Home Page

The following options are available:

• : Displays the Home page.

  The icon can be replaced with an icon of your company logo or other custom image. For more information, refer to Branding Property Page.

• Help: Opens the Print Portal help system.

• Administrative Setup: Opens the Administrative Setup page, where system administrators can specify advanced configuration settings for Print Portal.

• View: Specifies whether folders and documents are displayed as large icons or by their details.

• Group By: Specifies a filter by which to group folders and BarTender documents. The Group By filters are drawn from the document metadata that is specified on the Information tab of the BarTender Document Options dialog in BarTender Designer for a document.

• Sort By: Specifies criteria by which to sort the folders and documents.

• Refresh: Reloads the Home page content.

• Search: Searches for files by name or partial name.

The folder navigation pane displays the folders and subfolders that contain BarTender document files so that you can browse to and print the document that you want.

The folders and files that are available in the folder navigation pane are determined by your system administrator.

Print Portal displays only those folders that you have been granted permissions to access. If the folder that you want is not displayed and you know that it exists, contact your system administrator to verify that you were granted the required permissions to access the folder.

When you select a folder in the navigation pane, the subfolders and files in the selected folder are displayed in the document selection pane to the right of the navigation pane. Click a folder to browse to the file that you want, and then click the file to open the Print page.

When you select the View (Details) option on the toolbar, the folders and files in this pane display a menu icon (). The options that are available on this menu vary depending on whether a folder or a file is selected and whether the item resides in Librarian. These options include the following:

• Browse: Opens the folder so that you can browse the subfolders and/or files that it contains. Available when a folder is selected.

• Print: Opens the Print page so that you can preview and print the file. Available when a file is selected.

• Save: Downloads the folder or file to the local computer.

• Remove: Deletes the selected root folder. Available when you have administrative permissions and a root folder is selected.

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• Folder Color: Opens the color selector, which you can use to specify the color that you want to change the folder icon to. Click Reset to restore the default color. Available when a folder is selected. Not available for root folders that have a custom image applied.

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• Revision Comment: Opens the Revision Comment dialog, which you can use to add a comment to the selected document revision. Available when a document in the Librarian folder is selected.

• Revision History: Opens the Revision History page, which you can use to view and compare different versions of the selected document. Available when a document in the Librarian folder is selected.

• Transition Workflow Step: Opens the Workflow Transition page, which you can use to change the workflow state for the selected document revision. The states that are available are the states that are configured on the Librarian Setup page in Administration Console. Available when a document in the Librarian folder is selected.

When you click this option for a document that is not assigned to a workflow, the Workflow Transition page opens and displays a "There are no workflow transitions available for the specified document" message. Click the icon to return to the Home page.

For more information about workflows, transition states, and document revisions, refer to the Librarian help system.