All available options in the 'Options Menu'
When you have selected a document (by clicking on it), you can open the 'Options Menu'. This menu contains several options for the selected document. This article will explain all these different options.
Opening the 'Options Menu'
To open the options menu, you first need to open the eformity sidebar. The sidebar is usually opened automatically when you start a Microsoft application that works with eformity. If this is not the case, you can click on 'Show/Hide Sidebar' in the ribbon.
Once the sidebar is open, you can navigate to the options menu. The options menu is inactive by default. To activate the menu, you must first select a document.
You select a document by clicking on it (number 1 in the image). Then, you can click on the options menu button (number 3 in the image).
The options menu will now open. The options menu contains various options. In the image below, each option is numbered.
I don't see all these options?
If some options are missing from the menu, you may need to enable 'Edit mode'.
N_1: Manage Access
With the 'Manage Access' option, you can restrict access to a document or folder for specific users.
N_2: Download File
Clicking the 'Download File' option will download the selected file.
N_3: Upload File
This option uploads a new file to the current location of the selected file, effectively replacing the file.
N_4: Move to…
Clicking the 'Move to...' option will open a new element where you can change the location of the selected file to a different folder.
N_5: Copy to…
The 'Copy to...' option is similar to the 'Move to...' option, but it creates a copy of the selected document at the chosen location.
N_6: Edit
This allows you to edit the template. You can also easily do this with the pen icon next to the document name.
N_7: Rename
This allows you to rename the template. You can also easily do this with the pen and square icon next to the document name.
N_8: Delete
This allows you to delete the template.
Note!
There is no recycle bin, so the document will be permanently deleted.
N_9: Properties
This allows you to view the properties of the template. You can also make the file invisible to users. Administrators can still see the file when 'Edit mode' is enabled.
