This Help topic refers to the following editions:
þ Enterprise þProfessional þ Personal þSmall Business
Use the ribbon menu to access the basic features and functions of DocuXplorer. The ribbon menu will display all available functions based on the DocuXplorer object in focus. Functions for an object that are unavailable due to security restrictions or other reasons are grayed out. Objects can be items on the Library Tree such as Library, Recycle Bin,Import Engine, DX Inbox, Saved Search, Templates, Work Folder, Workflow, Cabinets, Drawers and Folders, or Documents in a Document List View. Many menu items have keyboard short cuts. Click here to see a list of available Keyboard Shortcuts.
The Home and Help menu tabs are always available not matter what object in the Library tree is selected. The reset of the menu bar selections are describe under Working With the Library with the title of the Library tree object name. Folders, Document and Document List view menu are located in the help under Working with Folders, Working with Document and Working with Document List views.
Close Library – Closes the Library but leaves the DocuXplorer desktop open. When the Library is closed, the File menu option will be renamed as Open Library.
Create/Connect Library… - allows users to connect to a DocuXplorer Library.
Note: DocuXplorer supports only a single Library at each installation. Once you have created your Library do not create any other new Library.
Open Library As... - allows users to log out of the Library and log back in as a different user.
Options - set application defaults for global or local user options.
Active User List - a list of users logged into DocuXplorer.
Library Event Log - available in Professional and Enterprise only.
Data Conversion - a tool to convert data from one DX version to another when the structure of the database changes.
Window - Provides a list of documents that are currently open.
Status Bar – Show various types of status information at the bottom of the DocuXplorer window.
Help = Provides access to the help describing the DX Desktop.
Help
All items are displayed regardless of what Library Tree items is selected
Help Topics - opens the DocuXplorer documentation.
Web Home Page - DocuXplorer Web site Home Page.
Email Technical Support - to create an email form that you can use to ask questions and report issues to DocuXplorer tech support.
Web Site Support - Links to the top-level support page on the DocuXplorer Web site.
Product Updates - checks the DocuXplorer web site for updates are available.
Product Registration Screen - allows user to display or input DocuXplorer Registration information.
About... - DocuXplorer information screen display DocuXplorer edition, version number and licensing information.
Folder
Items display on the Folder Menu when focus is on; Library, DX Inbox, Cabinet and Drawer
Print Display - Print the Library tree view.
Properties - display the properties of the selected folder.
Refresh F5 – Refresh the Library Tree after an operation to ensure the results of the operation are repainted onto the window.
Window - Displays a list of open documents.
Status Bar – Show various types of status information at the bottom of the DocuXplorer window.
Context Help - shows the help information for context of the select area of the screen.
Folder
Items display on the Folder Menu when focus is on; Recycle Bin, Template,Saved Searches, Work Folder, Document Folder
Print Display - Print the Library tree view
Find Document – opens the Find Document Dialog to search for documents.
Add Document – Submenu appears but is grayed out as documents cannot be added to these DocuXplorer objects. Documents may only be added to Folders.
Paste Options -
Paste - Places the copied or cut items original selected items to the select folder
Paste Folder Structure - allows a user to paste a Folder Structure to a Drawer. This item is grayed out until a Drawer's Folder Structure has been selected to be copied.
Paste Document Short Cut - allows a user to paste a Document Shortcut to a Folder. This item is grayed out until a Document has been selected to be Cut or Copied.
Paste Documents from Explorer - allows a user to paste a Document to a Folder from Windows Explorer. This item is grayed out until a Document has been selected to Cut or Copied in Windows Explorer.
Empty - deletes the contents of the Recycle Bin, Saved Search, Work Folder, document folder
Properties - display the properties of the Recycle Bin, Saved Search, Work Folder or Document Folder
Refresh F5 – Refresh the current window after an operation to ensure the results of the operation are repainted onto the window.
Window - Displays a list of open documents
Status Bar – Show various types of status information at the bottom of the DocuXplorer window.
Context Help - shows the help information for context of the select area of the screen
Document List
Print Display – Will print the display of the current Import Engine List View. Items will be grayed out until an item or multiple items have been selected.
Export Display – Will allow the display of the current Import Engine List View to be exported to a hard drive location. Display can be exported to Excel, HTML, XML, or Comma Separated Values Text file.
Find Document – opens the Find Document Dialog to search for documents.
Add Document – Submenu appears but is grayed out as documents cannot be added to these DocuXplorer objects. Documents may only be added to Folders.
Refresh F5 – Refresh the current window after an operation to ensure the results of the operation are repainted onto the window.
Window - Displays a list of open documents
Status Bar – Show various types of status information at the bottom of the DocuXplorer window.
Context Help - shows the help information for context of the select area of the screen
Document
Cut - allows the user to cut the Folder from the present location
Copy - allows user to copy the Folder to be pasted to a new location
Paste - Allows a user to paste a Folder to a Drawer or to Folder as a Sub-Folder. This item is grayed out until a Folder has been selected to Cut or Copy.
Paste Document Shortcut - allows a user to paste a Document Shortcut to a Folder. This item is grayed out until a Document has been selected to Cut or Copy.
Paste Documents from Explorer - allows a user to paste a Document to a Folder from Windows Explorer. This item is grayed out until a Document has been selected to Cut or Copy in Windows Explorer.
