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.

 

Caution

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

Tip

A massive column in the tables indicates that you can check several nodes at the same time in a browser panel to apply the same action.

Feature	Description	Massive
Find folder	Find the folder in the repository. The search can be executed only in the context of the selected stack.	No.
Find document	Finds a document in the repository. The search is executed only in the context of the selected stack.	No.
Find mail	Find mail in the repository. The search is executed only in the context of the selected stack.	No.
Find record	Find a record in the repository. The search can be executed only in the context of the selected stack.	No.
Create folder	Creates a new folder in 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 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.
Edit	Edits a document (check-out).	Yes.
Update	Uploads a new document version (check-in).	No.
Delete	Deletes the selected node.	Yes.
Cancel edit	Cancels document editing.	Yes.
Add metadata group	Adds a 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). If you are subscribed to a particular node of type folder or record, you’ll be notified by mail when any change to that node or its child hierarchy occurs. Keep in mind that, in order to receive these mail notifications, you have to configure which events you want to be notified of in the user profile. See Profile Notification tab for more information.	No.
Remove subscription	Unsubscribes from the selected node.	No.
Refresh	Refreshes the user interface.	No.
Home	Goes to the home node.	No.
Previous node	Goes to the last node visited.	No.
History	Manages the history of nodes visited.	No.
Next node	Goes to the next node visited.	No.