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