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 older in the repository. The search can be executed only in the context of the selected stack. |
No. |
|
|
Finds 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. |
|
|
Finds 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. |
|
|
Creates a new folder in 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 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 you to set 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 the selected node. |
Yes. |
|
|
Cancels document edition. |
Yes. |
|
|
Adds a 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, 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 its children hierarchy occurs. Keep in 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. |
|
|
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, mail or record ). |
No. |
|
|
Refreshes the user interface. |
No. |
|
|
Goes to the home node. |
No. |
|
|
Goes to the last node visited. |
No. |
|
|
Manages the history of nodes visited. |
No. |
|
|
Goes to the next node visited. |
No. |
|
|
Applies a stamp on a document. This option is only available if you have enabled the Stamp feature. |
No. |
|
|
Displays an extended menu with custom options. This option is only available if you have enabled the Menu options feature. |
No. |
