Explanation of hamburger menu items Explanation of hamburger menu items

Explanation of hamburger menu items

The hamburger menu is a tool designed to manage your documents efficiently, offering various functions that enhance your document workflow. Understanding these options enables you to effectively control versions, export documents, manage tasks, and more. This guide provides an overview of each item available in the hamburger menu.

In this walkthrough, we will explore the following menu items:

  • Freeze this Version: Create an uneditable version of your document, marking a milestone in your editing process. This ensures that any changes moving forward are tracked in a new version.

  • Create New Version: Start a new version of your document to continue editing after freezing a previous version.

  • Copy: Make a duplicate of your document, useful for creating backups or working on multiple iterations.

  • Export: Choose from available export options to save your document in various formats, including XML and ESEF.

  • Validate XML: Ensure your document's XML is correctly formatted by running a validation check.

  • Copy Link: Generate a URL to share your document directly, allowing others to access specific sections easily.

  • Tasks: Access tasks associated with your document to manage workflow and deadlines.

  • Hide/Unhide: Change the visibility status of your document, keeping your workspace organized by hiding test documents or drafts.

  • Delete: Move the document to the recycle bin for removal, with an option to permanently delete it after 60 days.

Follow the detailed steps below to effectively utilise the menu items. Whether you're freezing a document, exporting it, or managing its visibility, this guide will assist you in navigating the hamburger menu with ease.