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This chapter provides information on the administrative tasks that may be performed in Browse Documents:
Note: Most administrative tasks are performed in Administration. For user-level information about working in Browse Documents, see the KnowledgeTree User Manual.
 The Folder Actions Menu
The Actions on this folder menu displays in the folder view in Browse Documents and contains a permissions-based list of options, including:
| • | Upload Document - adds a new document to KnowledgeTree, to the currently selected folder. |
| • | Add a Folder - adds a new folder to KnowledgeTree, within a currently selected folder. |
| • | Add a Shortcut - adds a shortcut to a folder or document from your current folder location |
| • | Allocate Roles - adds users or groups to a predefined role for the purpose of giving the permissions of the role to these users and/or groups on a currently selected folder |
| • | Bulk Download - downloads all content in a currently selected folder, in a zipped folder, to your local computer, and displays the path and size of each document |
| • | Bulk Upload - uploads a zipped file from your local computer or network into the currently selected folder in the repository |
| • | Import from Server Location - uploads all content from a defined server location to the currently selected folder in the repository. You may define the following metadata information on this content during the import action: document type (and add values for each field associated with the selected document type), tag clouds, category, media type (e.g. audio, image, text, video), and add values for any generic fields created for your repository ('generic' fields are applicable on all document types, e.g. document author). |
| • | Permissions - allows you to view or modify permissions on the currently selected folder |
| • | RSS - generates a link for the currently selected folder. Copy the link into your RSS aggregator to create a feed to the currently selected folder. |
| • | Rename - allows you to rename a currently selected folder |
| • | Usage Information - generates reports on content in a currently selected folder: view activity per user on the folder, view general activity reports, or view a summary of documents in the folder, by workflow and by document type. |
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The Document Actions Menu
The Document Actions menu displays when you have opened a document at its Document Details page in Browse Document, and provides document level functionality for working with content in the KnowledgeTree repository.
To ensure that all functionality is enabled, please read and update the plugins from the file system after installing or upgrading KnowledgeTree.
For more information on using the Document Actions, please refer to the KnowledgeTree User Manual.
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