Content Manager Explorer

The Content Manager Explorer window gives users a hierarchical view of records grouped within Content Manager item types in a single window.

The Explorer option is available on the Home tab, in the File group.

The Explorer window can be added as a Startup window to be displayed when Content Manager is opened. See User Options - Options Startup page.

The Explorer window can also be used as a Starting Point for searching when searching for a container, a document or any other type of record. See Options Search page for details.

The available Content Manager item types that can be displayed in the Explorer window are:

  • Favourites
    • Record - displays your favorite records.
    • Saved Search - expand to display your favorite Saved Searches. Select a Saved Search to view the records they have assigned to them.
    • Location - expand to display your favorite Locations. Select a Location to view the records they have assigned to them.
    • Classification - expand to display your favorite Classifications. Select a Classification to view the records attached to it.
    • Schedule - expand to display your favorite Retention Schedules. Select a Schedule to view the records attached to it.
    • Consignment - expand to display your favorite Consignments. Select a Consignment to view the records attached to it.
    • Jurisdiction - expand to display your favorite Jurisdictions. Select a Jurisdiction to view the records attached to it.
    • Thesaurus Term - expand to display your favorite Thesaurus Terms. Select a Thesaurus Term to view the records attached to it.
    • Space - expand to display your favorite Spaces. Select a Space to view the records attached to it.
  • Trays
    • Recent Containers - displays your recent containers.
    • Recent Documents - displays your recent documents.
    • Records Work Trays - displays all items you have sent here using the right-click Send To - Add To Records Work Tray option on record(s)
    • Records In - displays all records that are assigned to you or your default Position Location. These are the records where your name or your default position is in the Assignee field.
    • Records Due - displays all records with Actions due assigned to you or your Position.
    • Records In or Due - displays all records with Actions due assigned to you or your Position.
    • Documents Checked Out - displays all records that have been checked out by you.
    • Document Templates - displays all your Template documents.

    Top level categories

    • User Labels - expand to display the User Labels you have access to. Click a User Labels to view the associated records.
    • Thesaurus Terms - expand to display the Thesaurus Terms you have access to. Click a term to view the associated records.
    • Clients and Matters - expand to display the Client and Matters you have access to. Click a Client, or associated Matters, to view the associated records.
    • To Do Items - expand to display the To Do Items you have access to. Click a To Do Items to view the associated records.
    • Schedules - expand to display the Retention Schedules that you have access to. Click a Schedule to view the associated records.
    • Spaces - expand to display Content Manager Spaces that you have access to. Click a Space to view the associated records.
    • Holds - expand to display the Holds that you have access to. Click a Hold to view the associated records
    • Jurisdictions - expand to display the Jurisdictions that you have access to. Click a Jurisdiction to view the associated records.
    • Saved Searches - expand to display Saved Searches that are for records and that you have access to. Click the Saved Search to run the search and display the resulting records.
    • Classifications - expand to display the Classifications. Navigate through the Classifications to view the associated records.
    • Trays - expand the Tray level to view the selected Tray options. Click the Tray to view the associated records.
    • Favourites - expand the Favourites level to view the selected Favourite objects. Expand each Favorite to view the associated Favourite object, then click the object to view the associated records.

Working in the Explorer Window

Right-click menu options may be available on the Explorer objects, depending on the object type and your user permissions:

  • Open - click to open the child item in a new search results window, displaying the item. This will allow you to update/action the item as required, for example, complete a To Do Item.
  • Properties - click to open the item's Properties dialog box, allowing you to update the item's properties from the Explorer window if required.
  • Settings - click to open the Configure Explorer dialog. See Customising the Explorer Window for details.
  • Set As Starting Point - click to set the selected Explorer category, or object to be displayed when the Explorer window is opened.
  • Refresh - click to reload the Explorer window.
  • Open - click to open the child item in a new search results window, displaying the item. This will allow you to update/action the item as required, for example, complete a To Do Item.
  • Properties - click to open the item's Properties dialog box, allowing you to update the item's properties from the Explorer window if required.
  • New - depending on the selected object type, the New option will allow the user to create a new object of that type, e.g. a new top level User Label, a new object within the object's hierarchy of the selected object, e.g. a New Lower Level Category or a new record within the selected object, e.g. a new record associated with the selected User Label. The relevant New object dialog will be displayed.
  • Send To - depending on the selected object type, the Send To option will allow the user to:
    • Create a Content Manger Reference file
    • Add to Favourites
    • Add to a User Label
  • Remove From - depending on the selected object type, the Remove From option will allow the user to:
    • Remove from Favourites
    • Remove from User Label

The records that are displayed in the records panel can be updated or maintained using the right-click menu in the record list pane or using the Edit button in the record view pane.