This Help topic refers to the following editions:
þ Enterprise þProfessional þ Personal þ Small Business
The DocuXplorer Desktop is your main interface with DocuXplorer functions.
The Desktop contains:
Ribbon – The ribbon menu provides access to the features and functions of DocuXplorer. Menu will reflect the functionality available on the object in focus and will change as new objects are selected. See the Ribbon help topic for details.
Library Tree Window – The Library Tree Window appearing on the left side displays a graphic hierarchical tree of the Library. The tree branches consist of icons for the DX Inbox, Recycle Bin, Work Folder, Saved Search Folder, Cabinets, Drawers, Folders, and Subfolders. Use the mouse to double-click on a Cabinet, Drawer, Folder or Subfolder to expand the tree below each level or click the [+] to expand the object to display its child objects.
Tip:
Increase your productivity by using the right mouse button. Highlight a Cabinet, Drawer, or Folder and use the right mouse button to display a menu of commands that apply to that item.
Quickly open all objects in a highlighted item of the Library Tree by clicking the asterisk * on the keyboard.
Folder Contents Window – click a folder in the Library Window and the Folder Contents Window on the right will display a list view of the documents contained in that folder. From the Folder Contents Window a user can edit index information, copy, paste and delete documents, email documents, print reports, export documents, add fields, change document and field properties, add and change document security and more.
Status Bar – The status bar at the bottom of the DocuXplorer desktop displays the number of documents contained in the open folder. When multiple documents have been selected, the count will display in the status bar.
Tip:
Use the right mouse button to display a menu of commands that apply when working with the highlighted DocuXplorer object.