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Menu Bar

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Use the menu bar to access the basic features and functions of Docsvault. The main menu items are as follows:

 

 

Menu Bar

 

File Menu

This menu contains the basic commands of Docsvault. Most of the commands have corresponding tools in the Toolbars and on the right mouse button menu.

 

 

Open in New Tab

To open a new tab.

New cabinet /folder

To create a new cabinet or folder under Docsvault node

Check In

To check in to save the changes made in the document to Docsvault

Check Out

To check out a document for editing.

Undo Check Out

To discard the changes made in the checked out file

Import Docs

To import documents into a cabinet or folder

Scan Docs

To scan paper documents and directly store them in Docsvault

Route Docs

To route a document to another user or group of users.

Create Link

To create document-to-document relationships

Burn to CD/DVD

To export cabinets, folders and files to CD or DVD

Export To

To export documents, folders, or entire cabinets to any location on your computer or attach as  Email.

Print

To output the document directly to a printer or create PDF files from any application.

Close Tab

To close the opened tab.

Log Out

To log out  from Docsvault.

Exit

To terminate Docsvault.

 

 

Edit menu

This menu contains basic editing commands. Edit commands are also available from the icon Toolbar or the right mouse button menu.

Cut

To cut the current selected folders or files.

Copy

To copy the current selected folders or files

Paste

To paste the current cut/copied folders or files to the current position.

Delete

To delete the current selected folders or files to the clipboard.

Rename

To rename the files or folders.

Select All

To select the entire contents on the list view panel

Properties

To change the properties of the files or folders

 

 

View menu

 

This menu contains commands that allow users to customize and configure the display of Docsvault Explorer window.

 

Status Bar

To show or hide Status bar on the Docsvault Explorer window.

Toolbar

To show or hide Toolbar on the Docsvault Explorer window.

Image Preview

To show or hide Image Preview on the Docsvault Explorer window.

Right Panel

To show or hide Profile, Document Task and Notes view on the Docsvault Explorer window.

Arrange icon

To view folders and files by name, size, date and type.

Themes

To change the appearance of the Docsvault Explorer window.

Details

To change the view mode i.e Thumbnail or Detail view. It works like a toggle button.

Recycle Bin

To view, retrieve or empty folders and files deleted from Docsvault.

Version History

To view the version history of the files.

Customize Fields

To customize the display of folders and files for each tab.

Refresh

To regenerate the display of  folders and files on the Docsvault Explorer window.

 

 

Tools menu

 

This menu provide direct access to a variety of tools. It also provides access to the customize setting to suit your personal needs and preferences.

 

Tasks

To  set and view the tasks.

Search

To  set the criteria to search for files and folders in Docsvault.

Edit my profile

To  edit the profile of the local user.

Query Audit Trial

To  get the audit trail result for the selected criteria.

Options

To set defaults preference of Docsvault application for local user.

 

 

Help menu

 

The Help menu provides access to the help file and it also contains some useful links to Docsvault website.

 

Help

To  display the help file.

Docsvault on the web

To  link to Docsvault Website Home Page.

Activate Docsvault

To  get registration screen of Docsvault.

Give Feedback

To give a feedback to Docsvault Technical Department.

Report a Bug

To report a bug to Docsvault Technical Support Department.

About

To view  Docsvault Information screen.

 

 


 

 


Page url: http://www.docsvault.com/Online_Help/SB_Help/index.html?menu_bar.html