Actions and properties panel

Available actions

The task buttons available for a record is dependent on the type of record selected. For example, a record that has an electronic document attached can be Checked Out; if a Document is in a Container a user can Navigate to it's Container.

Update

To update the record's properties (metadata), click Update.

The record properties will be displayed in the same format as the Record Entry form. To edit the metadata, either type or select the new details and then click Save.

New

For details on creating a new record from an existing record, see Creating New Records from Existing Records.

Electronic Documents

For details on working with electronic documents, such as Check In, Check Out, Viewing etc., see Working with Electronic Documents.

Locations

For details on updating the Location details of a record, see Updating Record Locations.

Requests

For details on creating a Request for a record, see Creating Requests.

Details

For information on the options available on the Details menu, see Details Options.

Navigate to

For details on the options available on the Navigate to menu, seeNavigate To Options.

Workflow

For details on the options available on the Workflow menu, see

Add/Remove

For details on adding or removing records to specified Content Manager trays, see Add/Remove Options.

More

For details on the options available on the More menu, see More Options.

Document Review

For details on document review and authorization, see Document Review and Authorization.

Properties

A customisable Properties Panel is available on all Content Manager Web Client object types. This Properties Panel displays the properties of the selected object.

To view the Properties Panel, click on a Content Manager object, for example, an Activity.

The Actions and Properties panel is be displayed.

Click the Content Manager object again, to close the Actions and Properties panel.

Web document URL

The web document URL option is available only for records with attachment. Clicking on the URL will download the attached document using the browser.

For this option to be available in the Web Client, make sure that:

  • the Content Manager web server URL is updated in the Content Manager System Options > Web Services.
  • the user must have the Extract document permission enabled in the Content Manager.

Modifying properties panel

The fields displayed in the Properties panel can be modified by a user.

To add properties:

  1. On a selected Content Manager object, in the open Properties panel, click Select properties.
  2. On the displayed Select Properties dialogue, from the Available Properties or Fields column, click each property that is to be added to the Properties panel and then click Add. 
    The list of Available Properties or Fields can be searched by typing the property name into the Find a property field above the column.
    The list of Available Properties or Fields can be sorted alphabetically, either ascending or descending, by selecting the A-Z or Z-A options.
  3. Click OK to save the changes.

To remove properties:

  1. On a selected Content Manager object, in the open Properties panel, click Select properties.
  2. On the displayed Select Properties dialogue, from the Selected Properties or Fields column, click each property that is to be removed from the Properties panel and then click Remove. 
  3. Click OK to save the changes.

To change the order of the properties that are displayed:

  1. In the Selected Properties or Fields column, move your mouse cursor over the property that is to be moved, an arrow will appear.
  2. Click and hold the property field and move the mouse in the direction the property is to be moved to.
  3. Drag the property field to the required location and release the mouse button.