CPMS Wiki

•  Properties - Opens the properties window for the document.
• Contacts - Lists all contacts related to the document. Click to open the contact.
• Attributes - Allows you to toggle the discoverable, without prejudice and copy attributes.

Reading/authoring

• Read - Starts the reading document activity.
• Edit - Checks the document out of the library and starts the editing document activity.
•  Finalise - Starts the document finalisation activity, allowing you to finalise (and optionally send) the document.
•  Send - Starts the document sending activity, used to send the final version of a document to its addressee(s).

•  Reply - Creates a new document in reply to the selected document, addressed to the sender.
•  Reply to all - Creates a new document in reply to the selected document, addressed to the sender and all recipients of the original message.
•  Forward - Creates a new document and attaches the selected document as an enclosure.

•  Check out - Checks the document out of the library for editing.
•  Check in - Checks the document back into the library after editing.
•  Discard check out - Discards the check out (and any unsaved changes).

•  Cut - Cuts the selected document(s) to the Windows clipboard. You can paste them onto any other Documents tab.
•  Copy hyperlink - Places a link to the document on the clipboard. You can paste this into any document hyperlink within the program.
•  Copy to list - Allows you to build a list of documents which can be pasted into other applications.
•  Duplicate - Creates an draft (editable) copy of the selected document, which is completely independent from the original (see duplicate document).
•  Paste - Pastes document(s) which were previously cut to the clipboard.

•  Create document - Starts the document creation activity, to build a new document.
• Send to
•  Contact - Creates a new document and attaches the selected documents as enclosures.
•  Distribution list - Starts the document distribution activity to circulate the document to other members and/or contacts.
•  Task composer - Creates a new task relating to the selected document.
•  My computer - Saves a copy of the document on the local computer, optionally converting to PDF format.
• Rename - Allows you to quickly change the description of the document.
•  Delete - Completely removes the document(s) from the library.