The Object Area
The object area shows all the properties and contents of the object that was selected in the list of the objects in the information area. If you want to show the metadata of the opened folder, click the folder name above the structure tree.
The object area is divided into the object aspects:
Shows a summary of the most important metadata and object properties of an object, such as name, editor, status, number of versions, file size, etc.
If the object is in a folder, the most important metadata for the folder is also displayed in a drop-down menu. The title of the drop-down menu provides information about the type of folder. If you click on the linked title, the metadata of the folder is displayed in the object area instead of the metadata of the object.
Fields with links to other objects, such as links to the filing folder or reference links, may also be shown in the Summary aspect area, depending on the object type (see References). Click the folder link or the Reference icon, for example, to access the filing location of the linked object.
If more than one version of an object exists, you can also click the underlined version number to access the version view. Here, you can compare the versions of an object with one another and restore older versions (see Object Versions).
The Metadata aspect area offers the option of editing the metadata of the selected object (see Editing Metadata), provided that:
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you have the appropriate rights;
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no other user has locked the object (see Locking Document Files);
The editing history of the selected object is shown in the History aspect area. It displays, for instance, what changes were made to an object, at what time, and by which user. You can filter the events of the editing history, if needed. You can also access the version view via the entries (see Object Versions).
The relevant links to other objects in yuuvis® RAD are shown in the References aspect area. Click a reference entry to show the filing location of a reference object. You can also use the Search icon or the Open in hit list button to view hit lists containing the reference objects (see References).
The Content aspect area is used to display document content. Various content previews are used depending on the type of document file that was selected:
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Standard content preview
Provides a simple preview of the contents of the selected document file. In this content preview, you can print out and search the document file, select and copy text, and download PDF attachments (see Standard Content Preview).
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yuuvis® RAD office-365-dashlet
The dashlet is not displayed until you have selected a document whose document file permits editing with Microsoft Office 365. You can use the dashlet to create Microsoft Office documents and collaborate on these documents with other yuuvis® RAD users. A detailed description of the dashlet can be found under The yuuvis® RAD office-365-dashlet.
You can undock the content preview (see Hiding and Undocking Areas).
The Signature aspect area shows information about the signatures of document objects. The entries in the aspect area provide information about the status of a signature process or about the signature itself (see Signatures Aspect Area). The aspect area also provides users with the ability to control a signature process.
Aspect areas can be hidden by the administrator. Similarly, the order of the aspect areas can be determined by the administrator. Additional aspect areas can also be developed and integrated as company-specific.
Depending on the context, you also have a number of actions available in the header of the object area:
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Updates the preview of the object selected in the object area. |
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Displays the favorite status of the selected object. Clicking the favorites icon allows you to add the object to your favorites or remove it from the favorites area (see Adding Objects to Favorites). |
Downloads the document file of the selected object in the original format to the local file system (see Download Document File). This is displayed only if the object selected is a document file that has content. |
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Downloads a document file for editing (see Opening and Editing a Document File Locally). This is only displayed if:
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Opens the actions menu and, depending on the context, offers various actions for the object shown in the object area (see The Actions Menu). |
Indicates that a subscription is available for the selected object (see Creating Subscriptions and Deleting Subscriptions). | |
Indicates that a follow-up is available for the selected object (see Creating Follow-ups and Editing or Deleting Follow-ups). | |
Indicates that the selected document is in the process of being signed. The document file has been transferred to a signing platform and still needs to be signed by the specified signers (see Signing Document Files). | |
Indicates that the selected document has been signed (see Signing Document Files). | |
Indicates that the selected document is in the process of being signed and that the signing request has expired, has been rejected, or has been canceled or that an error has occurred during signing (see Signing Document Files). | |
Indicates that the selected object is part of a process file (see Process file). If you hover with your mouse over the icon, the tooltips will show you which process this is. | |
Indicates that the selected object has been finalized (see Finalizing Objects). | |
Indicates that the selected object has been locked by you (see Locking Document Files). | |
Indicates that the selected object has been locked by another user. | |
Link document |
The Link document button indicates that the selected object is a link document (see Object Versions). |
Open original context |
The Open original context button indicates that the selected object is an object referencing the folder (see References). You can click the button to view the filing location of the selected object. |
Adjusting the Layout
You can change the layout of the areas (see Hiding and Undocking Areas). You can also change the arrangement of the aspect areas to your liking (see Object Aspects).