Your options

Where to find your app bar options.

Search for a document or object by entering your search criteria and choosing the search scope, if it’s available.

Where to find your menu bar options.

The Dashboard is your starting point to quickly find documents that:

• you have recently worked on or
• you are currently editing.

The top-level Global folder contains shared global content for your organisation. Content is displayed in hierarchical folders.

You can browse the contents within the global hierarchy using the folder structure displayed in the Navigation pane. Select an object in the Navigation pane to display its contents in the Content pane.

The My home folder contains your work-related and personal documents. The content stored in the My home folder is only accessible to you. It also contains your Special folders, i.e., Alert, Handy, Exchange Links and Offline.

The contents of your Handy folder where you have saved frequently used objects for quick and easy access.

A list of your tasks as well as the option to start workflows.

A list of queries that have recently been run as well as options to create new queries.

On a computer / tablet:

• Select to expand the menu bar so that the icons and descriptive text are displayed.
• Select to collapse the options so that only the icons are displayed hiding the descriptive text.

On a mobile phone:

• Tap to display the menu bar.
• Tap to close the menu bar.

When a menu bar option is selected, the icon is highlighted.

How to access your toolbar options.

Email a reference to a selected object.

Opens a dialog box that lets you:

• Create aliases for selected objects.
• Copy a selected object from its current location to the same or another location.
• Move a selected object from its current location and to another location.

Delete a selected object.

This option may not be enabled if you don’t have privileges to delete objects within a folder or file, or if a selected object has corporate value.

Refresh your page.

Update the current list with the most recent changes.

How to access more options.

On a computer / tablet, select to close the listed action.

On a mobile phone, once an action is selected, the other options are no longer displayed.

Upload documents to the selected location.

Create a new object:

• folder
• file request
• electronic object
• internet link.

Select located in the top right of the Summary section of the Details page, then Add to handy to create a personal shortcut to the object which will then be available from your Handy folder.

You can also select on an object card, then More actions > Add to handy.

Select located in the top right of the Summary section of the Details page, then Link to exchange to create an Exchange Link.

You can also select on an object card, then More actions > Link to exchange.

This is only available at the folder level.

Select located in the top right of the Summary section of the Details page, then Start workflow.

You can also select on an object card, then Start workflow.

This is only available for case objects that have been configured to start a workflow.

Select located in the top right of the Summary section of the Details page, then Edit a new version to download a new version of the document for editing in the original application.

It is also available in the Summary section itself.

You can also select on an object card, then Edit new version.

This is only available for files / documents.

Select located in the top right of the Summary section of the Details page, then Release from edit to release a document that you have finished editing.

You can also select on an object card, then Release from edit.

Only available for files / documents.

Select located in the top right of the Summary section of the Details page, then Publish to publish a draft document or an aliased document.

You can also select on an object card, then Publish.

Only available for files / documents.

Select located in the top right of the Summary section of the Details page, then Upload new version to upload a new version of an existing document.

You can also select from the object card, then Upload new version.

Only available for files / documents.

Select Go to folder in the Summary section of the Details page.

Only available at the folder level.

Select Go to file in the Summary section of the Details page.

Only available for files and file parts.

Select Open in the Summary section of the Details page to view the object in read-only mode in the application it was created.

You can also select from the object card, then Open.

This option is only available if you have Objective Director installed.

Select Download in the Summary section of the Details page to download the object to the Downloads folder of your desktop or device.

You can also select from the object card, then Download.

Only available for files / documents.

Select Open link on the Summary section of the object's Details page.

You can also update the internet link by editing the Internet link section.

Select Create from template on the Summary section of the template's Details page.

Select Restore and edit on the Summary section of an object version's Details page.

Select in the top right-hand corner of the General or Security Settings sections of the Details page to make changes to any fields that are available for editing.

Once you have made your changes to any or all of the editable fields, select:

• to accept and save your changes and exit edit mode.
• to discard your changes and exit edit mode.

Select .

Select .

Select the listed parent in the General section to go directly to that folder from the Details page.

Select Go to document in the Summary section of the Details page of a specific document version.

Select Go to original object in the Summary section of the Details page of an alias.

Select located in the top right of the Summary section of the Details page, then Add note.

Select located in the top right of the Summary section of the Details page of an object containing a note, then Delete note.

Select located in the top right of the Summary section of the Details page, then Rename.

Select located in the top right of the Summary section of the Details page, then More actions > Request custody or More actions > Transfer custody.

Enter search criteria in the Search textbox on the app bar. If your organisation has a search scope enabled and it’s available, select a scope to limit your search, if needed.

Query object metadata and/or full object text depending on the query option you choose.

Select an option from the drop-down list of to sort your current displayed list of items by:

• Name (A-Z) name in alphabetical order
• Name (Z-A) name in reverse alphabetical order
• Created date (newest first)
• Modified date (newest first).

The sort ordered is remembered on your local device, even after you log out. It's only changed when you select a different sort option.