Adding Objects to Favorites

yuuvis® RAD client • 10.x »

You can add objects (folders and document files) and saved searches to your favorites in yuuvis® RAD client. You can quickly access frequently used objects via the Favorites area in the Main menu icon Main menu. Saved searches that you added to your favorites will be shown on the dashboard of yuuvis® RAD client.

See Adding Saved Searches to Favorites for information on adding saved searches to your favorites.

Adding Objects to Favorites

Click the Favorites icon Favorites icon in the header area of the object area to add objects to your favorites. A save dialog in which you can assign a title to the favorite appears. After saving, the favorites icon changes color and the object is added to the Favorites area in the main menu. You can edit the name of a favorite using the Favorites icon Favorites icon only when creating the favorite.

As another option, you can use the Add to favorites icon Add to favorites action in the Actions menu iconActions menu for one or more selected objects. If you add several objects at the same time to your favorites, you cannot name them yourself. The names of the favorites are automatically generated from the metadata.

Managing Favorites

You can manage all your favorites in the Favorites area in the main menu. You can open the Favorites area by clicking the Main menu icon Main menu icon or via the Favorites icon Favorites icon on the yuuvis® RAD bar.

In the case of smaller monitors or browser windows (<600 pixels wide), the Favorites icon Favorites, In-tray iconIn-tray, Inbox icon Inbox and User documentation - iconUser documentation icons are hidden in order to better display the yuuvis® RAD bar.

The Favorites area is subdivided into the following areas:

Your favorites list can be refreshed, filtered, and sorted. The following functions are available in the favorites list:

Update icon

Refreshes the favorites list.

Filter icon

Filters the favorites list by text or object type.

For example, enter the contract string and the list will show all objects whose names contain the contract string. If you enter more than one term, the AND operator is used to connect them. The filtered messages will then contain all terms you entered for the search in the title or subject.

You can also filter by predefined object types.

Active filters are highlighted by means of a colored filter icon in the header area of the list. The count of the filtered objects is shown in the footer of the list. To remove a filter, click the Reset filter button in the open filter dialog.

Sort icon

Sorts the favorites list in ascending or descending order by title or date.

Active sortings are highlighted by means of a colored sorting icon in the header area of the list. To remove a sorting, click the Remove icon Clear sorting icon in the open sorting dialog.

Actions menu icon

Opens the actions menu and, depending on the context, offers various actions for the object(s) selected in the favorites list.

The aspects of the favorites selected in the favorites list are shown in the object area. It 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 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:

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 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:

  • 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).

  • 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. The aspect area also provides users with the ability to control a signature process (see Signing Document Files).

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:

Icon Beschreibung
Update icon Updates the preview of the object selected in the object area.
Favorites icon 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).
Download icon 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.
Edit icon

Downloads a document file for editing (see Opening and Editing a Document File Locally). This is only displayed if:

  • the object selected is a document file that has content;
  • you have the appropriate permissions to edit the file;
  • use of the installed yuuvis® RAD agent has been enabled in the settings (see Connecting yuuvis® RAD agent).

Actions menu icon

Opens the actions menu and, depending on the context, offers various actions for the object shown in the object area (see The Actions Menu).
Subscribed icon Indicates that a subscription is available for the selected object (see Creating Subscriptions and Deleting Subscriptions).
Follow-up available icon Indicates that a follow-up is available for the selected object (see Creating Follow-ups and Editing or Deleting Follow-ups).
Signing icon gray – icon 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).
Signing icon green – icon Indicates that the selected document has been signed (see Signing Document Files).
Signing icon red – icon 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).
Documents in process file – icon 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.
Finalized icon Indicates that the selected object has been finalized (see Finalizing Objects).
Document locked icon Indicates that the selected object has been locked by you (see Locking Document Files).
Document locked icon 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.

Removing Favorites

Click the Favorites icon Favorites icon in the object area again to remove an object from your favorites. As another option, you can use the Remove from favorites icon Remove from favorites action in the Actions menu iconActions menu of the selected object(s).

If you want to remove an object that has already been deleted in the system from your favorites, click the Remove from favorites button in the middle of the object area.

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).