(Dansk version)

Overview

The menu management module allows you to extend DocuNote's standard menus with your own. The customized menus can be:

• Global - Displayed on the toolbar when the Organization tab is selected

  

• Element-related - Displayed in the context menu, element properties or toolbar when the relevant element is selected.

  

The customized menus can contain frequently used commands and can save you a lot of time when working in DocuNote.

Please note:

• You must have the module role "Manage user-defined context menu" to administer the list. See Roles & Perm. - Module roles
• The user-defined menu items must relate to either a Document, a Case type or a Contact list **and are only displayed when the relevant elements are selected. (For configuration see Documents and Cases - Document categories and types, Documents and Cases - Case types and Address book - Contact lists)

Creating global and user-defined menus

1. Navigate to the Administration area and under System administration select Menu administration*.*

   

2. Right-click on the relevant Global/Document*/Case/*Contact menu in the navigation panel in the left column and select create, or click on the arrow next to the menus to display already created ones and select the relevant one to edit it.

   • Alternatively, click on the corresponding icon in the toolbar to create a new menu.

   

3. Title - The name of the newly created menu

   • Title can also be selected by clicking on the Label-icon, and searching among already created labels.

4. Add new - Creates a new submenu item

5. Title - The display name for the submenu item.

6. Action - What is executed when the end user clicks on the menu item. See more in the next section.

7. Hotkeys - Optionally, a keyboard shortcut combination can be assigned from the dropdown menu.

   <aside> ⚠️ Please note:

   • The keyboard shortcuts can be assigned only to user-defined menus. </aside>

8. Click on Save to save your changes

<aside> 💡

Tip:

• Ønsker du at redigere et eksisterende menupunkt, skal du blot klikke på Titel/Handling/Brugerdefinerede hotkeys, og lave de ønskede justeringer
• Ønsker du at slette et eksisterende menupunkt, skal du blot markere det og vælge “Slet” i vinduets værktøjslinje </aside>