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. </aside>

Finding your settings

Module permissions

Before you start using the context menu editor, please check if appropriate permissions are set up:

1. Click DocuNotetab, and then click System Setup*.*
2. In the left navigation panel switch to Roles and Permissions*.*
3. Click Roles and edit the Module Role*.*
4. Check if the following permissions are enabled under the Functionsmodule:

1. Click the Save to apply your changes, if any.

Customizing context menu