Offline Records functionality

Drafts can be added to the Offline Records tray by:

• Copy and paste from Windows Explorer
• Drag from Windows Explorer
• Taking a supercopy of a record in Content Manager by using the right-click option, Supercopy.

Records - originals/modified - can be added to the Offline Records tray by:

• Checking out a record by using Check Out. See Checking out or extracting electronic documents
• Using the edit function on a record and closing the Content Manager client or Content Manager Desktop client before the document is closed
• Using the edit function and losing the connection to Content Manager while editing the document
• Records that have been checked out but not edited will be marked with a status of Original.

  As soon as they are modified, they will be marked with a status of Modified.

Containers can be added to the Offline Records tray by checking out one or more documents contained in them.

Once a container is in the Offline Records tray it is also available for new drafts to be added to it.

Any drafts added to a container in the Offline Records tray will be using that container when it is checked into Content Manager.

You can use the following commands specific to the Offline Records tray from the right-click context menu.

The items marked with asterisks (*) are available only in online mode:

Menu Option	Draft document	Checked out record	Container
Search - Refine Search	The Search for Offline Records dialogue appears	The Search for Offline Records dialogue appears	The Search for Offline Records dialogue appears
Search - Show Record*	Not Available	Will show the record in a search result	Will show the record in a search result
Copy	Takes a copy of the electronic document for pasting in Windows Explorer	Takes a copy of the electronic document for pasting in Windows Explorer	Not Available
Check In*	Will initiate record creation	Will present the check-in dialogue	Not Available
Container	Enables you to move the draft to another container in the Offline Records tray	Not Available - container changes for records need to be done in Content Manager	Not Available
Remove Empty Containers	Displays a dialogue with two options: to Confirm the removal of each container and/or remove folders automatically once they become empty	Displays a dialogue with two options: To Confirm the removal of each container and/or remove folders automatically once they become empty	Displays a dialogue with two options: To Confirm the removal of each container and/or remove folders automatically once they become empty