An overview of the features provided by yuuvis® Momentum client as reference implementation to demonstrate the usage of the developer libraries.

Introduction

yuuvis® Momentum client as reference implementation is an Angular application that is structured in multiple components. Each of them implements a specific area of the client application using the functionality provided by the components of the developer libraries.

In the header area, you will find the yuuvis® Momentum bar with icons for the most frequently used features, such as the Main menu icon, the yuuvis® icon, the Create object icon, and the Settings menu icon. In the hit list, folder, and object view, the Search icon is displayed in the yuuvis® Momentum bar in addition to the icons mentioned above.

Click the aforementioned icons to go to the corresponding linked areas, object creation form, or search form.

• If you left-click the yuuvis® icon in the hit list, folder, or object view, the dashboard will appear again.
• If you left-click the yuuvis® icon while pressing Ctrl, a new tab will open with another dashboard in your browser.

Dashboard

Middle Area

The middle of the dashboard is where you will find the multi-part search input field. You can use a drop-down menu to the left of the search input field to limit your search to selected object types. Click the Plus icon to the right of the search input field to expand the search conditions. Click the Search icon to run the search request.

Footer Area

In the footer area of the dashboard, the objects that you recently created or edited are displayed in the form of a tile row. Click the Recently created or Recently edited buttons below the tile row to select which objects you want to view. If you click the More... button to the right of the objects listed in the footer area, the listed objects are displayed in a hit list, which you can also sort, filter, and configure (see Modifying Hit Lists and Using Filters).

Clicking on a tile of the recently created or edited objects will

• open the object view of the clicked document for documents that are not in any folder.

• open the folder view of the clicked document for documents located in a folder and for folders.

Menus

The Main Menu

Via the main menu you can access important areas and features such as the dashboard and the settings menu. You can access the main menu using the Main menu icon on the yuuvis® Momentum bar.

You can access the following areas via the main menu:

• Dashboard

• Create object

• In-tray

• Inbox

• My follow-ups

• Settings

• About yuuvis® client

The Filter Configuration Menu

The filter configuration menu provides a graphical interface to configure your filters. The configuration menu consists of the following areas:

• Header area
  • The header area displays the object types for which you configure a filter.
  • You can configure cross-context filters or filters limited to one object type.
• Filter list
  • The filter list shows you the available default filters and the filters you have configured.
  • Custom-configured filters are highlighted in bold in the list.
  • The filter list is divided into the areas Custom filters, Enabled filters, and Disabled filters (see Using Filters for enabled and disabled filters).
• Configuration area
  • The configuration area displays the configuration of the filter you have selected in the filter list.
  • This is where you can also configure your own filters.

Filter Types

You can create the following types of filters:

• User-defined filters
  • You can create user-defined filters for your personal use. They are only available to you and cannot be shared with other users or distributed across the entire system. User-defined filters can be created by any yuuvis® Momentum user in object lists or in the settings menu.
• Default filters
  • Default filters are configured filters that can be shared with other yuuvis® Momentum users across the entire system. Default filters can only be created by yuuvis® Momentum users with the appropriate functional right in the settings menu (see Default Filters).
  • User-defined filters and default filters are further divided into the following subtypes:
• Object-specific filters
  • These filters are only valid for a specific object type. You can create them by starting a search request for a specific object type and opening the filter configuration menu in the hit list. Alternatively, you can open the filter configuration menu via the settings and use the Restrict to object types button to limit the filter to be created to one object type.
  • If you have limited the configuration menu to one object type, only the filter fields of the corresponding object type are available in addition to the basic data filter fields.
• Cross-context filters
  • These filters apply to several or all object types. Different filter fields will appear depending on which object types are contained in the object list in which you open the filter configuration menu.
  • There are several ways to create cross-context filters: in hit lists, in folder views and in the settings menu.

Applying Filters

To get a better overview in object lists, you can apply one or more filters to an object list at the same time. To do this, click the checkboxes after the filters you want to use in the filter area. The result will appear in the object list immediately. You can remove the filters by unchecking the checkboxes.

Clicking a group name in the filter area, will select or disable all filters in this group.

Activating and Deactivating Filters

To keep the filter display in the filter area clear, you can activate and deactivate the default and saved filters. Deactivated filters will then no longer be displayed in the filter area. These settings apply to the filter areas of all object lists.

Removing Filters

You can also delete filters you have created and saved. Default filters cannot be deleted.

Default Filters

Default filters are configured filters that are created by yuuvis® Momentum client users with the appropriate functional rights and can be distributed to other yuuvis® Momentum client users throughout the entire system.

You require the role YUUVIS_MANAGE_SETTINGS to be able to create default filters in yuuvis® Momentum client.

Default filters can only be created in the yuuvis® Momentum client settings menu. Open the settings menu by clicking the yuuvis® Momentum icon in the  Settings menu bar and select Settings from the dropdown menu. Alternatively, you can also open the settings menu via the  Main menu. To create a default filter, click the Edit default filter configuration button in the settings menu in the Search filter area.

