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Menu Bar |
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Menu Bar |
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Menu Bar
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Menu Bar |
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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:
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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 |
Version History |
To view the version history of the files |
Route Document |
To route a document to another user or group of users |
Create Link |
To create document-to-document relationships |
Flag |
To flag a file to adds a visual reminder for follow ups |
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 |
Email To |
To sent email message, with an attachment using Docsvault quick email or default email client |
To output the document directly to a printer or create PDF files from any application. |
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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.
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 |
Bottom Panel |
To show or hide bottom panel displaying general, versions, related documents, security, audit trail and linked from information for any selected file or folder |
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. |
Customize Columns |
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 |
Recycle Bin |
To view, retrieve or empty folders and files deleted from Docsvault |
Templates |
To predefine multiple templates of folder and file structures and properties like security, allowed profiles and audit trial settings |
Email Alerts |
To set email message, with an attachment |
Customize Flags |
To customize flags for visual reminder |
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 |
Get Support Online |
To link to online support documents: Knowledgebase, Tutorials |
Docsvault Home |
To link to Docsvault Web Home page |
About |
To view Docsvault Information screen |
