Adding Objects to Favorites

yuuvis® RAD client • 8.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 home screen 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 Favorites icon Favorites icon or via the Main menu icon Main menu icon on 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. 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. 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.

Fields with links to other objects may also be shown in the Summary aspect area, depending on the object type (see References). Click 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:

  • you have the appropriate rights;

  • no other user has locked the object (see Locking Document Files);

  • the selected object is not a representation of a referencing object (see References).

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 offers a content preview of the selected object with numerous functions (see Content Preview). In the content preview, you can search the object, select and copy text, and download PDF attachments. You can also undock the content preview (see Hiding and Undocking Areas).

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:

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). 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).
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 using the Undock icon Configure view areas icon (see Hiding and Undocking Areas). You can also change the arrangement of the aspect areas to your liking (see Object Aspects).