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Document Actions

A user can make various actions on a document. A document can be digitally signed, initialed, forwarded, commented,..

Actions on opened document are executed by opening the document and then clicking on desired action in Action menu or a button in a toolbar.
If a user doesn’t have rights to execute an action a waring pop-up appears with message. If an action is not available button or menu is grayed out.

Some actions on a document can be executed only in Document menu, some can be executed in document list view in Office tab. You only execute actions on selected documents. Actions are selected by clicking with right mouse button to reveal options menu.

To ensure legal validity all actions on document are monitored and can be revised in Trails tab.


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