Assembly Toolbar Icons
You can take action on assemblies using the icons in the toolbar.
| Icon | Description |
|---|---|
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Edit enables you to change the assembly or element attributes. |
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Assign Document enables you to assign a document to the assembly tree. |
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DMS Synchronization enables you to synchronize the InSight attributes with the DMS repository mappings for documents in the assembly. |
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Publishing Settings Library enables you to specify leaf and default study file attributes for publishing. This button is for ELP users only. |
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Publish Request enables you to: choose a submission output location and document type, specify whether to create renditions automatically, and what to publish. This button is available for ELP users only. |
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Associate Workflow enables you to associate workflows to entities. |
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Metadata Library enables you to view the metadata library page. |
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Copy URL enables you to copy the URL for the assembly or an element to the Clipboard. |
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Lock Sequence locks the assembly from further changes. |
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Unlock Sequence releases the assembly from a locked state. |
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Update Status enables you to change the assembly status. |
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Export Assembly to... enables you to export the assembly to a Microsoft Excel spreadsheet, an assembly file, or a virtual document. |
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Create Version enables you to create a version of the assembly. |
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Delete enables you to delete a document placeholder. |
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Set Reference Location enables you to specify a different location for the assembly reference location. |
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Apply Binding to all Children enables you to apply the binding rule for documents that are currently assigned to the assembly. If you first choose an element, the binding changes only for the children in the selected element. |
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Force New Renditions and Extractions creates renditions and extractions, overwriting all existing renditions and extractions. |
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Prepare to Publish opens the dialog box to prepare the assembly element for publishing. |
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View Tab Review File enables you to open the PDF file with the generated tab review. |
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Generate Tab Review File generates the assembly tabs in a PDF file. |
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Publishing Summary Query displays each component in the assembly, its types and sub-types, and indicates whether a leaf has at least one child document and whether the leaf has any overridden attributes with renditions. |
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Submission Readiness Report. For each module in an assembly, the Submission Readiness report shows the number and percentage of documents that fall into each of ten categories. Each category is related to a document assignment status, approval status if assigned, due date of the parent leaf, and whether a document is in Documentum. |
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Recalculate Checksums enables you to recalculate checksums for content that has been changed post publishing. |
| For folders and leaf elements | |
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Change Type enables you choose an element type which includes additional properties specific to the element; these properties are used to create the XML backbone for eCTD submissions. |
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Add Metadata enables you to add metadata to an entity. |
| For documents | |
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Unassign Document enables you to remove the selected assigned document from the assembly tree. |
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Prepare Documents for Linking enables you to prepare documents for use in linking tools. |
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View File enables you to open an assigned document. |
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Edit Document Bookmarks enables you to edit the extracted bookmarks of the selected document. |
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Edit Document Links enables you to edit the hyperlinks of the selected document. |
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