📄 document actions.html.svn-base
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<html><head> <title>Document Actions</title></head><body><h2>Document Info menu</h2><h3>Display Details </h3>Displays information about a currently selected document; e.g. filename, custom document number, file type, document version, created by, owned by, last update by, document type, workflow, document id, tags, category, author, media type, associated fieldsets, fields, field values<br /><br /><h3>Download</h3>Downloads a copy of the current document without checking it out of the document management system. You can open the document to view it and/or save it to your local computer. <br /><br /><h3>Permissions</h3>Displays the current permissions setup on the document.<br /><br /><h3>Transaction History</h3>Displays a transaction history on the currently selected document, and includes a record of all transactions performed on the document.<br /><br /><h3>Version History</h3>Displays a record of past content versions and past metadata versions of a currently selected document, and allows you to compare versions.<br /><br /><h3>View Roles</h3>Displays current role allocations on the selected document.<br /><br /><h2>Document Actions menu</h2><h3>Archive</h3>Archives a currently selected document and renders the document invisible to non-administrative users. Only administrative users are allowed to restore archived documents. Archiving clears space in the repository in order to speed up search and document viewing. <br /><br /><h3>Change Document Ownership</h3>Changes the document ownership. The new user becomes the document 'owner'. Note that changing the document owner may restrict access to the document if the new owner does not have the correct permissions on the document.<br /><br /><h3>Check-out</h3>Checks the document out of the document management system, updates the transaction history, locks the document against check out and editing by other users, and downloads the document to your local computer, where you can edit the document before checking it back in to KnowledgeTree.<br /><br /><h3>Cancel Checkout</h3>Displays only if you have the current document checked out. This action overrides the document's checked out status. The pre-checkout version of the document is restored to the document management system. To add any changes you made to your local copy of the document you will have to check it out again, add your changes, and check the document back in.<br /><br /><h3>Check-in</h3>Displays only if you have the current document checked out. This action allows you to update the current document with the changes you made to your local, checked out copy, and increments the version by 0.1 on check-in.<br /><br /><h3>Copy</h3>Copies the currently selected document to another location in the repository.<br /><br /><h3>Delete</h3>Moves a document out of the folder hierarchy so that it is no longer available to system users. Deleted documents may be restored or expunged by the KnowledgeTree administrator. <br /><br /><h3>Discussion</h3>Displays discussion threads on the document (if any) and allows you to create new threads, add to existing threads or add a post to an existing thread. Discussions are a low level collaboration tool that provides a forum for users to share their ideas on a document. <br /><br /><h3>Edit Metadata</h3>Displays existing metadata on the currently selected document and allows you to edit the document's generic metadata. <br /><br /><h3>Email</h3>Allows you to send an email message to one or more KnowledgeTree users or groups, and provides a link to the currently selected document. <br /><br /><h3>Generate PDF</h3>Converts a currently selected document to PDF format. To view the file you need to have a PDF Reader installed. KnowledgeTree supports PDF conversion for the following file formats: doc, ods, odt, ott, txt, rtf, sxw, stw, xml, pdb, psw, ods, ots, sxc, stc, dif, dbf, xls, xlt, slk, csv, pxl, odp, otp, sxi, sti, ppt, pot, sxd, odg, otg, std, ascThis action displays only when the file format of the currently selected document is one of the supported options. By default, the converted PDF is downloaded to your desktop. You may browse to select another location.<br /><br /><h3>Links</h3>Allows you to display or remove existing links and create new links, and to open linked documents on a currently selected document. Document links establish associations between documents in the repository, and link to pages or sites on the Internet. Note that when creating document link types, the administrator specifies the type of relationship that the link implies between the linked documents 鈥⌨️ 快捷键说明
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