Locations shortcut menu

The shortcut menu specific to Locations, available from Location windows and dialogue boxes:

  • New Location - creates a new Content Manager Location.

    Select from the following:

    • New Organisation - creates a new Organisation Location
    • New Person - creates a new Person Location
    • New Position - creates a new Position Location
    • New Committee - creates a new Committee Location
    • New Project Team - creates a new Project Team Location
    • New Group - creates a new Group Location
    • New Venue - creates a new Venue Location
    • New Workgroup - creates a new Workgroup Location
    • New Storage Provider - to create a Location to integrate Content Manager requests with external storage provider systems
    See Creating Locations.
  • New Child Location - creates a new Location in a lower hierarchical level than the selected Location, for example, a Position within an Organisation:
    • New Child Organisation
    • New Child Person
    • New Child Position
    • New Child Committee
    • New Child Project Team
    • New Child Venue
    • New Child Workgroup.
  • Copy Location - copies a selected Location.

    See Copying Locations.

  • Search - for the options:
    • Select All or CTRL+E - displays all Locations
    • Select Favourites - displays your favourite Locations within the search results
    • Select By User Label - to select Locations by their user labels
    • Jump or CTRL+J - displays the Location the next level up
  • Change Location Type - displays the Change Location Type dialogue box where you can change the Location type as well as the location status indicator. See Change Location Type.
  • Notes - add Notes to the location.
  • Modify Email - displays the Modify Email dialogue box where you can update the location's email address. See Modifying Email Addresses.
  • Manage Associations - displays the Manage the associations dialogue box where you can modify the location associations. See Managing Location Associations.
  • Mail To - composes an email message addressed to the selected Location

    NOTE:

    • There must be an email address for the person in its properties
    • This is not the same task as Send To - Mail Recipient

  • View - view the image attached to the location.
  • Maintain User Labels - displays the User Labels the selected location is the Owner of. See Creating, modifying, deleting user labels.
  • Maintain Check In Styles - displays the Check In Styles the selected location is the Owner of. See Check In Styles.
  • Security and Audit -

    • Security/Access - to set access permissions for the location. See Applying Access Controls.

    • View Rights - displays the security details like permissions and Access Controls for the record and the current user.

      See View Rights command.

    • Active Audit Events - to view the events or functions that have been performed by and on the location.
  • Deactivate - select this option to remove all Network login details, as well as any objects the location is the owner of, such as Saved Searches, Check In Styles. See Inactivating, reactivating and deactivating Locations.
  • Delete - removes the selected Location(s).

    See Removing Locations.

  • Send To
    • Print Report - to print the location metadata details. Nominate a report layout for printing.
    • Print Merge - to select the data to send to a print merge file
    • Web Publisher - to select the layout templates for generating an HTML report
    • Export XML - to export the location details to an .xml file
    • Save Reference - to create a Content Manager reference shortcut.
    • Favorites - adds the location to your list of favorite records
    • Add To User Label - displays the user labels. Select one to apply to the location.
  • Remove From
    • Remove from User Label - removes the location from user labels
  • Show - choose from the following specialized search options, which Content Manager will apply to the selected or all tagged Locations:
    • Show Assigned Records - displays records where the selected Location is the Assignee
    • Show Owned Records - displays records where the selected Location is the Owner Location
    • Show Home Records - displays records where the selected Location is the Home Location
    • Show Client Records - displays records where the selected Location is the Client Location
    • Show Created Records - displays records created by the selected Location
    • Show Contact Records - displays records where the selected Location is the Contact Location
    • Show Records Checked out - displays the records that are checked out by the selected Location
    • Show Activities - displays Workflow Activities associated with the selected Location
    • Show Record Actions - displays record actions associated with the selected Location
    • Show To Do Items - displays the selected Location's To Do items
    • Show Meetings - displays the meetings associated with the selected Location.
    • Show Meetings At - displays the meetings at particular venues associated with the selected Location.
    • Show Communications - displays the communications related to the selected Location
    • Show Categories (Owner) - displays the Categories related to the selected Location
    • Show Requests By - finds all requests submitted by the selected Location
    • Show Requests For - finds all requests submitted for records that have the selected Location as their Home Location
    • Show Active Audit Events - displays all Active Audit Events for the selected Location
  • Property Editor - click to display the Property Editor and update Classification properties. See Property Editor.
  • Properties - view and/or modify the selected Location's properties.

    See Modifying Locations.