Paste Folder Structure - allows a user to paste a Folder Structure to a Drawer. This item is grayed out until a Drawer's Folder Structure has been selected to Copy.
Delete - deletes the Folder
Properties - display the properties of the Library, DX Inbox, or Import Engine.
Cut, Copy, Paste, Paste Document Shortcut, Paste Documents from Explorer, Paste Folder Structure, Delete, and Rename are grayed out. These functions are not available for these objects.
Cabinets
Cut, Copy, Paste, Paste Document Shortcut, Paste Documents from Explorer and Paste Folder Structure are grayed out. These functions are not available with this object.
Delete - deletes the Cabinet and all its Drawers, Folder and Documents
Rename - renames the Cabinet
Properties - display the properties of a Cabinet
Refresh F5 – Refresh the current window after an operation to ensure the results of the operation are repainted onto the window.
Window - Displays a list of open documents
Status Bar – Show various types of status information at the bottom of the DocuXplorer window.
Context Help - shows the help information for context of the select area of the screen
Drawers
Cut, Paste Document Shortcut, and Paste Documents from Explorer are not relevant to this item and are grayed out.
Copy - allows user to copy the Folder Structure of a Drawer to the clipboard
Paste Folder Structure - allows a user to paste a Folder Structure to a Drawer. This item is grayed out until a Drawer's Folder Structure has been selected to Copy.
Delete - deletes the Drawer and all its Folders and Documents
Rename - renames the Drawer
Properties - display the properties of the Drawer
Folder
Cut - allows the user to cut the Folder from the present location
Copy - allows user to copy the Folder to be pasted to a new location
Paste - Allows a user to paste a Folder to a Drawer or to Folder as a Sub-Folder. This item is grayed out until a Folder has been selected to Cut or Copy.
Paste Document Shortcut - allows a user to paste a Document Shortcut to a Folder. This item is grayed out until a Document has been selected to Cut or Copy.
Paste Documents from Explorer - allows a user to paste a Document to a Folder from Windows Explorer. This item is grayed out until a Document has been selected to Cut or Copy in Windows Explorer.
Paste Folder Structure - allows a user to paste a Folder Structure to a Drawer. This item is grayed out until a Drawer's Folder Structure has been selected to Copy.
Delete - deletes the Folder
Rename - renames the Folder
Properties - display the properties of the Folder
Document List View or the Find Dialog Query Results List while highlighting one or more documents
Cut - allows user to cut Documents from the present location
Copy - allows user to copy the Document to be pasted to a new location
Paste - allows user to paste cut or copied documents into a folder. This menu item will be grayed out when no documents has been selected to Cut or Copy.
Select All - allows user to select all documents in the List View or Query Results List
Delete - deletes the documents selected
Edit Data - allows user to start or stop Edit Mode to edit the index data in the index field in focus
Rename - renames the document
Properties - display the properties of the document
Document List View while in Edit Mode - when in Edit Mode the focus is on the specific index data entered in that index field.
Undo - allows a user to undo a change that has been made to index data in an index field in focus. This item is grayed out unless an action such as Paste has been performed.
Cut - allows user to cut from the present location. This item is grayed out until a text string has been selected.
Copy - allows user to copy the Folder to be pasted to a new location. This item is grayed out until a text string has been selected.
Paste - allows user to paste cut or copied data into an index field. This item is grayed out Unless a text string has been selected in Cut or Copy.
Select All - allows user to select all data in an index field
Delete - deletes the content of the index field
Edit Data - allows user to start or stop Edit Mode to edit the index data in the index field in focus
Properties - display the properties of the Index Field
Edit commands are also available from the Icon Toolbar or the right mouse button menu.
View
View commands allow users to customize and configure the DocuXplorer Desktop. Select or unselect any part of the DocuXplorer Desktop to tailor the Desktop View to your needs.
Items Displayed on View Menu when focus is on the;
All objects other than documents in a Folder or Query List
Status Bar – Show various types of status information at the bottom of the DocuXplorer window.
Refresh F5 – Refresh the current window after an operation to ensure the results of the operation are repainted onto the window.
Preview Column - Select a memo field to display in the Document List View and Document Window from the drop down list. The default field for the Preview Column is the Description Field. Any selected memo field will also display in a tab in the Document Window. If you have selected the "Not Selected" item from the drop down list the memo field tab will not display in a Document Window.
Tip:
A user can select another Memo Field to be the Preview Column. If another Memo Field is selected for the Preview Column it can not be added to the Column Header Bar. The field selected for the Preview Column will not display in the Add Fields dialog box.
The Preview Column can only be edited in a Document Window.
Preview Column (Show/Hide) - Allows users to preview entries in the selected Preview Column Field. An additional line will be added to each document in the folder displaying the first 2 lines of the selected memo field.
Advanced Filter Panel – Filtering is the process of retrieving a subset of documents in a folder based on filtering criteria. The Advanced Filter Panel allows users to filter the display of a folder. The folder display can be filtered on existing data in the folders index fields, customized, or set to display all documents associated to the specific data being filtered for.
Show/Hide Column Filter Option – Will place the Filter Panel above the Index Set header in the Document List View.
Refresh F5 – Refresh the current window after an operation to ensure the results of the operation are repainted onto the window.