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Thereforeā„¢ Help

The ribbon menus provide access to the main program functions. Double clicking on the Home tab will collapse the menu but it can still be accessed via a single mouse click.  A second double-click will restore it to its original state.

WCM_R_RibbonMenus_Home_001

 

Previous Case

Move to the previous case in the currently active hit-list.

 

Next Case

Move to the next case in the currently active hit-list.

 

Quick-search

A full-text search can be performed by entering a search string. By default all full-text enabled categories will be searched and stemming is active. These settings can be changed under Advanced Search and stemming can be deactivated by default under Thereforeā„¢ Navigator Options.

 

Document Content

If checked, the document content will be displayed in the hit-list.

 

Index Data

If checked, the index data will be displayed in the hit-list.

 

Advanced Search

Open the search dialog for full-text search.

 

Case Header

Open the case header dialog for the case and modify the header data.

 

New Document

Add new documents to the case.

 

Delete Documents

Remove the selected documents from the case and move them to your Recycle Bin.

 

Templates

Create a new document from a template.

 

Display

Change the hit-list view mode.

 

Refresh Hit-list

Refresh the results for the current hit-list.

 

Print Hit-list

Prints the current hit-list.  

 

Copy Hit-list

Copies the currently selected documents from the hit-list to the clipboard.

 

View

Open the selected documents.

 

Index Data

Edit the index data of one or multiple documents.

 

Export

The selected documents can be exported to a file system. By clicking on the arrow the menu item is expanded to include a Send option which allows the document(s) to be sent via email.

 

Security

Set permissions for the selected document.

 

History

Display the document history for the selected document.

 

New Task

Start a new task for this case.

 

Start Workflow

Start a new workflow for this case.

 

Link to...

Link this case to workflow tasks assigned to you