2.7.1 My Documents (Items)

 

To add an Item to My Documents using Advanced Search:


  1. Advanced Search (search for required Item)
  2. Specify Search Criteria
  3. Search
  4. Select required Item
  5. Right-click on the Item (drop down menu is displayed)
  6. Click Add to My Documents
  7. Alternatively after step 4, click the Add to My Documents from the toolbar (both options are highlighted below).


Search Results Item Grid - Add to My Documents


Note that it is possible that My Documents will contain Items that have not been added by the User but by the System Administrator, selecting the option to have the Item "In all Users' My Documents" within the Agility Admin Suite.



To Remove an Item from My Documents:


  1. Navigate to Main Menu (top of the screen)
  2. Click on the My Documents button
  3. Select required Item
  4. Right-click on the Item (drop down menu is displayed)
  5. Click Remove from My Documents
  6. Alternatively after step 4, click the Remove from My Documents from the toolbar (both options are highlighted below).


My Documents


Notes:


  1. If an Item has been added as "In all Users' My Documents", it is not possible to remove that Item from My Documents in the User Suite. This can be shown by the globe icon
  2. If an Item has been added to My Documents by the User, the Item can be removed from My Documents in the User Suite. This can be shown by the star icon
  3. If you have been Subscribed to an Item, this will also show in the User Suite under your My Documents in the User Suite. This can be shown by the green icon.