Overview

Menu management module allows you to expand DocuNote's standard menus with ones of your own. The custom menus can be:

• global (accessible on the Case Panel when the Start page or Explorer panel is open)
• user-defined (defined by users and appear when you right-click the documents, cases or contacts. You can also create user-defined menus that appear in the Case Panel, Context menu or Property forms.

The custom menus may contain commands which are most frequently used and will save you a lot of time when working with them in DocuNote®.

Finding your preferences

Before a user can create custom menu items, the system administrator must permit them to use the "Menu Administration Module" in DocuNote.

As an administrator, follow these steps to grant necessary permission:

1. Click the DocuNote tab and select System setup
2. Switch to Roles and permissions tab
3. Click Roles
4. In the Roles window, switch to the tab Module roles
5. Double clickto edit desired module role
6. Under Menu management module mark checkbox for the permission Manage user-defined menus
7. Click Save to apply your changes