DynaFile Support Guide Support Guide
DynaFile Support Guide Support Guide
  • Login
    • New Users
    • Lost Password
  • User Interface
    • Menu Bar
    • Search Panel
    • Index Browser
    • Search Results Area
      • Multi-Document Actions Bar
      • Document Actions Panel
      • Fly-Out Menu
      • Thumbnail Preview Panel
    • User Preferences
  • Retrieving Documents
    • Index Search
    • Index Browsing
  • Importing Documents
    • Upload
    • Public Upload
    • Companion
    • Installation Instructions for Multi-Function Copiers
    • Upload New Version
  • Scanning Documents
    • Barcode Scanning
      • Barcode Cover Pages
      • Barcode Generation
    • Batch Processing
      • Batch Processing Interface
      • Send to Batch Processing
      • Process Scan Batches
  • Organizing Documents
    • Document Registration
      • Edit Registration
      • Copy Document
      • Edit / Move Document
    • Viewing Documents
    • Saving Documents
    • Deleting a Document
  • Sharing Documents
    • Document Comments
    • Email Document
    • Document Links
      • Email Link
      • Create Link
    • Fax Document
    • Drop Box
  • Paperless Press
    • Paperless Press Interface
    • Page Manipulation
      • Working Documents
      • Add Pages From Batch Processing
      • Merging Two Existing Documents
  • Administration
    • File Administration
    • Reports
    • User Administration
      • Add New User
      • Edit User
      • Delete User
      • Specific Document Access
    • Group Administration
      • Add New Group
      • Edit Group
      • Delete Group
    • Office Administration
      • Add New Office
      • Edit Office
      • Delete Office
    • Mass Delete
    • Index Field Administration
      • What is an Index Field?
      • Structured Fields
      • Unstructured Fields
      • Manage Index Values
    • Site Administration
      • Company Profile
      • Site Configuration
      • Security Settings
  • Best Practices and Troubleshooting
    • User Groups
    • Reports for Auditing
    • Troubleshooting
    • Managing Terminated or On-Leave Users
  • Table of Contents
  • Home
  • User Interface
  • Search Results Area
  • Document Actions Panel

Document Actions Panel

After clicking a document from the Search Results list, the Document Actions Panel will expand.

This panel will allow you to: 

Save File Email document Create Link View Comments
Save File as PDF Email Link Edit Registration Edit in Paperless Press
Fax Document Upload New Version Send to Batch Processing Show Annotations
Note, Document Actions available will depend upon the file type of the document (.doc, .jpeg, .pdf, .tif, etc.).