Editing or Returning Tasks

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 based on type (Follow-up, Subscription, and Process) or based on status (Accepted, Not yet accepted, Substitution, Overdue). While the filter criteria Accepted and Not yet accepted are mutually exclusive, you can combine the remaining criteria.

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.

If you enter a string in the filter, then you can save it by clicking the Plus icon. The saved filter is then shown below the filter input field and can be deleted again by clicking the Recycle bin icon. Saved filters that have been deleted cannot be restored.

To remove a filter that has not been saved yet, click the Reset filter button in the open filter dialog.

You can use buttons in the Task aspect area to accept, return, or forward tasks (see Editing or Returning Tasks or Forwarding Tasks When Out of Office).

If several recipients are assigned to one process work item, you can show the list of recipients by clicking the Down arrow icon in the Task aspect area.

The editing history of the selected process is shown in the History aspect area. It shows, for instance, what process work items were edited at what time and by which user. You can filter the events of the process history, if needed (see Viewing Processes).

If a process contains record objects, these are shown in the object area. The procedure for adding objects to a file is described in Starting Processes with an Object Reference and Editing or Returning Tasks. Objects that are part of a process file are identified by a Process icon in the header in the object area.

The user is only shown the objects in the object area which they are authorized to read. It may therefore happen that the objects of the process file are not displayed to the user in the object area.

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:

• you have the appropriate rights;

• 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:

• 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 (see Signatures Aspect Area). The aspect area also provides users with the ability to control a signature process.