HomeUsing LincDoc 3.1+About the LincDoc InterfaceAbout the LincDoc Toolbar

6.1. About the LincDoc Toolbar

The LincDoc toolbar displays several components. When used together, they enable the quick, accurate creation of eForms and Document Packages, as well as access to simple management and administration features.

The toolbar itself is highlighted below.

Form Selection Drop-Down List

This drop-down list, the primary option in the interface, allows you to determine which eForm or Document Package will be manipulated by other other toolbar buttons. The list itself contains the unique identifier and full description of each eForm or Document Package that you can access.

When an eForm or Document Package is selected, you can run (view in the Document Viewer), edit, or delete the selected item. You can also search for documents generated from the selected eForm or Document Package definition.

Note: Not all buttons on the toolbar are directly affected by the selection on this drop-down list.

Run

Once an eForm or Document Package has been selected using the Form Selection drop-down list, clicking run opens the item in the Document Viewer, and allows you to begin entering data.

If needed, you can open multiple Document Viewer instances at one time by selecting multiple eForms or Document Packages, and click run for each one. 

The search option allows you to locate and retrieve previously saved Document Packages or eForms.

After selecting a specific eForm or Document Packages, selecting search will list all relevant content to which the specific user has access. You may select from previously saved search parameters or create new criteria. The search screen is configured by adding parameters under the Search tab in the Admin interface. For more information, see the Search section.

Browse

The browse option opens the Browse dialog box, which allows you to view and manipulate folders and files in your directory structure.

Admin

The admin option allows for the creation, modification, and deletion of eForms and Document Packages.

Clicking the button displays a list of additional options, each of which can then be clicked.

Click one of the following links below for more information on these additional options:

User Profile

The interface is also defined by individual user profile parameters, which can be set using the profile button. This user information is established according to the user's role within the organization's LincDoc community.

Note: In the following example, the user name below the profile button is blurred, for security purposes.

For more information, see Customizing Your User Profile.

System

The system button provides a method for maintaining individual and group access to documents, monitoring LincDoc connectors, and other application-wide security settings.

Clicking this button displays a list of additional options. This list varies based on your user security level. For administrators, this button provides the ability to maintain the LincDoc appliance. 

Help

The help option provides a method for accessing LincDoc online help/documentation, opening a support ticket with the development staff, or viewing your license agreement. The current LincDoc version information can also be found here.

Windows

The windows button provides you with access to the list of currently opened windows (if any), and allows you to optionally tile the open windows on the workspace.

Hidden window are shown in italics, and can be re-displayed by selecting them. In the following example, the first two windows are current hidden.

Logout

Closes the current LincDoc session.

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