This Help topic refers to the following editions:
þ Enterprise þProfessional þ Personal þ Small Business
Use the menu bar to access the basic features and functions of DocuXplorer. The menu bar will display all available functions based on the DocuXplorer object in focus. Functions for an object that are unavailable due to security restrictions or other reasons are grayed out on the Menu. Objects can be items on the Library Tree such as Library, Recycle Bin,Import Engine, DX In Box, Saved Search, Templates, Work Folder, Cabinets, Drawers and Folders, or Documents in a Document List View. Many menu items have keyboard short cuts. Click here to see a list of available Keyboard Shortcuts.
The main menu items are as follows:
Items display on the File Menu when focus is on;
Library, DX In Box, Cabinet and Drawer
Add Document – Submenu appears but is grayed out as documents cannot be added to these DocuXplorer objects. Documents may only be added to Folders.
Find Document – opens the Find Document Dialog to search for documents.
Open Library As... - allows users to log out of the Library and log back in as a different user
Create/Connect Library… - allows users to connect to a DocuXplorer Library.
Note: DocuXplorer supports only a single Library at each installation. Once you have created your Library do not create any other new Library.
Close Library – Closes the Library but leaves the DocuXplorer desktop open. When the Library is closed, the File menu option will be renamed as Open Library.
Exit Application - Allows the user to close DocuXplorer
Import Engine
Add Import Job - opens the Import Job Properties dialog box to start adding a new Import Job.
Save Import Jobs - saves the Import Job if any modification has been made. This will be grayed out if no job has been selected.
Find Document - opens the Find Document Dialog to search for documents.
Open Library As... - allows users to log out of the Library and log back in as a different user
Create/Connect Library… - allows users to connect to the DocuXplorer Library.
Note: DocuXplorer supports only a single Library at each installation. Once you have created your Library do not create any other new Library.
Close Library – Closes the Library but leaves the DocuXplorer desktop open. When the Library is closed, the File menu option will be renamed as Open Library.
Print Display – Will print the display of the current Import Engine List View. Items will be grayed out until an item or multiple items have been selected.
Export Display – Will allow the display of the current Import Engine List View to be exported to a hard drive location. Display can be exported to Excel, HTML, XML, or Comma Separated Values Text file.
Exit Application - Allows the user to close DocuXplorer
Folders including special folders such as Saved Search, Templates and Work Folder
Add Document – allows users to add documents to a Folder
Find Document – opens the Find Document Dialog to search for documents.
Open Library As... - allows users to log out of the Library and log back in as a different user
Create/Connect Library… - allows users to connect to the DocuXplorer Library.
Note: DocuXplorer supports only a single Library at each installation. Once you have created your Library do not create any other new Library.
Close Library – Closes the Library but leaves the DocuXplorer desktop open. When the Library is closed, the File menu option will be renamed as Open Library.
Exit Application - Allows the user to close DocuXplorer
Document in the Document List View
Add Document – allows users to add documents to a Folder
Find Document – opens the Find Document Dialog to search for documents.
Open Library As... - allows users to log out of the Library and log back in as a different user
Create/Connect Library… - allows users to connect to the DocuXplorer Library.
Note: DocuXplorer supports only a single Library at each installation. Once you have created your Library do not create any other new Library.
Close Library – Closes the Library but leaves the DocuXplorer desktop open. When the Library is closed, the File menu option will be renamed as Open Library.
Print Display – Will print the display of the current Document List View.
Export Display – Will allow the display of the current Document List View to be exported to a hard drive location. Display can exported to Excel, HTML, XML, or Comma Separated Values Text file.
Exit Application - Allows the user to close DocuXplorer
The Edit Menu displays program functions specific to the object selected. A selected object is described as "in focus". Objects can be items on the Library Tree such as Cabinets, Drawers and Folder, or Documents in a Document List View.
Items Displayed on Edit Menu when focus is on the;
Library, DX In Box, or Import Engine
Cut, Copy, Paste, Paste Document Shortcut, Paste Documents from Explorer, Paste Folder Structure, Delete, and Rename are grayed out. These functions are not available for these objects.
Properties - display the properties of the Library, DX In Box, or Import Engine.
Recycle Bin, Saved Search, or Work Folder
Cut, Copy, Paste, Paste Document Shortcut, Paste Documents from Explorer, Paste Folder Structure, and Rename are grayed out. These functions are not available with this object.
Delete - deletes the contents of the Recycle Bin, Saved Search, or Work Folder
Properties - display the properties of the Recycle Bin, Saved Search, or Work Folder
Cabinets
Cut, Copy, Paste, Paste Document Shortcut, Paste Documents from Explorer and Paste Folder Structure are grayed out. These functions are not available with this object.
Delete - deletes the Cabinet and all its Drawers, Folder and Documents
Rename - renames the Cabinet
Properties - display the properties of a Cabinet
Drawers
Cut, Paste Document Shortcut, and Paste Documents from Explorer are not relevant to this item and are grayed out.
Copy - allows user to copy the Folder Structure of a Drawer to the clipboard
Paste Folder Structure - allows a user to paste a Folder Structure to a Drawer. This item is grayed out until a Drawer's Folder Structure has been selected to Copy.
