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To access folders and documents in Qualtrax, go to the Browse menu. A window pops up to display the organization's tree structure. From there users can browse to find any folder or document. If a user has permission to re-arrange those folders and documents (assigned by the Alter Tree permission), they can simply select the folder or document and drag and drop it in alternate location.
A single click of the left mouse button on the title of a folder or on the + beside a folder expands the folder. Both folders and documents become a hypertext link when as they are hovered over. If a document is capable of being viewed within the web browser, it will appear in view area of Qualtrax when clicked on it. If the document needs a helper application to be viewed, Qualtrax will prompt the user with the option to display the document using that helper application.
The icons next to a document title indicate what the status of the document is at a glance. The icon definitions are defined in the Document Statuses topic.
There are additional functions that can be accessed from the tree structure by utilizing the right-click menu. Just right-click on any folder or document to bring up the available options. These individual options are discussed in the Folder Options/Menus and the Document Options/Menu topics. |