Uses of Aurena Agent in Document Management

Aurena Agent in Document Management is used for multiple file operations in several pages of IFS Cloud. The table below represents such pages, its clients and its respective file operations and features.

ClientPageCheck InCheck In View CopyViewEditPrintCopy File ToSend Document by E-mailMacrosOther Commands and Features
DocumentRevisionDocument Revision        
  • Undo Checkout Document
  • Delete Document File
DocumentRevisionsDocument Revisions 
DocumentUserSettingsAssistantUser Settings        Indication of Aurena Agent Availability
DocReferenceObjectAttachmentAttachment panel > New Document Dialog 
DocumentFolderNavigatorDocument Folder Navigator 
DocumentObjectConnectionsDocument Object Connections 
DocumentPackageDocument Package 
ApprovalsApprovals        
CreateDocumentUsingAddinCreate Document from Microsoft Office (Note: Aurena Agent is used in the office add-in feature)        
DocumentLinkHandling Send Document Links (Note: This is a command and Aurena Agent is only used when selecting multiple links from the attachment panel)        
CreateDocuments (Note: Used in CreateDocumentFromTemplate assistant in this client. Aurena Agent is not used in Create Documents assistant)New Document from Template     
 ManageDocObjConnectionsMy Documents>Document Object Connections    
TransmittalInfoTransmittal
(Note: Aurena Agent is used only for the Send Command when the Distribution method is email)		         
DocumentDetailDocument Details 
MyDocumentsInProgressMy Documents in Progress 
DocumentsToApproveByMeMy Document Approvals        
DocumentDistributionMy incoming Documents         
DocumentActivitiesMy recent document activities        
MyEsignDocumentsPageMy e-sign documents         
DocumentTitlesDocument titles         
DocumentRevisionDocument Structure Navigator