Delete - deletes the Drawer and all its Folders and Documents
Rename - renames the Drawer
Properties - display the properties of the Drawer
Folder
Cut - allows the user to cut the Folder from the present location
Copy - allows user to copy the Folder to be pasted to a new location
Paste - Allows a user to paste a Folder to a Drawer or to Folder as a Sub-Folder. This item is grayed out until a Folder has been selected to Cut or Copy.
Paste Document Shortcut - allows a user to paste a Document Shortcut to a Folder. This item is grayed out until a Document has been selected to Cut or Copy.
Paste Documents from Explorer - allows a user to paste a Document to a Folder from Windows Explorer. This item is grayed out until a Document has been selected to Cut or Copy in Windows Explorer.
Paste Folder Structure - allows a user to paste a Folder Structure to a Drawer. This item is grayed out until a Drawer's Folder Structure has been selected to Copy.
Delete - deletes the Folder
Rename - renames the Folder
Properties - display the properties of the Folder
Document List View or the Find Dialog Query Results List while highlighting one or more documents
Cut - allows user to cut Documents from the present location
Copy - allows user to copy the Document to be pasted to a new location
Paste - allows user to paste cut or copied documents into a folder. This menu item will be grayed out when no documents has been selected to Cut or Copy.
Select All - allows user to select all documents in the List View or Query Results List
Delete - deletes the documents selected
Edit Data - allows user to start or stop Edit Mode to edit the index data in the index field in focus
Rename - renames the document
Properties - display the properties of the document
Document List View while in Edit Mode - when in Edit Mode the focus is on the specific index data entered in that index field.
Undo - allows a user to undo a change that has been made to index data in an index field in focus. This item is grayed out unless an action such as Paste has been performed.
Cut - allows user to cut from the present location. This item is grayed out until a text string has been selected.
Copy - allows user to copy the Folder to be pasted to a new location. This item is grayed out until a text string has been selected.
Paste - allows user to paste cut or copied data into an index field. This item is grayed out Unless a text string has been selected in Cut or Copy.
Select All - allows user to select all data in an index field
Delete - deletes the content of the index field
Edit Data - allows user to start or stop Edit Mode to edit the index data in the index field in focus
Properties - display the properties of the Index Field
Edit commands are also available from the Icon Toolbar or the right mouse button menu.
View commands allow users to customize and configure the DocuXplorer Desktop. Select or unselect any part of the DocuXplorer Desktop to tailor the Desktop View to your needs.
Items Displayed on View Menu when focus is on the;
All objects other than documents in a Folder or Query List
Tool Bars – Allow users to customize the Toolbar at the top of the DocuXplorer window.
Status Bar – Show various types of status information at the bottom of the DocuXplorer window.
Refresh F5 – Refresh the current window after an operation to ensure the results of the operation are repainted onto the window.
Document in a Folder or Query List View
Tool Bars – Allow users to customize the Toolbar at the top of the DocuXplorer window.
Status Bar – Show various types of status information at the bottom of the DocuXplorer window.
Preview Column - Select a memo field to display in the Document List View and Document Window from the drop down list. The default field for the Preview Column is the Description Field. Any selected memo field will also display in a tab in the Document Window. If you have selected the "Not Selected" item from the drop down list the memo field tab will not display in a Document Window.
Tip:
A user can select another Memo Field to be the Preview Column. If another Memo Field is selected for the Preview Column it can not be added to the Column Header Bar. The field selected for the Preview Column will not display in the Add Fields dialog box.
The Preview Column can only be edited in a Document Window.
Preview Column (Show/Hide) - Allows users to preview entries in the selected Preview Column Field. An additional line will be added to each document in the folder displaying the first 2 lines of the selected memo field.
Advanced Filter Panel – Filtering is the process of retrieving a subset of documents in a folder based on filtering criteria. The Advanced Filter Panel allows users to filter the display of a folder. The folder display can be filtered on existing data in the folders index fields, customized, or set to display all documents associated to the specific data being filtered for.
Show/Hide Column Filter Option – Will place the Filter Panel above the Index Set header in the Document List View.
Refresh F5 – Refresh the current window after an operation to ensure the results of the operation are repainted onto the window.
Active User List - a list of users logged into DocuXplorer
Library Event Log - available in Professional and Enterprise only
Import Engine - optional plug-in, menu item grayed out if not purchased.
Data Conversion - a tool to convert data from DocuXplorer 3 to DocuXplorer 4
Options - set application defaults for global or local user options
The Windows menu displays a list of open documents. The Close All Documents item allows users to simultaneously close all open Document Windows.
The Help menu contains the following items;
Getting Started - displays the Welcome screen displayed before a Cabinet, Drawer and Folder have been created.
Help Topics - opens the DocuXplorer documentation.
Context Help - opens the DocuXplorer program help to the topic of the item in focus on the screen.
Web Home Page - DocuXplorer Web site Home Page
Upgrade Information - web site page with information on new upgrades
Web Site Support - Links to the top-level support page on the DocuXplorer Web site.
Email Technical Support - to create an email form that you can use to ask questions and report issues to DocuXplorer tech support.
Product Updates - checks the DocuXplorer web site for updates are available
Product Registration Screen - allows user to display or input DocuXplorer Registration information
About... - DocuXplorer information screen display DocuXplorer edition, version number and licensing information.
Tip:
Email from DocuXplorer can be either SMTP or MAPI. With some programs like Lotus Notes users will need to install Microsoft's MAPI email interface for Lotus Notes.