About WorkSite Client Integration
Milan integrates with FileSite and DeskSite via a variety of commands accessible from their context-sensitive menus.
Milan Commands
By default, the following commands appear under the Milan menu when you right-click on the specified item type.
My Matters List (Subscription Folder)
| Menu Item | Opens | Allows You to |
|---|---|---|
| Organize My Matters | Organize My Matters dialog | Reorganize your My Matters List. |
| My Policies | My Policies dialog | Manage Milan policies. |
| Self-Service | Self-Service dialog | Request access to a specific document or matter. |
| Set My Self-Service Options | Author Operator Self-Service dialog | Configure self-service on your documents. |
| Create New Workspace | Create Workspace Wizard | Create a new workspace. |
| View Recycle Bin | View Recycle Bin dialog | View and restore any of your documents currently in the recycle bin. |
| Add Matter Shortcut | Select a Workspace dialog | Search for a matter and create a shortcut to it in the selected location. |
Database
| Menu Item | Opens | Allows You to |
|---|---|---|
| Create New Workspace | Create Workspace Wizard | Create ad hoc workspaces. |
Workspace
| Menu Item | Opens | Allows You to |
|---|---|---|
| Create Project Tab | Create Project Folder dialog | Create a tab from a project template. |
| Create Folder | Create Folder dialog | Create one or more optional document or search folders. |
| Create Search Folder | Create Search Folder dialog | Create a search folder by specifying search criteria. |
| Manage Folders | Manage Folders dialog | Create one or more optional document or search folders. |
| Matter Team/Exclusion | Matter Team Dialog | View who is in the matter team associated with the workspace and modify the workspace's confidentiality level. |
| Edit Profile | Edit Profile dialog | Edit the workspace's metadata and optionally apply the changes to its documents. |
| Edit Security | Edit Security dialog | Edit the workspace's security and optionally apply the changes to its folders and documents. |
| Add to Recycle Bin | N/A | Add the selected workspace to the recycle bin. |
| View Recycle Bin | View Recycle Bin dialog | View and restore any of your documents currently in the recycle bin. |
| Create Desktop Export | Export Wizard in Desktop Import/Export and adds the selected workspace to the export list | Export the selected workspace via Desktop Import/Export. |
| Create Desktop Import | Import Wizard in Desktop Import/Export and sets the selected workspace as the destination | Import documents to the selected workspace via Desktop Import/Export. |
Folder
| Menu Item | Opens | Allows You to |
|---|---|---|
| Create Folder | Create Folder dialog | Create a subfolder. |
| Import Documents | Import Documents dialog | Import documents to the selected folder . |
| Create Simple Folder | Create Simple Folder dialog | Create a folder without using a folder template. |
| Create Search Folder | Create Search Folder dialog | Create a search folder by specifying search criteria. |
| Delete Folder | Delete Folder confirmation prompt |
Permanently delete the selected folder. Note: Only empty folders can be deleted. |
| Edit Folder | Edit Folder dialog | Change the selected folder's name or security. |
| What's this folder for? | Folder Help dialog |
View the help page associated with the folder. |
| Manage Folders | Manage Folders dialog | Create one or more optional document or search folders from a folder template. |
| Move Folder | Move Folder dialog | Move the selected folder to another workspace. |
| Edit Profile | Edit Profile dialog | Edit the folder's metadata and optionally apply the changes to its documents. |
| Edit Security | Edit Security dialog | Edit the folder's security and optionally apply the changes to its subfolders and documents. |
| Add to Recycle Bin | A confirmation dialog is displayed before the folder is moved to the recycle bin. | Add the selected folder to the recycle bin. |
| View Recycle Bin | View Recycle Bin dialog | View and restore any of their documents currently in the recycle bin. |
| Create Desktop Export | Export Wizard in Desktop Import/Export and adds the selected workspace to the export list | Export the selected folder via Desktop Import/Export. |
| Create Desktop Import | Import Wizard in Desktop Import/Export and sets the selected folder as the destination | Import documents to the selected folder via Desktop Import/Export. |
Search Folder
| Menu Item | Opens | Allows You to |
|---|---|---|
| Edit Search Folder | Edit Search Folder dialog | Edit the search criteria of the selected search folder. |
| Delete Folder | N/A | Permanently delete the selected search folder. |
| Export | Export dialog | Export all documents in the selected search folder. |
Document
| Menu Item | Opens | Allows You to |
|---|---|---|
| Revert To Previous Version | A confirmation dialog is displayed before the current version is replaced with the previous version |
Revert the selected document to the previous version. Note: This item is only available when the selected document has more than one version. |
| Add to Recycle Bin (Advanced) | Milan Recycle Bin dialog if the selected document has more than one version | Add the selected document to the recycle bin or, if the document has more than one version, choose whether to add all versions of the document to the recycle bin or only the selected version. |
| Add to Recycle Bin | N/A | Add the selected document to the recycle bin. If there are multiple versions of the document, only the latest version of the document will be added to the recycle bin. |
| View Recycle Bin |
Recycle Bin dialog |
View and restore any of your documents currently in the recycle bin. |
| Share Document | Document Sharing dialog | Share the selected document with another Milan user. |
| Move/Copy | Move/Copy Documents dialog | Move or copy the selected document to another folder. |
| Add to Folder | WorkSite browser dialog for selecting a target folder | Add a reference to the selected document to another folder. |
| Edit Profile | Edit Profile dialog | Change the metadata associated with the document. |
| Edit Security | Edit Security dialog | Change which users and groups have explicit access to the document. |
| Rename | Rename dialog | Apply a new description to all versions of the document or only the selected version. |
