Context menus
A context menu appears upon a right-click and offers a set of actions related to the selected item in the Documents module. This article describes the operations available through context menus.
Context Menu of a Folder
To open a context menu, right-click the file or click the 
icon next to it within one of the sections in the Documents module. Folder context menu includes the following options:
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Open - use it to open the selected folder and view its content.
Sharing Settings - use it to set access permissions for the whole folder content.
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Link for Portal Users - use it to copy the link to the selected folder to the clipboard so that you can share the link with other portal users. Users you send the link to must have corresponding permissions to be able to view/edit the folder content.
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Mark as favorite - use it to add the folder to the Favorites section.
To remove an added folder from the Favorites section, click the
icon or use the Remove from Favorites option in the context menu.
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Download - use it to save the folder and its contents to your local machine as a .zip or .tar.gz archive (depending on the option you specified in the Common Settings of the Documents module).
Move or Copy - this menu entry contains the following sub-entries:
- Move to - use it to move the folder to another section (e.g., the Common section or a folder within My documents).
- Copy - use it to make a copy of the folder in another folder of the Documents module.
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Rename - use it to change the folder name.
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Delete - use it to move the folder to Trash.
In the Common section (for administrators only), the 
Change owner option is also available, allowing ownership of a folder to be transferred to another user.
In the Shared with me section, there is one additional option:
: Remove from List, which removes the selected folder from the list of folders shared with you.
In the Trash section, one more option will be available - the 
Restore option, which you can select to recover the deleted folder.
If you integrated some other resource (Box.com, Dropbox, OneDrive, or Google) with the Documents module, the context menu of this resource folder will include two more options: 
Change connection settings and 
Disconnect third party that let you alter the folder name as well as connection settings and remove the resource from the Documents module, respectively.
Context Menu of a Document, Spreadsheet, Presentation
To open a context menu, right-click the folder or click the icon next to it within one of the sections in the Documents module. The File context menu includes the following options:
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Edit - use it to open the selected file for editing.
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Preview - use it to open the selected file for viewing.
- Sharing Settings - use it to set access permissions for the selected file.
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Quick external link - use it to apply the default access type to the selected document and copy the link to share with people outside the portal. The default access type is specified in Settings / Common / Default access rights in sharing settings / Default access rights for a specific file type. To change the access type, use the Sharing Settings option.
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Link for portal users - use it to copy the link to the selected document to the clipboard so that you can share the link with other portal users. Users you send the link to must have corresponding permissions to be able to view/edit the file.
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Send by email - use it to attach the selected document to an email message and send it using one of your email accounts connected in the Mail module.
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Sign with DocuSign - use it to send the document for electronic signature to your portal users. If you have not yet integrated the DocuSign service with the Documents module, the corresponding instructions on how to connect the service will appear.
Version history - this menu entry contains the following sub-entries:
- Show version history - use it to open the list of existing versions and revisions.
- Finalize version - use it to group all the existing revisions in one version.
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Block for co-authors - use it to prevent the selected file from editing, renaming, moving to another folder, or deletion by other users with the corresponding rights.
To release a lock, use the
icon or the Unblock / Check-in option in the context menu.
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Mark as favorite - use it to add the file to the Favorites section.
To remove an added file from the Favorites section, click the icon or use the Remove from Favorites option in the context menu.
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Download - use it to save the file onto your hard disk drive in its original format.
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Download as - use it to save the file onto your hard disk drive in a selected format.
- Move or Copy - this menu entry contains the following sub-entries:
- Move to - use it to move the file to another section (e.g., to the Common section or to one of the folders of the My documents section).
- Copy - use it to make a copy of the file in any folder.
- Create a copy - use it to make a copy of the file in the folder of an original file.
When moving or copying files to a different folder, if a file with the same name already exists in the destination folder, you will be asked to select if you want to overwrite the existing file by adding a new version to it, keep both the files in the destination folder, or skip moving/copying the file. -
Rename - use it to change the file name.
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Delete - use it to move the file to Trash.
If a shared file has been updated by another user with the relevant access rights, the 
Mark as Read option is also available, allowing the new icon to be removed.
In the Favorites section, the 
Open location option is also available that allows to switch to the folder that contains this file.
In the Common section (if you are an administrator or the file owner), the Change owner option is also available that allows to transfer ownership of a file to another user.
In the Shared with me section, there is one more option apart from the ones listed above - it is the Remove from List option that is used to exclude the selected file from the ones shared with you.
In the Trash section, one more option will be available - the Restore option, which you can select to recover the deleted file.
Context Menu of a Form template and fillable form
In the My documents section, the PDF Form template context menu includes all document context menu options, plus one additional option:
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Fill in the form - use it to open and complete the fillable form.
In the Shared with me section the available options for the pdf fillable form differ depending on the user's permissions.
- A user who has Form Filling permissions can fill in the form, view the form, get a link for portal users, send the form by email, view the version history, add the form to Favorites, download or copy the form, and remove the form from the list.
- A user who has Full Access permissions can fill in the form, view the form, get an external link, get a link for portal users, send the form by email, view the version history, block the form for co-authors, mark the form as read, add the form to Favorites, download or copy the form, rename the file, and remove the form from the list.
Remove from List option replaces the Delete option, use it to remove the form from the list of the files shared with you.