Document Actions Display Settings

Document actions display settings are configured in Administration – Document Management – Configure display of actions with documents (fig. 1).

Fig. 1. Administration – Document Management – Configure display of actions with documents

Action display settings for each document type are configured in Administration – Document Management – Document Types, on the Actions tab.

Fig. 2. Configuring display of actions with documents

Note, that these settings work correctly only if the Use custom settings of document actions display box on the Actions tab of a document type page is unchecked.

In this section, you can select the actions, which will be available on the document page and in document folders.

All the actions are grouped into units. To select an action, check the box next to it.

Document Tasks – this unit contains the actions that can be applied to a task, to which the document is attached (fig. 3).

Fig. 3. Configuring document actions display. Document Tasks unit

General Actions – this unit contains the standard actions for all documents (fig. 4).

Fig. 4. Configuring document actions display. General Actions unit

Document Versions – this unit contains the actions that can be applied to document versions (fig. 5).

Fig. 5. Configuring document actions display. Document Versions unit

Document Archive – this unit contains the actions that can be applied when when archiving or restoring a document (fig. 6).

Fig. 6. Configuring document actions display. Document Archive unit

Document Links – this unit contains the actions, used when working with document links (fig. 7).

Fig. 7. Configuring document actions display. Document Links unit

If you uncheck the box (fig. 8) next to any action, it will be unavailable in the Actions button menu on the document page (fig. 9), and in the document context menu (fig. 10).

As an example, let's uncheck the Send to Archive box in the Document Archive unit and click Save (fig. 8).

Fig. 8. Settings of document actions display page

As the result, the Send to Archive button will no longer be available in the Actions button menu on the document page (fig. 9,10).

Fig. 9. Actions button with the Send to Archive action not selected

Fig. 10. Actions button with the Send to Archive action selected

The Send to Archive action will also be unavailable in the document context menu (fig. 11, 12).

Fig. 11. Document context menu, My Documents folder

Fig. 12. Document context menu, Send to Archive action not selected

However, the Send Documents to Archive option under the Selected button will remain available in the documents folder (fig. 13).

Fig. 13. Selected button

When you select this action, the system will warn you that it cannot be completed (fig. 14).

Fig. 14. System warning