Work with items more efficiently and avoid problems by reviewing these hints and tips before you work with items in IBM® Content Navigator. These tips quickly explain, for example, how to properly refresh your view, the best way to close a viewer, and how to change the language for your browsing session.
In the Browse view, you can drag items from the tree to the content list and from the content list to the tree.
You can add the parent folder by dragging the folder to one of its subfolders by holding down the Ctrl key while you drag the parent folder to its subfolder. The parent folder is not removed from its current location.
You can create favorites to quickly find the items that you work with frequently. Your favorite items are added to the Favorites view in the web client and in IBM Content Navigator for Microsoft Office. When you create a favorite, you can optionally choose to sync the item to your workstation or mobile device so that you always have the latest version of the document available. You can sync only documents, folders, and teamspaces. To create a favorite, select an item and click Add to Favorites.
The sync feature is only available if it is configured by your system administrator. To access synced content, you must install IBM Content Navigator Sync on your workstation or the IBM Content Navigator application on your mobile device.
When you are browsing or searching for items, if you cannot see a folder or document that you expect to see, click Refresh or run the search again.
If you cannot see an item or data that another user made available, log out of your web client session and log in again.
When you are viewing documents, use the Close or Save button in the viewer to close the window or save your changes. Do not use the Exit button of the browser window to exit the viewer. Using the Close button in the viewer prevents seeing multiple prompts when you close the window.
You can edit the properties of an item from the Document Information pane when you access the item in the Browse, Search, or Favorites views.
When you are editing the properties of multiple items, use the Append check box to append new values to the existing values or to overwrite the existing properties with the new values.
If the Append check box is not checked, any values that you enter replace the values on the selected objects.
You can modify and save item properties in the viewer, instead of navigating back to the search results.
The item properties are editable in Content Manager OnDemand and IBM FileNet P8, if you have Edit Properties permission.
The item properties are read-only for Content Manager OnDemand and CMIS.
The Edit pane is the same as the pane in the properties tab on the Edit Properties dialog box.
You can set email notifications to remind you about particular workflow events. In the Work view, click Preferences and specify the workflow events for which you want to receive notifications. You must enter your email address in the Workflow Preferences dialog box to receive the notifications that you specify.
In the Workflow Preferences dialog box, you can also delegate work to another a user. Your work is routed to your delegate when you are out of office.
Your administrator must enable the email notifications feature by configuring email notifications on Process Engine. If you do not receive notifications, email notifications might not be configured.
By default, the web client uses the language that is set in your web browser settings. You can override the default behavior by changing the language of the web client. This setting changes the language of the text in the web client but does not change the language of the documents in the application.
To change the settings, click the user ID drop-down menu and select Change Language and Locale Settings. You can keep the default browser language setting, or change the setting. If you keep the default browser language, the text is displayed according to the language setting in the browser.
You also can change your application locale preference. For example, if you are an English speaker and you are doing business in Germany, you can set the application language to English to display the text in English and set the application locale to German to use the date, time, and number formats for the German locale.
The default application locale (Use Browser Language Setting) uses the date, time, and number formats that are associated with the language that is specified in your web browser settings.