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Customizing Menus

Use the Menus page of the Settings dialog box to customize menus displayed to users in the Windows Explorer File View.

To customize a user's menus:

  1. In the Administration tool, expand Users and double-click the user whose menus you want to customize.
  2. In the Properties dialog box, click Settings.
  3. In the left pane of the user's Settings dialog box, click Menus.
  4. In the Destination Menu drop-down list, select the File View menu to modify:

    Background Right click The shortcut menu displayed when the user right-clicks with nothing selected.
    File Right click The shortcut menu displayed when the user right-clicks with a file selected.
    Folder Right click The shortcut menu displayed when the user right-clicks with a folder selected.
    Bar\Actions The Actions menu on the Enterprise PDM menu bar.
    Bar\Modify The Modify menu on the Enterprise PDM menu bar.
    Bar\Display The Display menu on the Enterprise PDM menu bar.
    Bar\Tools The Tools menu on the Enterprise PDM menu bar.

    The commands for the selected menu are listed.

  5. Do any of the following:
    • To remove a command, select it and click tool_remove_command.gif.
    • To add a separator to the menu, select the command you want below the separator and click tool_insert_separator.gif.
    • To add a command to the menu, under Available commands, use the Flat list or Categorized tabs to display the available commands.

      Drag the command to the location you want or click tool_insert_command.gif to add the selected command to the bottom of the menu.

    • To change the location of a command or divider in the menu, select it and click tool_move_up.gif or tool_move_down.gif.
  6. To modify another menu, repeat steps 4 and 5.

    You can add the same command to multiple menus.

  7. Do one of the following:
    • Click Apply to save your changes and close the Settings dialog box.
    • Click Cancel to close the Settings dialog box without saving your changes.

      When prompted to confirm that you do not want to save changes, click Yes.



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