Document Info Menu
| • | Display Details - the default view on a document's Document Details page. Displays a summary, including: filename, file type, version, etc. |
| • | Permissions - displays the current permissions set up on the currently selected document, e.g. the roles and groups who have permissions, and what permissions they have, e.g. read, write |
| • | Transaction History - displays a transaction history for a currently selected document, and includes a record of all transactions performed on the document |
| • | View Roles - displays the roles who have permissions on the currently selected document |
Document actions Menu
| • | Check-in - checks in a currently checked out document |
Note: This option displays only if the
currently selected document is
checked out by you
| • | Cancel checkout - cancels the checked out status of the currently selected document, if you are the user who checked out the document. Any changes you made to the document on your local environment will not be updated the version that is restored to KnowledgeTree |
| • | Download Document - downloads a copy of the currently selected document so that you can view it and/or save it to your local environment |
| • | Alerts - view, edit and delete existing alerts, and add new alerts on the currently selected document |
Note: This feature is only available
in KnowledgeTree Commercial
Editions.
| • | Archive - removes the document to the KnowledgeTree archive |
| • | Checkout - checks the document out for editing on your local computer. The document is locked in KnowledgeTree until you check it in after your edit is done. |
| • | Copy - copies the currently selected document to another location in KnowledgeTree. |
| • | Delete - moves the currently selected document to KnowledgeTree's 'deleted documents' storage location. The document may be expunged or restored by the system administrator. |
| • | Discussion - add new discussion threads, display and close existing discussion threads, and a post to an existing thread on the currently selected document |
| • | Edit Metadata - edits the currently selected document's metadata (e.g. the document type and associated information, file name, tags, etc). The metadata version will be updated. |
| • | Email - sends an email message regarding the currently selected document, with an attachment or download link, to internal KnowledgeTree users, or to external users, depending on the email options configured for your system. |
| • | Generate PDF - converts the currently selected document to PDF. |
| • | Links - displays and deletes existing links, and adds new links for the currently selected document. Links may be external (to pages on the Internet for example), or internal (to other KnowledgeTree documents) |
| • | Make immutable - sets the document as 'immutable' so that no further content changes can be made to the document. Note that this action cannot be done. |
| • | Move - moves a document to another location in the repository. |
Note: You must have appropriate
permissions on the folder to
perform this action.
| • | RSS - generates a link (URL), which you can copy to an external feed reader in order to view feeds on the document from outside of KnowledgeTree |
| • | Rename - changes the document file name. |
Note: You must have appropriate
permissions on the folder to
perform this action.
| • | Request Assistance - sends a request for assistance on the currently selected document, to the system administrator and the document owner. |
| • | Workflow - displays any assigned workflows on the currently selected document, or starts a workflow on the document |
Note: This option displays only if
KnowledgeTree workflows supports
the document type of the currently
selected document, and if you
have the appropriate permissions on the
folder.
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