Customize Right-Click Menu

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All Document Options are available with a right mouse click. Each user can customize this menu. To customize the option menu, right-click on a document and go to Customize menu at the bottom:

right_click_menu.png

Select the options you would like to include in the menu by clicking and dragging them from the left to the right column: 

NOTE: Drag the item between lines until you see the red drop line.

customize_menu.png

On a Summary View (workspace, Home Page, etc.) all options are also available from the round Options button with a left click.

options_button.png

NOTE: Depending on what page you are on and what type of item you right-click on, you may not see certain options on the right-click menu. For example, if you right-click on a folder you will not see options such as "Check Out" or "Sign Document."

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