Document Activities Menu

Explore Job Aids and Videos for more help:

Job Aids

How to Collaboratively Edit a Document
How to Use Read and Acknowledge

Videos

How to Initiate a Document Workflow for a Controlled Document (03:08)

The Document Activities Menu provides access to various actions based on the user’s access rights. To open this menu, select a document or placeholder from the Grid and either right-click or click on the three-dot menu.

Note:

The view displayed above is that of a Room Administrator. The options available will vary based on the individual user access rights.