Navigating Apps

Add lines to an item grid

Enter the number of lines you want to add. Select Insert from the grid header.

Delete a line from an item grid

Select the check box for the line you want to remove. Select Delete from the grid header.

Open the Item Grid Detail panel

To open the grid panel with no detail pane showing, select the Expand icon  from the grid header.

To open the grid panel and the detail view for an item, select the Expand icon  for that item.

Add lines to an item grid

Enter the number of lines you want to add. Select Insert from the grid header.

Delete a line from an item grid

Select the check box for the line you want to remove. Select Delete from the grid header.

Open the line item detail

Select the View Details icon  for that item. The detail pane appears.

Switch between log, split, and detail view

Click on the appropriate selection at the bottom of the page

. Refer to the "Log view/Split View/Detail View" section above.

Scroll through records

With the detail view open, you can use the arrows in the header to scroll through the items list.

Close the line item detail view

Click the close icon on the item detail .

Close the item grid detail panel

Click Done.

Thumbnails View

 / List View

Select Thumbnail View

 for a grid view of the uploaded image files. Select List View

 for a list view of the uploaded image files. The list view includes a small thumbnail image, file name, who uploaded the file and when, and comments.

Select All

Click Select to open Select mode. Once in Select mode, click on an image to select it, or click Select All to select all the media files. Click Done when you are finished.

Upload

Select Upload to upload a file from File Explorer. You can also use drag and drop to add a file to the Media section.

After selecting Upload, navigate to the appropriate file through File Explorer and select Open. Only acceptable media file types will appear for selection in File Explorer.  Acceptable media file types include PNG, JPG, GIF, and TIF files.

Note that if you are using Microsoft Edge as your browser, you may be able to take advantage of the Upload from Mobile feature to access files on your mobile device. For more information, refer to https://www.microsoft.com/en-us/edge/features/mobile-upload.

Add Kahua Photo

Select Add Kahua Photo to link to a file from the Media Manager app. Once added here, the file cannot be deleted from Media Manager. 

Include for Print

You can choose which images to include in a portable view that has a media section. Click Include for Print, then select images to be included or clear the selection box to remove images from inclusion. By default, all images are selected for inclusion when initially uploaded. When you are finished, click Done. The print icon appears on files selected for inclusion .

Note that the selected portable view must include a media section for the images to appear.

The record must be in Edit mode to select Include for Print.

Remove

Select Remove to remove the file from the record.

Hide Thumbnails

 / Show Thumbnails

Select Hide Thumbnails

 for a grid view of the reference documents. Select Show Thumbnails

 for a thumbnail view that includes basic information on the uploaded file, including Description, Contributor, Date, Markups status, and Comments.

View

The View option is available when a document is uploaded and the Preview Status is "Rendered". Select a document and click View to open the document in the markup view.

Upload

Select Upload to upload a file. You can upload a document from your computer. If you have enabled uploads from Google Drive in My Settings > General tab > Enable Google Drive Uploads, you can also upload a document from your Google Drive. Refer to General tab. Note that if you are using Microsoft Edge as your browser, you may be able to take advantage of the Upload from Mobile feature to access files on your mobile device. For more information, refer to https://www.microsoft.com/en-us/edge/features/mobile-upload.

Add Kahua Doc

Select Add Kahua Doc to link to a record or uploaded file in Kahua.

Edit

Select Edit to modify any of the following fields for a reference file: Description, Reference Type, Include on Send, Include Markup on Send.

Markup

Select Markup to open the document in the Markup editor.

Update

Select Update if the value in the Is Current field for a file is "No". If the Is Current value is "No", that indicates that the reference file was added from another location in Kahua, the original file was updated, and this reference file is out of date. Selecting the file and selecting Update will update the reference file and bring it current.

Remove

Select Remove to remove the file from the record.

Download

Select Download to download the reference file to your device. If you select more than one file to download, they will be saved in a single ZIP file.

Add Composite

Select Add Composite to create a single multi-page PDF file that contains selected documents. The Create Composite Document page appears. From this page, you choose what files to include in the PDF.

You can select to include a portable view of the current record, reference files, and other documents that you have access to in the domain. You can control the order in which they appear in the resulting PDF file. You must provide a name for the file, and determine the Include on Send value. After you click Ok, the composite document will appear as an additional reference file.

To change what files are included in the composite document, select the record and click Edit on the references action bar. Alternatively, scroll to the right and select More. Both actions will open the Edit Composite Document page. Modify the file selections and click Ok to update the composite document. Note that to edit the composite document, the associated record must be in edit mode.

If the associated record is not in edit mode, selecting More will open the View Composite Document page.  Here you can view what files were included in the composite document when it was created.

Select

Select the check box in the grid header to select all the documents. You can also select one or more documents in the grid individually to act on them.

Type

The type of document. To edit the type of document, select Edit in the grid's action bar.

Description

The Description field is populated with the filename when the file is initially uploaded. To modify the Description field after a file has been uploaded, select Edit in the grid's action bar.

Contributor

The name of the person who uploaded the file.

Date

The date and time the file was uploaded.

Size

The size of the file. This field will not be populated if the document is a Kahua document (i.e., added by selecting Add Kahua Doc originally)

Markup?

Indicates Yes if the file has markups applied, No if there are no markups.

Include on Send

If Yes, the file will be included when the record is acted upon, depending on the application workflow. Additionally, the file is included in the resulting portable view PDF file when View w/References is selected from the record's View action. If No, the file is not included.

Include Markup on Send

If Yes, any markups on the file will be included when the file is included on send, including when View w/References is selected. If No, the markups on the file are not included.

Is Current

If the Is Current value is "No", that indicates that the reference file was added from another location in Kahua, the original file was updated, and this reference file is out of date. Select the file and select Update to update the reference file and bring it current.

Preview Status

The Preview Status field indicates where the document is in the process to becoming viewable. Possible statuses include:

• Uploaded - The file has been uploaded but it not yet available for viewing.
• Rendering - The file is being prepared for viewing.
• Rendered - The file is available for viewing.

Comments

Any comments added when the file was initially uploaded will appear here.