Configuring the Share menu action

About this task

To add the Share action to the default document context menu, complete the steps in this procedure. Update any menu where you want the Share action included.

If you have already created custom context menus for interacting with documents, edit those menus directly to add the Share action as needed.

Procedure

To add the Share menu action to your document context menu:

  1. In the Administration Desktop, click Menus.
  2. Search for and make a copy of the Default document context menu.
  3. Provide a name and description for the menu copy.
  4. Use the actions tool to add the Share action to the existing menu actions list.
  5. From the Administration Desktop, click Desktops and select the internal desktop where you want to add the updated context menu.
  6. Click the Menus tab, and locate the Document context menu.
  7. Use the drop-down list to select your updated Share context menu.
  8. Repeat these steps to configure the Default folder context menu.

What to do next

Make these changes to any desktop where you want to include the Share option. You can repeat these steps to add the Share action to other context menus, such as the Default teamspace content list context menu or the Default attachments document context menu.