Browsing for documents

Note:

This topic relates to the Cross-platform MS Office Add-in. For details on using the Office (Win) Add-in, see Office (Win) Add-in.

The Office Add-in Browse tab displays a top-level view of the Cognidox categories.

Note:

The Browse tab does not show every version of documents in Cognidox.

You can:

  • Expand and contract category headings by clicking on them.

    The dialog for entry of a name limits it to 50 characters (the OK button becomes disabled). The name of the document wraps around.

  • Click on the three dots to the right of a category or a document title. The resulting context menu options depend on:

    • Whether you’re operating on a category or document.

    • Your user rights in Cognidox.

Category options are:

  • New > Category: This brings up a dialog asking for the name of the category to be added.

    See Creating a new document part number and Saving your work.

  • Delete: Use this if (for example) you create a new category in error and want to delete it before creating any documents.

  • Rename: Change the name of a category.

Document actions are:

  • Open: Downloads the selected document from Cognidox and opens it with the appropriate application.

    If the document extension does not match one that the running Office application supports, then the option will be greyed out.

  • Delete: Use this to remove a document from the repository.

  • Rename: Changes the name of the selected document.

  • New > Empty Document: Creates a new office document using the empty content template managed by the Cross-platform MS Office Add-in plugin.

    Typically this is just a blank office document. In the new document a number of Cognidox custom properties are set. The newly created document is opened in a new Office application window.

    See Creating a new document part number and Creating a new document from a template.

  • New > From Template: A submenu contains the set of document templates that have been associated with the document's part number. Typically these document templates are the ones assigned to the document's parent category. Selecting one of the templates creates a new Office document based on the content of the template. The new document also contains a number of Cognidox custom properties. The newly created document is opened in a new Office application window.

  • Upload > Draft: Brings up a dialog where you can enter a description about the new draft version of the Office document.

    Press OK to create a new draft of the Cognidox document with the contents of the Microsoft Office document.

    For example if the current draft is 'A', then a new draft with the 'B' postfix is created. During the transfer process, the footer of the Cross-platform MS Office Add-in displays an indication of the progress.

    Note:

    This menu option is only enabled if the Office application can create documents in the format that matches the document's part number document type.

  • Upload > Issue: Brings up a dialog where you can enter a description about the new issue version of the Office document.

    Press OK to create a issue of the Cognidox document with the contents of the Microsoft Office document.

    For example if the current issue is 'A', then a new issue with the '1' postfix is created. During the transfer process, the footer of the Cross-platform MS Office Add-in displays an indication of the progress.

    Note:

    This menu option is only enabled if the format of the files that the Office application can

    create match that of the document type of the selected part number.

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