Content Manager 25.1 Content Manager

# Content Manager Desktop window

Shortcuts bar

The shortcuts bar in Content Manager Desktop gives the user quick access to records that are placed in these areas because of logical groupings or because of the business rules associated with the Content Manager records.

The shortcut bar is divided into three areas:

- Favourites - shows all the shortcut icons linking to the user's favourites. What favourites are available depends on the user's permissions to Content Manager
- Recent - shows the shortcuts to the user's recent documents and Recent Containers areas
- Trays - shows the shortcuts to the user's trays, including the Offline Records tray

Toolbars

Content Manager Desktop provides the same toolbars as the full Content Manager client.

- Advanced Tasks - provides a set of button to execute advanced record tasks such as Workflows, Action tracking, series, requests etc
- Edit - provides a set of buttons for the Edit commands
- Electronic Tasks - provides buttons to access electronic record tasks such as check-out, check-in, make final etc
- Location Lists - provides a set of buttons that will display different selections of Locations
- Navigation - provides a set of buttons to navigate between records that are related in some way
- Tasks - provides buttons for the most common record tasks
- Offline Records Tasks - provides a set of buttons relevant for working in the Offline Records area
- Tray - provides buttons to access the Content Manager trays
- Window - provides buttons that relate to Window commands

View pane properties

The view pane enables you to preview current and previous revisions of a document.

- Properties tab - enables you to view the properties of a Content Manager record within the view pane
- Preview tab - enables you to view the document that is attached to the Content Manager record
- Revision tab - enables you to view the revisions of the document that is attached to a Content Manager record.

  NOTE: If the user is using Offline Records (i.e. not connected to the database), then the Revisions tab will not show any previous revisions.

Content Manager Desktop right-click menu

1. Perform a search to display records. Select a record and right-click to display these functions.

If a function cannot be performed on a record, it will not appear in the menu.

NOTE: Double-click a document in Content Manager Desktop to open a document in the associated application.

Startup

Content Manager Desktop starts by default by displaying your recent documents.

You can change that by clicking File - Options and under Starting point when searching - For a document, select where Content Manager should start a document search.

This option affects the startup screen, but also all other record searches in Content Manager, e.g. when you click a KwikSelect button to search for a record.

Alternatively, you can start Content Manager Desktop by using a shortcut on your computer with particular parameters.

This does not affect any other searches for documents.

See Command line parameters.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Content Manager Desktop window