Accessing Document Options

Users get the Create a Folder, Link a URL, and Create a Report under the My Documents or Public Documents space. All the folders and documents that a user creates under the My Documents space of the Platform are provided with some attributive options.

• Navigate to the My Document or Public Document space.

• Access these document creation options either by clicking the Create option or using a right-click on the blank space under the My Documents or Public Documents.

Two ways to access the Document Creation options under the My Documents page

Please Note: The user can also get similar options context menu for published documents such as Dashboards, Forms, and Datasheets other than the above-explained folders and document options.

Please refer to the following document-specific explanation of the attributed Options to understand them in detail:

• ​Options Assigned to a Folder​
• ​Options Assigned to a Linked URL​
• ​Options Assigned to a Report
• ​Options for a Published Dashboard​
• Options for a Published Form
• Options for a Published Datasheet

Please Note:

Some attributive options are available for the folders and documents accessible under the Public Documents as well.

• The accessible shared folders under the Public Documents space do not contain Move to, Copy, and Delete options.

• The accessible shared Reports, Linked URLs, published Dashboards, published Forms, and published Datasheets under the Public Documents do not contain Move to and Delete options.

• The folders/ files created or copied by the same user under the Public Documents get credited with all the document-specific options.