UI Panes
The UI consists of panes that can be moved, resized, minimized or removed. These can be configured in the same way as for the Therefore™ Viewer.
Case Details
The Case Details pane shows the case, as well as the categories contained in the case with the number of documents in each category. Under Searches, any full-text searches carried out in the current session are shown.
Clicking on a category will display all the documents in that category in the hit-list. Clicking on a full-text search will display the results for the search.
New Document
Opens the category dialog for creating a new document.
New Document in Viewer
Launch the Therefore™ Viewer to create a new document.
Full-Text Search
Opens a full-text search dialog filtered down to this category.
Refresh
Refreshes the category hit-list.
Context Menu
Workflow
Select this option to choose from viewing the document's Workflow History or Link to Workflow Instance.
Templates
Select this option to prompt a list of available templates.
View
View File in the Therefore™ Viewer.
View File
View File in native app or select another application to view file type.
Edit File
Automatically checks out the document and prompts a dialog to edit file in native app or select another application to edit file.
Check In
Check the document back in as a new version following file edit.
Undo Check Out
Undo any changes and maintain the current version.
Print
Prints the selected document(s) directly to the default printer.
Export
The selected document(s) can be exported to a file system.
Send
Send option which allows the document(s) to be sent via email.
Force 'Undo Check Out'
Administrator can undo check out of a document originally checked out by a user.
Index Data
If checked, the index data will be displayed in the hit-list.
New Task
Opens the New Task dialog from where the user can create new tasks and assign these to other users.
Security
Opens the security dialog for setting permissions for the selected document/case.
History
Display the document history for the selected document.
Delete
Delete the selected documents.
Export/Send
Destination Folder (not shown when sending)
Select the folder where the file(s) should be saved.
File name
By default the file name is the document title as set in category settings. Can be changed to the user's choice.
File Format
The document can either be converted to another format or left as original. In addition, it is possible to export/send the whole Therefore™ document or just a link to the Therefore™ document.
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Empty documents that only contain index data can only be exported as a Therefore™ document (.thex) or as a link to a Therefore™ document. |
Compress output files (.zip)
The exported or sent files are compressed into a .zip file.
Do not include annotations
Annotations will not be included in the exported document
Sign with personal certificate
Before exporting, the user can select a personal certificate with which to sign the PDF.
Apply external timestamp
An external timestamp is applied to the signature before exporting. The external timestamp server is set and configured in the Advanced Settings of the Therefore™ Solution Designer. An external timestamp will ensure the time is not dependent on the current server settings which could be changed.
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Note:
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Documents in the Hit-list
This pane functions the same way as it does in the Therefore™ Navigator. See:
Documents or Cases in the Hit-list
Preview
This pane displays additional information for the currently selected object.
Linked Objects Pane
This pane functions the same way as it does in the Therefore™ Navigator. See:
Links
Case History Pane
Displays a detailed history of events which happened to the current case. See:
History
Workflow Information
This pane functions the same way as it does in the Therefore™ Viewer. See:
Reference - Workflow Information