Action Menu

Below is a list of the possible actions a user can take, from the menu on the right side of the screen as they browse the repository or work with workflows and tasks.

	Add Case Opens the "Create New Case" dialogue box.
	Add New Document Navigates to the "New document" page.
	Bookmark Bookmarks the current selected document.
	Claim Instance Claim a workflow instance that is pending action.
	Comments Opens the comments section for the document / workflow instance. Given adequate permissions, the user may read, edit or add comments.
	Create Task Opens the "Create task" dialogue box.
	Delete Item Deletes the selected case, document, file, or workflow instance from Therefore™.
	Delegate Instance Delegate a workflow instance to a different Therefore™ user.
	Document History Shows a history of events involving the document, and which user made those changes.
	Download Opens the Download dialogue box. Allows the user to download the contents of the document and select the available file type.
	Edit Case Header Opens the "Edit case header" dialogue box.
	Linked objects Lists the number of linked objects to the document. Clicking will display which objects are linked.
	Move Document Move the selected document to another case. The document's case header fields will be automatically updated to match the new case.
	Open Case / Document Opens the current selected Case/Document.
	Open in new tab Opens the current selected Case/Document in a new web browser tab.
	Print Opens the Printing dialogue box. Allows the user to print files attached to the document.
	Save Saves the current document to Therefore™.
	Share Create a link to share Therefore™ documents with other users or with external people. This functionality works the same way as in the Therefore™ Navigator: Sharing a document
	Search Opens a search bar to perform a simple full-text search within the currently viewed document.
	Show Index Data Displays index data for the current document.
	Start Workflow Starts a Workflow process for the current document
	Unclaim Instance Removes claim from current workflow instance.
	Workflow History Opens a dialog window listing a history of events relating to the workflow.