Home Tab

Add Item

Add the selected item to your Favorites list.

Remove Item

Removes a selected item from the Favorites list.

Move Up / Move Down

Change the order of items in the Favorites list.

New Search

Selecting the icon opens a dialog to configure a new category search. Use the dropdown menu to choose between configuring a category search or a cross category search.

Save Search

Saves the search including the hit-list layout, such as grouping, sorting and column order. Users with administrator permission can also overwrite the category's default search.

Quick-search

This search mask allows the user to carry out a full-text search by entering a search string. By default, every category that has full-text indexing enabled will be searched.

The checkboxes below the search mask are used to specify where the full-text search should look for the search string. Check 'Index Data' to search the document's index data and 'Document Content' to search inside the files added to the documents in this category.

At least one of the options must be checked in order for the search to be run successfully.

Advanced Search

Opens the Full-Text Search dialog containing advanced configuration options.

By default, stemming is active for full-text searches. It can be deactivated in this dialog by unchecking the option labeled 'Use Stemming'.

Refresh Hit-List

Runs the last search that was performed in the current tab.

Search Hit-List

Select this option to run a full text search on the hit-list.

Print Hit-List

Opens a print dialog to configure printing the current hit-list.

Copy Hit-List

Copies the currently selected items from the hit-list to the clipboard.

Forms

Lists the forms configured in Therefore™ eForms. Selecting a form opens it in a browser and lets the user enter data into the form.

View

Opens the selected documents in the Therefore™ Viewer.

Index Data

Edit the index data of one or multiple documents.

Export

The selected document or documents can be exported to a file system. By clicking on the dropdown arrow the menu item is expanded to include a Send option which allows the documents to be sent via e-mail.

Share

Share the selected document via a link.

Use the drop-down menu to select between the Sharing dialog that allows the configuration of a new link and the Manage Sharing dialog where shared links can be reviewed.

Links

Opens the Linked Objects dialog that lists objects the selected document is linked to.

Security

Opens the security dialog for setting permissions for the selected document or case.

History

Displays the document history for the selected document.

Delete

Deletes the selected document.

View File

Opens the selected file for read-only viewing in the Therefore™ Viewer, or an associated program.

Edit File

Check out the selected file for editing in the associated program.

Check In

Check the current document that is currently being edited back in as a new version.

Undo Check Out

Undo any changes to the current document. The current document version number is kept.

Print

Prints the selected documents by sending them directly to the default printer.

New Task

Opens the New Task dialog from where the user can create a new ad-hoc task and assign it to other users.

Start Workflow

Start a new workflow instance for the selected documents. By clicking the dropdown arrow a list of workflow processes linked to this category can be viewed.

Link to

Opens a list of workflow instances assigned to the current user. The user can link the currently selected document or case to one of these instances.

Design

Opens the Therefore™ Solution Designer to configure the Therefore™ system.