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EQMS Navigator shortcut: Right-click quick access

Follow

Every folder or document displayed in the Navigator Tree has a short cut to the available options.This is achieved by right-clicking on the item to display a pop-up list of options.

 

 

3. The options will be greyed out where they are irrelevant (eg. there is no document attached) or you do not have update permission rights for the item selected.

 

4. The options are as follows:

CREATE NEW COMPONENT

New folder (within this one)

EDIT COMPONENT DETAILS

Change the folder title or permissions

VIEW RELATED DOCUMENT

Open the document

VIEW DOCUMENT DETAIL

Show me the document metadata

COPY DOCUMENT

Take a copy of the document

PRINT DOCUMENT

Print a document

FEEDBACK

Let me comment on the document

ADD NEW DOCUMENT

Let me upload and add a new document in this folder

EDIT DOCUMENT DETAIL

Change the document metadata, including permissions

ADD NEW DOCUMENT VERSION

Let me upload a new version of this document

NEW BATCH UPLOAD

Let me upload a batch of new documents into this folder

REMOVE EXISTING LINK

Remove the document link to this folder (but not the document!)

LINK AN EXISTING DOCUMENT

Let me find and link a document to this folder

ADD TO FAVOURITES

Put a shortcut to this document into my Favourites list

 
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