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The Home tab provides quick access to the most common tasks that you will need to perform with your documents. Tasks that are related to each other are grouped in the Home tab. You can add the most frequently used tasks to the Quick Access toolbar. The Home tab contains options to add documents, edit documents, check-in/check-out a document and many such features. The Home tab is spilt into 5 groups, they are as follows...

 

Add Group

The Add group consists of various options to add a document to a Globodox DB. This group consists of the following buttons:

New: Click this button to add a new document.
The New button has the following options...

Message: Select this option to create a new Message
Document: Select this option to create a new document.
Document using Template: Select this option to create and add documents using a template.
Stack: Select this option to create a new Stack.
Document Type: Select this option to create a new Document Type.
Stack Type: Select this option to create a new Stack Type.
File Store: Select this option to create a new File Store.
Role: Select this option to create a new Role.
User: Select this option to create a new User.
Group: Select this option to create a new Group.

Scan: Click this button to scan and add documents.

Add from disk: Click this button to add documents from the disk.
The Add from disk button has the following option...

Find and add: Select this option to find documents on disk and add it to the Globodox DB.
Add Folders from Disk: Select this option to add folders from disk to the DB.

 

Edit Group

The Edit group consists of various options to edit a document. This group consists of the following buttons:

Open: Click this button to open a document.
The Open button has the following options...

Associated Application: Select this option to open the document in its associated application.
Selected Application: Select this option to select an application to open the document.

 
Delete: Click this button to delete a document.

 

Document Actions Group

The Document Actions consists of various actions and features that can be carried out on a document. This group consists of the following buttons:

Check-in: Use the Check-in button to check-in a document.

The Check-in button has the following options...

Check-in From: Select this option to select a document to check-in.
Cancel Checkout: Select this option to cancel the check-out of a document and check it back in.

 
Check-out: Use the Checkout button to check-out a document.

The Checkout button has the following options...

Checkout to: Select this option to select a folder to check-out a document to.

 

More:

Click the More button to access the following options...

Encrypt: Click this option to encrypt a document.
Encrypt Using: Click this option to select an encryption algorithm.
Decrypt: Click this option to decrypt a document.
Extract and Index: Click this option to extract and index text from documents in the currently open Globodox DB.
Show Extracted Text: Click this option to view the extracted text of the documents.

 

Collaborate Group

The Collaborate group consists of options which can be used to move documents from one location or person to another. This group consists of the following buttons:

Print: Click this button to print the data that is displayed in the List View pane.
Print Documents: Click the Print drop-down and select the Print Documents option to print documents.
Export: Click this button to export the data that is displayed in the List View pane. For more details, see Export data
Export to CD/DVD: Click the Export drop-down and select the Export to CD/DVD to export data to CD/DVD.
E-mail: Click this button to e-mail documents.
Fax: Click this button to launch Globodox Fax Add-on.
Route: Click this button to launch Globodox Workflow Add-on.
Share: Click this button to share the selected document.
Assign: Click the Share drop-down and select the Assign option to assign the document to another user.
Restrict: Click the Share drop-down and select the Restrict option to restrict users from viewing your document.
Set Security Label: Click the Share drop-down and select the Set Security Label option to assign the document to another user.

 

View Group

The View group consists of options to change the layout view. This group consists of the following buttons:

Layout: Click the Layout drop-down and select the option as per your choice to change the view.
Refresh: Click this button to refresh the display grid.

 


Page URL: http://www.itaz.com/globodox/help/index.htm?home_tag.htm