Open the Options menu in a project Content pane

When you're working with a project, you can find more actions to take on a component by using the Options menu.

The options you can select from the right-click menu are different when working in the Component browser. To use these options, you must go to the Components browser:

  • Edit Structure... Opens the component in Oxygen without referenced content resolved. This lets you see large files in Oxygen before the 5 minute loading timeout.
  • Approve referenced components. Approve a few or all referenced components at the same time.
  • Reports Approval report — Generate a report that tells you the component's Name, State, the last time it was updated, and by whom. You can also see either the signed date or know if a signature wasn't required.
  • Reports Branch report — Generate a report on the relationships a component has when the branch was created.
  • Actions Move... Organize content to meet the needs of your organization by removing components from one folder and adding them to another folder.
  • Actions Follow — See a notification when another user updates a component.
  • Actions Mark as favorite — Add a component to the Dashboard's Favorite Components list to quickly go to the components you need without navigating through the folder hierarchy.
  • Actions Go to folder — When working with searches in the Components browser, use this option to open the folder that contains the component.
  • Advanced Referenced components... From a source component, quickly select other components that are referenced without opening the source component and manually finding all the references.

For more information, read: Open the Options menu in the Components browser.

To remove or update a project it must be active. If you cannot access an option in the steps, make sure the project is active. Follow the steps in: Make a completed project active.

In a project's Content pane, click Action_Menu the Options menu to take any of the following actions:

  • Details... Find out more information about a component, such as who created it, References, Where used, Projects, Branches, Translations, Properties and snapshot History.
  • Edit... Open a component to edit the content in the Oxygen editor.
  • View... Open a component as read-only in the Oxygen editor.
  • Go to — Open the Components browser and highlights the component in the folder where it's stored.
  • Save — Select from a group of different Save options. (See the grouped Save options below.)
  • Reports — Select from a group of different types of reports. (See the grouped Report options below.)
  • Export... Download a copy of content stored in Inspire as a way to back up important content or to move it to another application that Inspire doesn't communicate with.
  • Publish... Select a transformation configuration provided by Inspire or use your own plug-in to transform DITA content into formats such as PDF and HTML output.
  • Translate... Select the source and target languages and specify how you want to export the files.
  • Review... Evaluate content by getting feedback from multiple authors and contributors.
  • Approve — Let other Inspire users know that a component is finished and ready to publish or translate by giving it an approved state.
  • Actions — Select from a group of component management options including approving, renaming, moving, and six others. (See the grouped Action options below.)
  • Advanced — Select from a group of options to manage component references, relationships, and permissions. (See the grouped Advanced options below.)
  • Save as... Save an existing component as a new component and add it to a specific folder. All references in the original component are also contained in the new copy.
  • Save as a copy... Choose which references in the original component are also contained in the new copy.
  • Save as a branch... Choose which references are included and maintain relationships with the copy.
  • Save as a snapshot... Create a copy of a file at a specific moment in time to back up data at different intervals so you can recover information.
  • Completeness report... Open the Check Component Completeness screen to select what you want to see in the report.
  • Map asset report — Generate a report to see all of the components referenced in a map, including topics, images, and other maps.
  • Publish activity report— Generate a report to see who has published a map, how often, how long it took to create the map's deliverables, and if it was successful or had issues. You can select one or more maps or bookmaps

  • Rename... Change the Component name and File Name.
  • Delete — Send a component to the Deleted items folder where or it stays until you delete it permanently.
  • Lock — Prevent other users from editing a component. A read-only view is available when a component is locked.

    An Administrator or a user with permissions can now unlock any component with a user, system, or Approval lock. Administrators can Control who can unlock system locks.

  • Validate XML — Ensure your content is structured correctly according to a schema or view a list of errors if validation fails.
  • Remove from project. Remove a component from a project folder. This does not delete it from Inspire.
  • Change languageFor Administrators only! After you create a component, you can change it's language attribute.
  • Relationships... View component relationships and perform actions to browse for new relationships, auto-repair one relationship or all relationships, or save a CSV report of component relationships.
  • Permissions... Give other users or roles permissions to read, create, update, delete, or rename components.