Working with the toolbar

Caution

OpenKM 7.1 comes with two user interfaces, called “classic” and “kcenter”. Although both are functionally very similar, the layout and the way they are used may have significant differences. This page is based on the “classic” user interface. If you are using the “kcenter” user interface and are unsure how to access any of these features, please create a ticket in the support website.

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 may show others not described here if you have OpenKM extensions enabled.

Tip

The Massive column in the tables indicates that you can select several nodes at the same time in a browser panel to apply the same action.

Feature	Description	Massive
Find folder	Finds a 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	Finds mail in the repository. The search is executed only in the context of the selected stack.	No.
Find record	Finds a record in the repository. The search can be executed only in the context of the selected stack.	No.
Find similar document	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.
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 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 to users” is checked, you can send an email 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	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 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 email when any change in that node or its children 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.
Remove subscription	Unsubscribes from 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 the user interface.	No.
Home	Goes to the home node.	No.
Scan	Performs a scan.	No.
Bulk upload	Bulk upload feature. This feature requires Java to be enabled in your browser. More information at Bulk Uploader.	No.
By default	Restores the default panel distribution.	No.
Close tree	Closes the navigator panel.	No.
Close properties	Closes the properties panel.	No.
Expand tree	Maximizes the navigator panel.	No.
Expand explorer	Maximizes the browser panel.	No.
Expand properties	Maximizes the 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 to 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.