Actions Links

Actions that you can only perform on a single selected item are available from the Actions drop-down menu, to the right of each item. This includes the Delete, More and RM Actions menus. You do not need to select the check box next to a single item you want to work with. You can simply click the Actions drop-down for the required item and select the option. The following actions are available for DM documents:

  • View

  • View HTML – This appears only for documents.

  • Open – This appears only for documents when eDOCS Web Helper is installed.

  • Profile

  • Make Read-Only/Remove Read-Only

  • Check-Out/Check-In/ or Lock/Unlock – What appears depends on the item type and its status. A document will have the options Check-Out or Check-In. A folder will have the options Lock or Unlock.

  • History

  • Where Used

  • Add Items – This appears only for folders and workspaces.

  • Quick Searches – This appears only for workspaces.

  • URL – This appears only for workspaces.

  • Search Within – This appears only for folders and workspaces.

  • Delete drop-down menu – Click Delete to select one of the following:

    • Delete

    • Queue for Deletion

    • Delete Content

  • More drop-down menu – This appears only for documents and folders. Options in this menu are enabled or disabled based on your permissions. Click More to select one of the following:

    • Copy

    • Versions – This appears only for documents.

    • Attachments – This appears only for documents.

    • Add to Workspace

    • Add to Folder

    • Related Items

  • RM Actions drop-down menu – This appears only when RM is installed on both the server and your client and is enabled. Click RM Actions to select one of the following:

    • Put in Box – This appears only for files or file parts.

    • Remove from Box – This appears only for files or file parts.

    • Loan – This appears only for files or file parts.

    • Return – This appears only for files or file parts.

    • Supersede – This appears only for records.

    • Close File Part – This appears only for file parts.

    • Change Vital Status – This appears only for file part contents.

    • Change Vital Review Date – This appears only for file part contents.

    • Change File Part – This appears only for file part contents.

    • Assign Disposal Instructions – This appears only for file part contents.

    • Suspend

    • Release

    • Request – This appears only for files or file parts.

    • Cancel Request – This appears only for files or file parts.

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