When you right-click a file in a Document pane, a menu containing commonly used file functions displays. The items listed on this menu vary depending on the following:
- The products that you have installed
- The access rights that have been assigned to you
- The Dashboard pane you are working in
- The type of file you are working with
Explain the options on the right-click menu.
| Options | Description |
|---|---|
| Preview | Displays a preview of the file without opening it. You cannot edit files in preview mode. |
| Check-out | Locks the selected file for editing. The system prompts you to enter an expected check-in date. You also can enter comments and attach the file to an email, if needed. The file is available in the Document Drafts folder in your Document directory. |
| Check-in | Uploads to Document any changes you made to the file when it was checked out. You can enter comments describing your changes and send the revised file as an email attachment if needed. The file is also made available for editing by other users. |
| Cancel check-out | Checks in the file without saving the changes made while the file was checked out. A check-out can be canceled by the person who checked out the file or by an administrator. |
| Download | Places a copy of the file in a location you specify. The original document remains in Document. Note: Changes made to a downloaded document are not saved to the version stored in Document. You must check out a file to edit it. |
| Discussions | Allows you to create or view a discussion. |
| Archive | Moves the selected file to archive storage. Note: Files in archive storage appear in file lists along with non-archived files. |
| Add/Remove in File Groups | Opens the Add to/Remove from File Group window so you can change the file group for the file. |
| Always available offline | Sets up the offline viewing options and determines when to synchronize files for offline viewing. |
| Sync | Provides the ability to sync versions of files that are available for offline viewing with the files that are stored in Document. |
| Send to | Allows you to send a file to one of the following:
|
| Copy/Move files | Copies or moves the selected file from one entity to another. A file can be copied to multiple entities simultaneously, but can only be moved to one entity at a time. |
| Lock | Locks the selected file so it cannot be checked out or edited. |
| Unlock | Unlocks a locked file. This option is only available when a file is already locked. |
| Publish | Sends selected files to the collaboration area of a client portal. Select either Read or Edit mode and enter any comments, if desired. This option is only available if your firm licenses Portal. |
| Unpublish | Removes a file that was previously published to the collaboration area of a portal. The file is still available within Document. Changes made to the file while it was published are retained. |
| Recall published file | Cancels the publication of a file in the collaboration area of a client portal. The file reverts to the original published version. Changes made while the file was published to the portal are lost. |
| File-level permissions | Opens the window where you can assign permissions for a file. |
| Task assignment | Opens the Assign Task window, so you can assign a task for the document to another staff member. |
| Open route sheet | Opens the route sheet for the file's assigned Workstream project, if one exists. |
| Delete | Deletes the selected files from Document. |
| History | Displays the activity history for a file. |
| Properties | Opens the Properties window for the selected file. You can view and edit many properties for the file. You can also assign a task for a file. |
| Version | Displays a list of versions for the file. You can select to roll back to a previous version, delete a specific version, or view a read-only copy of another version. |