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New Search
A new category search or cross category search can be started.
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. This can be changed under Advanced Search.
Document Content
If checked, the document content will be searched for the search string.
Index Data
If checked, the index data will be searched for the search string.
Advanced Search
The full-text search dialog will be opened.
Change the hit-list view between Details or Images mode (default is details mode).
Refresh Hit-List
The last search, for the current tab will be re-run and the search results refreshed.
Search Hit-List
Perform a full-text search on all documents in the hit-list.
Print Hit-List
Prints the entire hit-list.
Copy Hit-List
Copies the currently selected items from the hit-list to the clipboard. Not supported in Images display mode.
Forms
Users with permissions can open saved document templates under My Drafts or open an eForm.
View
Opens the selected document(s) in Viewer.
Prints the selected document(s) directly to the default printer.
Index Data
Edit the index data of one or multiple selected documents.
Export
The selected document(s) 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.
Links
Opens the Linked Objects dialog and shows all objects that the selected document is linked to.
Security
Opens the security dialog for setting permissions for the selected document/case.
History
Displays the document history for the selected document.
Delete
Delete the selected document(s).
New Task
Opens the New Task dialog from where the user can create new tasks and assign these to other users.
Start a new workflow instance for the selected document(s). A list of workflows linked to this category will be displayed and the user can choose one of these.
Link To
Displays a dialog with all accessible workflow instances. The Link button allows the document to be linked to a selected workflow instance.
