(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:

• The customized context menu is applied to all users. Still, if something goes wrong, you can always reset the context menu to its default configuration.
• It requires the module role "Manage custom context menu" to edit the menu. See Module roles - Roles & Permissions </aside>

Customizing context menu

To customize the context menu:

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

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

• show/hide the menu items by selecting the check boxes next to them;

• move the menu item up and down through the list using the drag-and-drop method;

• create a new custom group by clicking Add*>* New group;

  <aside> ⚠️

  Please note:

  • To place a menu item under a new group, drag and drop it into position.
  • The first menu item must be dropped slightly to the right of the group. Notice the small difference in where the black line indicator appears when you drag the item:
    • Left image: placed below "Log section" at the same level
    • Right image: placed as an item under "Log section"

  

  </aside>

• create an additional separator by clicking Add*>Separator;*

• restore the default configuration by clickingReset.