Using the Link with drag and drop icon in the toolbar of the data record window starts a drag and drop action.You can execute various commands using a drag and drop operation.
You will only be able to carry out drag and drop operations if your administrator has assigned you the necessary rights.
The drag and drop function always works the same way:
In calendar views you can move activities by dragging an activity to the desired position. In the process, the program checks for any overlaps.
The time period for the activity is automatically changed in the data record.
The following functions are executed the easiest if you open a second list with the same data record type in a separate window.
A shortcut menu will then appear listing several commands.
In doing so, the selected data records are then added to the second list's static filter.
Data records which have been moved using drag & drop will only be displayed in the list if the settings on the Team tab allow it.
Alternatively, you can drag a data record to the white area at the end of the list.
The Link and Add to list commands are also available when you carry out drag and drop operations in a multilist. The view is also extended by the static filter.
Using the Link with drag and drop icon in the toolbar of the data record window starts a drag and drop action.
The two data records are then linked.
The Create new document window will open and the file you selected will already be available as an archived file.
The Create new document window will open and the file you selected will already be available as an archived file.
The Create new document window will open and the file you selected will already be available as an archived file. Furthermore, the new document data record is then linked to the data record whose data record window you dragged the file to.
If you drag and drop a file into an internet view, no document data record is created. In this case, the mechanisms for the displayed internet view are used.
In the case of user sensitive data records, you will be asked if you wish to adopt the participants of the respective data record for the new document data record. If you agree, then the external access rights are also adopted.
The query dialogue does not open if you are the only data record participant for the respective data record.
If you drag multiple files to the data record and drop them there, the dialogue will open again. The same procedures is then used to enter participants and external access rights depending on how you respond to the query dialogue.
Before exporting data from CAS genesisWorld a window - depending on the administrator's settings - opens in which you have to enter your password for CAS genesisWorld. This query has been implemented to ensure that your data in CAS genesisWorld is secure.
The entering of your password is also required if you have already opened CAS genesisWorld and you are logged in. The password you need to enter must be your CAS genesisWorld password, even if you otherwise log on with your CAS genesisWorld Windows user account.
You define the CAS genesisWorld password in the Settings window, in the General tab.
We recommend using the DocumentPort if you wish to import files into CAS genesisWorld.
By dragging and dropping CAS genesisWorld data records to any other program, you can edit the files. This includes, for example, Windows Explorer, Windows Desktop or Microsoft Outlook. As soon as you let go of the mouse button, a shortcut menu will appear. Now select whether you want to insert the file as a .gbt or .gtf file or as a .txt file.
Using drag and drop, there are a number different e-mail actions at your disposal.
If you work with different e-mail accounts and folders, then you can drag e-mails from one folder to another (for example from your inbox to a personal folder).
You can attach CAS genesisWorld data records to an e-mail by dragging them to the e-mail window.
The e-mail window opens.
Documents are an exception: Due to rights restrictions, you can only attach one document (from the Document Archive) or one file (from Windows Explorer) by dragging it to an e-mail.
You can drag and drop the e-mail address of an address data record into the recipient field of an e-mail.
The context menu will open automatically.
The e-mail address that is inserted is always the first one listed in an address.
Click the icon and keep your mouse button pressed to archive an open e-mail in CAS genesisWorld using the drag and drop function.
Using the Archiving Wizard you can import and archive one or more files in .eml format in CAS genesisWorld.
If you mark one or more e-mails, for example, from your mailbox and drag them to your desktop, then these will be exported in .eml format.
Click the icon and keep your mouse button pressed to export an open e-mail in CAS genesisWorld using drag and drop.
You can import e-mail files in .eml format in CAS genesisWorld.
If you drag files of differing formats from, for example, the desktop to CAS genesisWorld, then the Archive Wizard is opened for all files which are in .eml format, you can save the other file formats as archive documents in CAS genesisWorld.