Within this article we will cover how you can configure the commands available for users when they are searching for records/viewing documents.
If you have any questions or issues with the configuration please submit a ticket to our support team.
1.1.1 Configuring the available commands
- Navigate to the Filer admin centre then select ‘Configuration’ from the left-hand menu.
- You will then see a pop up and from here select the configuration that you want to manage.
You will notice the interface will change now to show the configuration that you are currently managing in the top right-hand corner of the page.
- From here select ‘Commands’
- You will then be presented with the following screen: by un/ticking the checkboxes against any of the items shown here you can determine which options will appear for the end users. For more information on any of these options hover over the icon and you will find a tooltip explaining its purpose.
- You may also note that these commands are organised into four separate columns which indicate whereabouts the user will encounter this option, whether that be when searching for records or when viewing a document related to a record in the PDF viewer.
- Once you have enabled/disabled the commands as desired, select ‘Save’ from the top right and these changes will be applied.