Stack Details Window

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You are here: Stack Types >Stack Details Window

An entry (or record/case) added to a Stack Type is called a Stack.
 
For example:
Let's say you have a Stack Type called Customers, which you use to manage your customers' records. Each customer's record added to this Stack Type is called a Stack. Like documents, Stacks are also displayed in the List View pane.
 

The Stack Details pane displays the selected Stack along with all its details and documents. The Stack Details pane can be used to enter information, notes and documents about an entry (or record/case). The Stack Details pane can also be opened in its window by double-clicking the Stack.
 

The Stack Details window has Forward and Back navigation buttons on the top right corner of the window which can be used to navigate through the entire list of Stacks displayed in the List View pane.

 

The Stack Details pane is divided into two sections: the Details and Display.

 
Details Pane

The Details pane displays all the details of a Stack. The Details pane consists of four panes. By default the Information pane will be displayed. To view the other panes you will need to click the tab on the left bar of the Details pane.
 

Information Pane
The Information pane displays the data fields and the related documents of the Stack. The Information pane is divided into two sections: Item Information and Document List.

Item Information
The Item Information section displays the data fields. You can enter indexing information about a Stack (or record/case) in the data fields. The Item Information section also has a toolbar, which has the following options...

Click the Save button to save the changes made.

Click the Undo button to undo the changes made.

Document List
The Document List section displays the documents that are related with the selected Stack. A document that is selected in this list will be displayed in the Display pane.

 

Click the Relate button to relate the selected Stack with other documents. The Relate button has a drop-down with the following options...
 

Relate to existing document(s):

Click this option to relate the selected Stack with document(s) stored in the Globodox DB.
 

Add files from disk and relate it:

Click this option to add files from disk and relate it with the selected Stack.
 

Scan document and relate it:

Click this option to scan a document and relate it with the selected Stack.
 


 

Click this button to delete a document from the Document List section.

Click the Refresh button to refresh the list.

Click this button to view the documents as thumbnails.

Click this button for more options. The following options will be displayed...
 

Print Document(s):

Click this option to print the document(s) that is displayed in the list.
 

Export Document(s):

Click this option to export the document(s) that is displayed in the list.
 

Email Document(s):

Click this button to email the document(s) that is displayed in the list.
 

Fax Document(s):

Click this button to fax the document(s) that is displayed in the list.
 

Export to CD/DVD:

Click this button to export the data that is displayed in the list to a CD/DVD.

 

Notes Pane
Click the Notes tab on the left bar of the Stack Details pane to view the Notes Pane. The Notes pane can be used to enter notes, information or comments about the Stack. The notes entered here can be viewed by any user who has the privilege to view the selected Stack. The Notes pane has a toolbar with the following options...
 

Click this button to create a new note.

Click this button to edit a note.

Click this button to delete a note.

Click this button to refresh the Notes pane.

Click this button for more options. The following options will be displayed...

 

Print Data:

Click this option to print the notes that are displayed in the list.
 

Export Data:

Click this option to export the notes that are displayed in the list.

 
Event Log Pane
The Event Log pane can be used to view the list of all the actions carried out on the selected Stack. The top bar displays the event filtering options. Apart from Event Category, events can be filtered according to the date and time of occurrence, the Event Group they belong to and by the result of the event. For more information, see Event Logs.
The events in the event list can be filtered in the following ways...
 

Date & Time of Occurrence

 

The Event List can be filtered based on the date and time of the events. The drop-down box has the following options...

 

All:

Select this option to view all the events (events will still be filtered by any other criteria if specified).

Last 12 hours:

Select this option to view all the events of the last 12 hours.

Today:

Select this option to view all the events of the current day.

Yesterday:

Select this option to view all the events of the previous day.

Last 24 hours:

Select this option to view all the events of the last 24 hours.

This week:

Select this option to view all the events of the current week.

Last week:

Select this option to view all the events of the previous week.

Last 7 days:

Select this option to view all the events of the last 7 days.

This month:

Select this option to view all the events of the current month.

Last month:

Select this option to view all the events of the previous month.

Last 30 days:

Select this option to view all the events of the last 30 days.

Custom...:

Select this option if you wish to provide a custom date range. Selecting this option will launch the Event Date Range Dialog.
 

Event Group

 

Events can be filtered based on the group the event belongs to. The following Event Groups are available...

 

All:

Select this option to view all the events (events will still be filtered by any other criteria if specified).

View Events:

Select this option to view all the events belonging to the View Event Group.

Add Events:

Select this option to view all the events belonging to the Add Event Group.

Modify Events:

Workflow Events:

Select this option to view all the events belonging to the Modify Event Group.

Select this option to view all the events belonging to the Workflow Event Group.

Other Events:

Select this option to view all the events belonging to the Other Event Group.
 

Event Result

Events can also be filtered based on the outcome (result) of the event. The possible event results are...

 

All Results:

Select this option to view all the results (events will still be filtered by any other criteria if specified).

Success:

Select this option to view all the events which were completed successfully.

Failure:

Select this option to view all the events which could not be completed successfully.

