Explanation of the right menu items

The right menu in Tangelo offers a comprehensive array of functionalities for efficient management of document properties, access, sharing, and tasks. Understanding how to navigate these options will enable you to control the status, accessibility, and structure of your documents. This guide provides an explanation of each item in the right menu, helping you make the most of Tangelo’s document management features.

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

• • Properties Tab: Manage document sections' status, adjust visibility settings for web-based documents, and manually configure URL names.

  • Privileges Tab: Control document access by assigning roles and permissions to users, specifying whether these privileges should extend to child sections or specific sections only.

  • Share Tab: Efficiently share document sections for use in other documents, facilitating content reuse across different documents.

  • Tasks Tab: Create and manage tasks related to specific document sections to streamline collaboration and ensure comprehensive document management.

  • Audit Tab: View the audit trail of actions performed on your document, such as user access and status changes, ensuring transparency and accountability.

  • Revisions Tab: Access different versions of your document to track changes and revert to previous versions if needed, enhancing version control.

By following the steps outlined below, you will learn how to effectively utilise each menu item to optimize document management within Tangelo. Whether managing access, sharing content, or tracking tasks, this guide equips you with the knowledge to navigate the right menu confidently and precisely.