Uses of Aurena Agent in Document Management

Aurena Agent in Document Management is used for multiple file operations in several pages of IFS Cloud. The table below represents such pages, its clients and its respective file operations and features.

Client Page Check In Check In View Copy View Edit Print Copy File To Send Document by E-mail Macros Other Commands and Features
DocumentRevision Document Revision        
  • Undo Checkout Document
  • Delete Document File
DocumentRevisions Document Revisions  
DocumentUserSettingsAssistant User Settings                 Indication of Aurena Agent Availability
DocReferenceObjectAttachment Attachment panel > New Document Dialog  
DocumentFolderNavigator Document Folder Navigator  
DocumentObjectConnections Document Object Connections  
DocumentPackage Document Package  
Approvals Approvals                
CreateDocumentUsingAddin Create Document from Microsoft Office (Note: Aurena Agent is used in the office add-in feature)                
DocumentLinkHandling  Send Document Links (Note: This is a command and Aurena Agent is only used when selecting multiple links from the attachment panel)                
CreateDocuments (Note: Used in CreateDocumentFromTemplate assistant in this client. Aurena Agent is not used in Create Documents assistant) New Document from Template          
 ManageDocObjConnections My Documents>Document Object Connections        
TransmittalInfo Transmittal
(Note: Aurena Agent is used only for the Send Command when the Distribution method is email)
                 
DocumentDetail Document Details  
MyDocumentsInProgress My Documents in Progress  
DocumentsToApproveByMe My Document Approvals                
DocumentDistribution My incoming Documents                  
DocumentActivities My recent document activities                
MyEsignDocumentsPage My e-sign documents                  
DocumentTitles Document titles                  
DocumentRevision Document Structure Navigator