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

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	Find the folder in the repository. The search can be executed only in the context of the selected stack.	No.
Find document	Find 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.
Find similar document	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 folder	Create a new folder in the selected node of the navigator panel.	No.
Download document	Download the selected document in a browser panel.	No.
Download document as PDF	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	Lock the selected document in a browser panel.	Yes.
Unlock	Unlock the selected document in a browser panel.	Yes.
Add document	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	Print the selected document in a browser panel.	No.
Edit	Edit a document (check-out).	Yes.
Update	Upload a new document version (check-in).	No.
Delete	Delete the selected node.	Yes.
Cancel edit	Cancel document editing.	Yes.
Add metadata group	Add a metadata group to the selected node.	Yes.
Delete metadata group	Delete the metadata group of the selected node.	Yes.
Add subscription	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.
Remove subscription	Unsubscribe from the selected node.	No.
Start workflow	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	Refresh the user interface.	No.
Home	Go to the home node.	No.
Previous node	Go to the last node visited.	No.
History	Manage the history of nodes visited.	No.
Next node	Go to the next node visited.	No.
Stamp	Apply a stamp to a document. This option is only available if you have enabled the Stamp feature.	No.
Menu options	Display an extended menu with custom options. This option is only available if you have enabled the Menu options feature.	No.