The Actions Menu

• Open document file*

  Opens the selected object’s document file for editing on the local workstation in the assigned application (see Opening and Editing a Document File). You can lock the document file before it is further editing by other users (see Locking Document Files).

• Download document file

  Downloads the document file of one or more marked objects to the local file system in the original format or as a PDF file (see Downloading Document Files).

• Request signatures

  Requests a digital signature for the selected PDFdocument file from a configured service provider. The action is only offered if the corresponding prerequisites are met (see Signing Document Files).

• Copy

  Copies one or more selected objects to the yuuvis® RAD client clipboard (see Copying Objects and "Copy to Clipboard").

• Cut

  Moves one or more selected objects to the yuuvis® RAD client clipboard (see Moving Document Files).

• Open in folder/ Open

  Opens the selected object’s folder view of the filing location. The object view will be opened for document files that are filed in the main directory of yuuvis® RAD (general filing location).

• Create subscription/ Remove subscription

  Creates subscriptions for one or more selected objects or removes them again (see Creating Subscriptions and Deleting Subscriptions).

• Edit follow-up/ Edit follow-up

  Creates follow-ups for one or more selected objects or opens the dialog for modifying or deleting follow-ups (see Creating Follow-ups and Editing or Deleting Follow-ups).

• Show versions

  Opens an overview of all versions of the selected object. You can select two versions in the version list to compare them side by side. The action is not offered if the selected object only has one version (see Object Versions).

• Delete

  Deletes an object. Only the administrator can restore deleted objects (see Deleting Objects and Removing Document Files).

• Remove document file

  Removes document files from one or more selected objects (see Deleting Objects and Removing Document Files).

• Share

  Gives users or groups read rights for documents or folders and removes them again. When sharing, you can decide whether you want to grant read rights for a document or folder. With a folder, you also have the option of deciding whether all the documents stored in it are involved in the sharing or solely the folder.

  This action is only available for object types that have been accordingly configured (see Sharing Objects).

• Release lock*

  Unlocks a document file (see Locking Document Files and Unlocking Document Files).

• Send e-mail

  Creates a new e-mail message in your local e-mail application and inserts links for one or more selected objects. Please note that the recipient must have permission to read the objects (see Sending E-mails).

  • Send e-mail\with link to the object

    Creates a new e-mail message in your local e-mail application and inserts links for one or more selected objects. Please note that the recipient must have permission to read the objects.

  • Send e-mail\with a document file in the attachment*

    Creates a new e-mail message in your local e-mail application and adds the document files of one or more selected objects as an attachment.

  • Send e-mail\with document file as a PDF*

    Creates a new e-mail message in your local e-mail application and adds PDF versions of document files of one or more selected objects as an attachment.

• Copy to clipboard

  Copies links from one or more selected objects to the Windows clipboard (see Copying Objects and "Copy to Clipboard").

  • Copy to clipboard\link to the object

    Copies URL links from one or more selected objects to the Windows clipboard. Please note that the recipient of the link must be authorized to read the object.

  • Copy to clipboard\original document file*

    Copies document files from one or more selected objects in the original format to the Windows clipboard.

  • Copy to clipboard\document file as a PDF*

    Copies document files from one or more selected object in PDF format to the Windows clipboard.

• Add to favorites/ Remove from favorites

  Adds one or more selected objects to the favorites list or removes them again from the favorites list (see Adding Objects to Favorites).

• Finalize/ Definalize

  Finalizes one or more selected objects, meaning that an object’s metadata and any document files can no longer be modified or the business object cannot be deleted. The finalization can only be removed by users with appropriate rights (see Finalizing Objects).

Here you can find actions and processes that your administrator has configured to meet your company’s specific requirements, such as release or follow-up inquiry processes. Depending on the type of action or process, various additional work items will follow, which are described in the relevant company-specific documentation.

These actions and processes are object-related, just like the other actions in the actions menu. This means that the actions and processes are applied to the specifically selected object(s).