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. 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 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 only when creating the favorite.
As another option, you can use the Add to favorites action in the Actions 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.
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 or via the 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:
Refreshes the favorites list.
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.
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 Clear sorting icon in the open sorting dialog.
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, 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:
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 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:
Updates the preview of the object selected in the object area.
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 Downloading Document Files). This is displayed only if the object selected is a document file that has content.
Downloads a document file for editing (see Opening and Editing a Document File). This is only displayed if:
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 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.
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.
Click the Favorites icon in the object area again to remove an object from your favorites. As another option, you can use the Remove from favorites action in the Actions 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.