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.

 

Caution

The features described below are the default ones. Your toolbar can shows others not described here if you have OpenKM extensions enabled.

Tip

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 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.