Mobile App interface

Click the Content Manager Mobile App Menu to get the following menu items:

• About - includes information about the version of the Mobile App you are using, help on Mobile App, the Privacy policy, and link to OpenText website.

• Add new Record - create new record. See Creating records.

  NOTE: The Add new Record menu item is not available for the Inquiry user.

• Activities due - displays all the due Workflow Activities in which you as the current user are the Assignee

• Categories/Classifications - lists all categories/classifications and their sub levels. Click on a particular category/classification, will display its sub category(s)/classification(s) or the records.

• Checked Out Documents - lists the checked out documents for editing

• Client and Matters - lists the client and matters

• Downloaded Documents - lists the downloaded documents for offline viewing

• Holds - lists all the holds

• Jurisdictions - lists all the jurisdictions

• Recent Containers - lists the containers. Click a container to view all the records in the container.

• Recent Documents - lists the documents you have viewed recently

• Records Due - lists all the records that are due

• Records In - lists all the records in the Content Manager

• Records In or Due - lists the records that are either in or due

• Saved Searches - lists all the saved searches associated with records only

• Schedules - lists all schedules

• Thesaurus terms - lists the thesaurus terms

• To Do Items - lists the to do items

• User Labels -list the user labels

• Options - allows you to configure dataset connection and configure menu items that appear at the center of the home page.

• Profile - view information about the user logged in to the Mobile App

The above menu items are not configurable. These menu items are the standard menu items always accessible from the Menu option.

Context menu

The options displayed in the context menu depends on the object of Content Manager you are accessing. For example, the context menu displayed for a record is different from the context menu displayed for a category, to do item, or user label.

The following lists some of the context menu options:

• View - select this option to view the attachment. See Viewing a record attachment.

• Properties - select this option to view record properties. See Viewing record properties.

• Check out - select this option to edit the electronic document. See Editing an electronic document locally.

• Check out to OneDrive - select this option to edit the electronic document in OneDrive. See Editing an electronic document in OneDrive.

• Download for offline viewing - select this option to download records for offline viewing. See Viewing the records offline.

• Share - select this option to share details of a record in an email, such as, link to access the record, record number, title, and document if one is attached with the record. See Sharing a record.

• Add to Favourites or Remove from Favourites - select this option to add this record to favourites or remove from favourites. See Adding to Favourites and Removing from Favourites.

• Edit Properties - select this option to edit record properties. See Editing record properties.

  A record is associated with many record properties. Based on your requirement, you can add or remove the properties to be visible or not on the record properties page.

  • Add properties - select this option to add properties of the record to be visible or available on the record properties page. See Adding record properties.

• Edit document - select this option to edit an electronic document of a record. See Editing a document of a checked out record.

• Remove Properties - select this option to remove properties from the record properties page. See Removing record properties.

• Add an attachment - select this option to add an attachment to the record. See Adding an Attachment to a record.

• Show records - select this option to display all the records under that non record object. This option is available for non record objects only, such as, category, client and matter, user labels, to do items and so on.

Record list

The list of records displayed when you navigate to menu item, for example Favourites, Recent Documents, and so on, or the list you get when you search for the record(s) using Search option (See Searching in Mobile App) is referred as record list in this help file.

The More option of the record displays the context menu. See Context menu.

You can sort the record list by Name, Record Number, or Registered in an ascending or descending order. See Sorting the record list for details.

User profile

To access user profile, click Menu, scroll to the bottom and then select Profile option. The page includes details, such as, user name, email ID, role, information, and an option to log out from the Mobile App.

The profile details are fetched from Content Manager client.

Click Information to view more details about the user, like first name, last name, email, contact number, date of birth, and role.

Click Log out to log out of the Content Manager Mobile App. For more information, see Logging out of the Content Manager Mobile App

Mobile App in offline mode

In offline mode, the only option available in Mobile App is the Home page. The search bar, Favourites, and the Menu will be disabled. Also, Checked Out Documents and Downloaded Documents are the only menu options available in the Home page.