Rejected:

Access Denied:

Approved:

 

Select this option to view all the events for which permission was denied to the user.
Select this option to view all the events for which permission was denied to the user.

Select this option to view all the events for which permission was denied to the user.

Click this button to refresh the Event Log pane.
 

Click this button for more options. The following options will be displayed...
 

Print Data:

Click this option to print the data that is displayed in the list.

Export Data:

Click this option to export the data that is displayed in the list.

Links Pane

The Links pane can be used to link the selected Stack with other documents and Stacks. You can also break an existing link from this pane. The Links pane is divided into two sections Linked Documents and Linked Stacks.

Linked Documents:
Use the Linked Documents section to link the selected Stack with other document(s) in Globodox. The Linked Documents section has a toolbar with the following options...

 

Click the Link button to link the selected Stack with other documents. The Link button also has a drop-down with the following options...

 

Link existing document(s):

 

Click this option to link the selected Stack with document(s).

Add files from disk and link:

 

Click this option to add files from disk and link it with the selected document.

Scan document and link:

 

Click this option to scan a document and link it with the selected document.

 

Click this button to break a link between the selected Stack and the linked document.

Click this button for more options. The following options will be displayed...

 

Print Document(s):

 

Click this option to print the document(s) that is displayed in the list.

Export Document(s):

 

Click this option to export the document(s) that is displayed in the list.

Email Document(s):

 

Click this button to email the document(s) that is displayed in the list.

Fax Document(s):

 

Click this button to fax the document(s) that is displayed in the list.

Export to CD/DVD:

Click this button to export the data that is displayed in the list to a CD/DVD.

Linked Stacks:
Use the Linked Stacks section to link the selected Stack with other Stacks in Globodox. The Linked Stacks section has a toolbar with the following options...

 

Click the Link button to link the selected Stack with other Stacks. The Link button also has a drop-down portion with the following options...

 

Link existing Stack:

 

Click this option to link the selected document with an existing Stack.

Click this button to break a link between the selected Stack and the linked Stack.

Display Pane

The Display pane displays the document that is selected in the Document List section of the Information pane. The Display pane has two toolbars The Annotation toolbar on the right and the Image toolbar at the bottom.
 

Annotation Toolbar
Use this toolbar to annotate the document. The Annotation toolbar has the following options...

Use this button to draw lines or underline text.

Use this button to draw rectangles.

Use this button to draw ellipses or circles.

Use this button to highlight text.

Use this button to hide certain text.

Use this button to add notes to the document.

Use this button to insert a bookmark on the document.

Use this button to insert a stamp on the document.

Use this button to insert a signature on the document.

Use this button to toggle the annotation's User Information.

Use this button to view the content below the redact.

 
Image toolbar
The Image toolbar has the following buttons...

 

Click the Scroll Mode button to activate the scroll mode.

In the scroll mode you can scroll the displayed image in any direction if the size of the document exceeds the size of the display area. To scroll the image, press the left mouse button and then move the mouse in the direction you want to scroll, keeping the left mouse button pressed.
 

 

Click the Zoom button to activate the zoom mode.

In the zoom mode you can...

Zoom Out (shrink the image) by pressing the left mouse button and moving it in the upward direction.
Zoom In (enlarge the image) by pressing the left mouse button and moving it in the downward direction.
 

 

Click the arrow next to the Scroll Mode button and then click Select from the drop-down to activate the select mode.

In the select mode you can select any area of the displayed image by pressing the left mouse button and then moving the mouse, keeping the left mouse button pressed.
 

 

Click the Magnify button to activate the magnify mode.

In the magnify mode you can magnify any area of the displayed image by moving the mouse pointer to that area and pressing the left mouse button. The area remains magnified only till the left mouse button is pressed. You can move the mouse while the left mouse button is pressed to magnify other parts of the displayed image.

Using the magnify mode is very similar to using a magnifying glass to read a paper document.
 

Click the Zoom In button to enlarge the displayed image.

Click the Zoom Out button to shrink the displayed image.

Select the Zoom level from this drop down.

Click the Actual Size button to reset the image to its original size.

Click the Fit Width button to resize the width of the image to fit the width of the Display pane.

Click the Fit to Window button to resize the image to fit entirely in the Display area.

Click the Rotate Clockwise button to rotate the selected scanned document clockwise.

Click the Rotate Anticlockwise button to rotate the selected scanned document anti-clockwise.

Click the Flip Vertical button to flip the selected document vertically.

Click the Flip Horizontal button to flip the selected document horizontally.

Click the Copy button to copy the selected area on the document.

Click the Print button to print the selected document.

Use these buttons to navigate between the pages of the selected document...

 

First: Click this button to navigate to the first page of a multi-page image file.
 

Previous: Click this button to navigate to the previous page of a multi-page image file.
 

Page Drop-down: Choose a page number from the drop-down to jump to that page of the multi-page image file.
 

Next: Click this button to navigate to the next page of a multi-page image file.
 

Last: Click this button to navigate to the last page of a multi-page image file.

 

Click the Edit button to edit the document in the Image Editor. Using the Image Editor window you can resize, crop and rotate a document. You can save the modifications made to a document from the Image Editor.

 

 


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