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Action Menu |
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Below is a list of the possible actions a user can take, from the menu on the right side of the screen as they browse the Repository.
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Add Case Opens the "Create New Case" dialogue box. |
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Add New Document Navigates to the "New document" page. |
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Bookmark Bookmarks the current selected document. |
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Claim Instance Claim a workflow instance that is pending action. |
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Comments Opens the comments section for the document/workflow instance. Given adequate permissions, the user may read, edit or add comments. |
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Create Task Opens the "Create task" dialogue box. |
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Delete Document/ File/ Instance Deletes the selected document, file, or workflow instance from Therefore™. |
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Delegate Instance Delegate a workflow instance to a different Therefore™ user. |
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Document History Shows a history of changes to the document, and which user made those changes. |
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Download Opens the Download dialogue box. Allows the user to download the contents of the document and select the available file type. |
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Edit Case Header Opens the "Edit case header" dialogue box. |
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Linked objects Lists the number of linked objects to the document. Clicking will display which objects are linked. |
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Open Case / Document Opens the current selected Case/Document. |
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Open in new tab Opens the current selected Case/Document in a new web browser tab. |
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Opens the Printing dialogue box. Allows the user to print files attached to the document. |
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Save Saves the current document to Therefore™. |
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Share Create a link to share Therefore™ documents with other users or with external people. This functionality works the same way as in the Therefore™ Navigator: |
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Show Index Data Displays index data for the current document. |
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Start Workflow Starts a Workflow process for the current document |
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Unclaim Instance Removes claim from current workflow instance. |
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Workflow History Opens a dialog window listing a history of events relating to the workflow. |
