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Understanding your Right-Click Menu – Documents

Articles > Documents

March 8, 2024 at 6:06:43 PM

Video Tutorial

Main Document:

(1) Show in Windows File Explorer – Exactly as described – opens folder where your file is


(2) Print... – Exactly as described – see Printing for options


(3) Copy – Copy your entire document and paste: into Notebook, Media Script, or another document


(4) Edit Name and ID... – Change the name and ID in OnCue only, not underlying document


(5) Delete – Careful, 2 options: database only or database and drive


(6) Import – All options for import available, not tied to documents


(7) Export – 2 options: exhibit list and images


(8) Add to Notebook – Add to existing (list provided) or create new


(9) Renumber IDs – Move pages in a document or delete pages, keep your IDs consecutive using this


(10) Fill Bates Numbers... – See Bates Numbering – Filling & Importing for options


(11) Clear Bates Numbers – Careful, whatever you're clicked on will clear and there is no undo


(12) Optimize PDF... – See Optimize Your PDFs for options and what they mean


(13) Document Cleanup – not recommended to do an entire database at once




Page Level

(1) Show in Windows File Explorer – Exactly as described – opens folder where your file is


(2) Print... – Exactly as described – see Printing for options


(3) Copy – Copy the page(s) and paste, into a Notebook, Media Script, or another document


(4) Copy Annotation Info – Copy the Annotation to a different page or document. Annotations are "directions" of where on the page to annotate and what to do.


(5) Edit Name and Bates Number... – Change the name of page and Bates in OnCue only, not underlying document


(6) Delete – Careful, 2 options: database only or database and drive


(7) Import – All options for import available, not tied to documents


(8) Export – 2 options: exhibit list and images


(9) Add to Notebook – Add to existing (list provided) or create new


(10) Fill Bates Numbers... – See Bates Numbering – Filling & Importing for options


(11) Clear Bates Numbers – Careful, whatever you're clicked on will clear and there is no undo


(12) Optimize PDF... – See Optimizing Your PDFs for options and what they mean


(13) Document Cleanup – Single or multipage Deskew/Rotate - check your options




Annotations/Treatments

(1) Show in Windows File Explorer – Exactly as described – opens folder where your file is


(2) Print... – Exactly as described – see Printing for options


(3) Copy – Copy your annotation/treatment, into a Notebook, Media Script, or another document


(4) Rename – Change the name or add a name


(5) Delete – Careful, no undo


(6) Import – All options for import available, not tied to documents


(7) Export – 2 options: exhibit list and images


(8) Add to Notebook – Add to existing (list provided) or create new



Viewer Pane

(1) Undo Show/Redo – As described


(2) Presentation – Choose how you present


(3) Displays – Choose your display


(5) Copy as Image – No background copied - (see Copying & Exporting Images if background is needed) 


(6) Save as Image – Save as *.png

Right-Click Menu - Documents