Keep in mind that, in order to receive these email notifications, you have to configure which events you want to be notified about in the user profile. See Profile Notification tab for more info. |
No. |
|
|
Unsubscribe from the selected node. |
No. |
|
|
Start 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 the user interface. |
No. |
|
|
Go to the home node. |
No. |
|
|
Go to the last node visited. |
No. |
|
|
Manage the history of nodes visited. |
No. |
|
|
Go to the next node visited. |
No. |
|
|
Apply a stamp to a document. This option is only available if you have enabled the Stamp feature. |
No. |
|
|
Display an extended menu with custom options. This option is only available if you have enabled the Menu options feature. |
No. |
