The folder contents area of the Document System lists the definition objects, subfolders, and links that are stored in the folder selected in the document tree area.
Example of the folder contents area of the Document System
Tasks that you can perform
■ Click an item to select it for use with a toolbar command and to display a read-only summary of its basic properties in the summary area.
■ Select multiple items for use with a toolbar command or right-click command by holding down Shift or Ctrl while clicking each item. The last object you select is the one whose properties are displayed in the summary area.
■ Double-click a definition object to perform one of the following actions (depends on the type of object):
□ Open a properties window that enables you to edit the definition of the object.
□ Open the Document Utility.
■ Double-click a folder to open the folder and display its contents.
Toolbar behavior when items are selected
When an item in the folder contents area is selected, the toolbar commands behave as follows:
■ Organize > Refresh refreshes the document tree.
■ Organize > Cut, Organize > Copy, and Organize > Paste enable you to copy or move the selected definition objects. The cut or copied objects are placed inside the folder that is selected when you use the Organize > Paste command.
■ Organize > Select All selects all contents within the folder.
■ Organize > Delete moves the selected objects to the Recycle Bin.
■ Organize > Properties shows a read-only summary of the selected object's basic properties.
■ Organize > Display Summary shows or hides the summary panel for the object selected.
■ New displays a drop-down list from which you can choose a new folder or definition object type to create. When you select an object type, a properties window appears in which you can define the object. The object types shown in the drop-down list are determined by the properties of the folder in which you are working. You can examine these folder properties by selecting the folder in the document tree area, then choosing the Edit toolbar command.
■ Edit opens a window that enables you to edit the definition of the selected folder, object, or of the object to which a selected link points.
■ Import imports an external XML file (created by the Export command on a different iMIS database) into objects in the Document System. (You cannot use Export and Import to make copies of objects within the same iMIS database.)
The Upload button reads the XML file contents and displays a list of the definition objects that were exported to the XML file. You can select which of the objects to import, and whether to overwrite objects with the same database GUID in the destination folder or to create new copies of the objects. You can also opt to import the objects to the folder from which they were originally exported, or to override that default destination with the current folder.
■ Export exports all selected folders and definition objects into a single XML file, which can later be used to import those objects into the same folder or a different folder in a different iMIS database. (You cannot use Export and Import to make copies of objects within the same iMIS database. To make copies, use Organize > Copy and Organize > Paste.)
■ Versions displays a list of the existing versions of a versionable object, from which you can:
□ Export a specific version to an XML file.
□ Purge a specific version from the version list, removing all traces of that version from the system.
□ Copy the a specific version to a new definition object with a different name.
□ Create an new version based on any existing version by selecting the version, clicking Revert (which creates a new working version), and then publish the working version. If you make no changes to the working version you are effectively reverting to the state of the selected version, although technically it becomes a more recent version in the list of versions.
■ Run executes a selected query, report, or other object types that are designed to be run. If the selected object is a .PDF, .DOC, or .XLS file, this command opens the file in its assigned editor.
■ Preview displays a fully rendered view of the selected navigation item, content record, or other CM object types that are designed to be previewed.
■ Publish transforms a working version of an object into a published version. Only the most recent published version (of a versionable object) is actively used by the system.