Action Menu

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 changes to 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

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.