(Dansk version)


Overview

When you right-click the document or case, the context menu will show a list of useful options for you to choose. However, the default configuration may appear too long or users might like to reorganize some menu items up to their needs. The Context Menu Editor, is an easy-to-use tool that allows the administrator to modify the standard context menu.

<aside> ⚠️ Please note:


Customizing context menu

To customize the context menu:

Click the DocuNote tab, then click Context menu editor and select either Case or Document.

Untitled

In the appeared dialog box, the default list of context menu items is displayed, where you can:

Untitled