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The Home tab provides quick access to the most common tasks that you will need to perform with your documents. Tasks that are related to each other are grouped in the Home tab. The Home tab is spilt into groups, they are as follows...

 

Add Group


The Add group consists of various options to add a document to a Sohodox DB. This group consists's the following buttons...

New: Click this button to add a new document.
The New button has the following options...

Document: Select this option to create a new document.

Document using Template: Select this option to create and add documents using a template.

Document Type: Select this option to create a new Document Type.

File Store: Select this option to create a new File Store

Scan: Click this button to scan and add documents.

Add from disk: Click this button to add documents from disk.

The Add from disk button has the following option...

Find and add: Select this option to find documents on disk and add it to the Sohodox DB.

Add Folders from Disk: select this option to add folders from disk to the DB.

 
Edit Group:


The Edit group consists of various options to edit a document. This group consists the following buttons...

Open: Click this button to open a document.
The Open button has the following options...

Associated Application: Select this option to open the document in its associated document.

Selected Application: Select this option to select an application to open the document.

Delete: Click this button to delete a document.
 
Collaborate Group


The Collaborate group consists of options which can be used to move documents from one location or person to another. This group consists the following buttons...

Print: Click this button to print the data that is displayed in the List View pane.

Print Documents: Click the Print drop-down and select the Print Documents option to print documents.

Export: Click this button to export the data that is displayed in the List View pane. For more details see Export data

Export to CD/DVD: Click the Export drop-down and select the Export to CD/DVD to export data to CD/DVD.

E-mail: Click this button to e-mail documents.

Fax: Click this button to launch Sohodox Fax Add-on.

Route: Click this button to launch Sohodox Workflow Add-on.

 

View Group


The View group consists of options to change the layout view. This group consists the following buttons...

Layout: Click the Layout drop-down and select the option as per your choice to change the view.

Refresh: Click this button to refresh the display grid.

 

 


Page URL: http://www.sohodox.com/docs/help/index.htm?home_tab.htm