Dragging

You can drag items to perform certain functions:

  • Electronic document creation - drag an electronic file from Windows Explorer or your Desktop to Content Manager, Content Manager Desktop or Offline Records.

    See Checking in documents using dragging.

  • Create a supercopy - drag a record with an attached electronic document from a Content Manager window to another window of an application like Windows Explorer or Outlook to create a supercopy in the destination window
  • Change Assignee Location - drag a record to move it from one Location to another.

    See Changing Assignee Location by dragging.

  • Contain records - drag records to contain them in Content Manager.

    See Adding records to containers by dragging.

  • Relate records - use dragging to relate records within Content Manager.

    See Relating records.

  • Series records - drag a series record onto an in-series record.

    The dragged record becomes the series of the target record.

    If you drag the in-series record onto a series record, the Series option is unavailable.

  • Locations - drag a location on to another location. The Add Association and Cancel options are displayed. Click Add Association to define a relationship between the locations.

    See Associations page.

NOTE:

  • When you drag a record and go past the edges of the viewable window, the window will automatically scroll up or down to display the record you are looking for.
  • In Content Manager you cannot put a record into a container by dragging and dropping unless the container is in view with the document you are moving.
  • Dragging of tagged lists of items is not supported in Content Manager.

    Dragging will only work for the currently selected item.

    See CM25.2_Spec.pdf in the Content Manager installation folder's Documentation folder for more information about Content Manager's specifications and known limitations.

When you use right-click dragging, you will see a menu with the options:

  • Relate - see above
  • Series - see above
  • Put in Container - see above
  • Put in Alternative Container - place the record in an alternative container.

    See Alternative Container field.

You can customise buttons and toolbars by holding down the ALT key and dragging an item to where you want it:

  • Menu bars
  • Toolbars
  • Shortcut bars, etc.

NOTE: When you drag a button off a menu bar onto anything that is not a menu bar, the item will disappear until you either reset your toolbar or manually add it again.