The process for creating default and configured filters is the same (see Configuring Filters).

Click the Save as default button to save the configured order, sorting, and pinning of the hit list columns as the default column configuration. The default filter is automatically available to all other yuuvis® Momentum client users in the filter area after it is saved (see Using Filters).

The Object Actions Menu

Various actions are available for editing documents and folders. You can find these actions in the Object actions menu. The object actions menu offers you a different selection of actions, depending on the context and your permissions.

The objects actions menu is available for you in different areas in yuuvis® Momentum client, such as in hit lists, in the folder view, and in the object view. The suggested actions and always refer to the selected object(s).

If you select several objects in an object list (such as in a hit list) and then click the Object actions icon in the area window of the object list, you can apply an action or a process to several objects (see Applying Actions to More Than One Object).

	Add as new version Adds a document file to the marked object in a hit list or in a folder view (see Adding Documents). Adding a document file automatically creates a new document version.
	Copy to clipboard Copies links from one or more selected objects to your operating system's clipboard (see Copying Objects).
	Delete Deletes the selected object (see Deleting Objects). Deleted items cannot be restored.
	Download document file Downloads the document file of one or more selected objects to the local file system in the original format (see Downloading Document Files).
	Manage follow-up Creates follow-ups for a selected object or opens the dialog for modifying, deleting or confirming follow-ups (see Following Up Documents).
	Move Moves one or more documents to another filing location. For example, from the main directory to a folder, from one folder to another, or from one folder back to the main directory (see Moving Document Files).
	Open in the folder/Open Opens the selected object’s folder view of the filing location (see The Folder View). The object view will be opened for document files that are filed in the main directory (in the top layer in the yuuvis® Momentum filing system) of yuuvis® Momentum (see Object View and Object Area).
	Show references Displays an overview of the objects that reference the selected object (see References).
	Show versions Opens an overview of all versions of the selected object. You can select two versions in the version list to compare them side by side. The action is not offered if the selected object only has one version (see Object Versions).

The Settings Menu

Use the settings menu to configure the main settings of your yuuvis® Momentum client. Open the settings menu by clicking the yuuvis® Momentum icon in the  Settings menu bar and select Settings from the dropdown menu. Alternatively, you can also open the settings menu via the  Main menu.

The following information and configuration settings are available in the settings menu:

Language

You can use the English and German buttons to control the language display of the general user interface elements and the object types, menus, fields, and catalogs specifically configured for your company.

Permissions

The drop-down menu Roles indicates the user roles that were assigned by your administrator to you. User roles group access rights to object types and program functions. Contact the administrator to find out which rights are linked with your roles.

Layout

In the Layout settings area, you can customize the design of the yuuvis® Momentum client layout to your personal preference.

• Theme, Accent color and Dashboard background image

  Here, you can choose between a light and a dark design, set an accent color, and upload a background image for yuuvis® Momentum client. This setting is stored on your device, meaning you can work on different devices with different layouts.

• Export, Import and Reset

  You can also use the layout settings for other clients by clicking the Export button. Similarly, you can transfer the layout settings from other clients to yours by clicking the Import button. Click the Reset button to delete all of your individual layout settings in your yuuvis® Momentum client.

Object Views

Object Aspects

Objects in contain various information that are displayed in units called object aspects.

The layout of the object areas can be customized as described here.

Summary aspect area

Displays the object properties (basic metadata, type metadata and tags) of an object, such as name, editor, number of versions, file size, etc. The information is divided into the areas Basic metadata, Type metadata, and Administrative information.

If more than one version of a document exists, you can also click the highlighted version number to access the version view. Here, you can compare the versions of an object with one another (see Object Versions).

Metadata aspect area

The Metadata aspect area offers the option of editing the type metadata of the selected object (see Editing Metadata), provided that you have the appropriate rights.

History aspect area

The editing history of the selected object is shown in the History aspect area. It displays, for instance, what changes were made to an object, at what time, and by which user or the system. You can filter the events of the editing history, if needed (see Filtering the History). The entries in the history also contain links to the versions of the document. You can open the version view by clicking one of these links (see Object Versions).

Content aspect area

The Content aspect area offers a content preview of the selected document. Different content previews are used depending on the file type of a document file (see The Content Preview). If no file-specific preview is used, the document rendered to a PDF by yuuvis® Momentum is displayed in the PDF content preview by default. If a PDF cannot be rendered, nothing is displayed in the content preview.

The Version View

If type metadata is modified in an object in yuuvis® Momentum client or the document file is edited, replaced, moved, or deleted, then new versions of the object are created. The older versions are retained. All versions of an object can be managed in the version view.

There are a number of ways to open the version view:

• Via the Object actions menu, if the selected document has more than one version

• In the object area via the link on the version number in the Summary aspect area.

• Via the links on the version numbers in the History aspect area.

The version view shows a list of all versions. If two versions are selected in the list, you can compare the content or type metadata of the selected versions in the object area of the version view:

• The Changes to metadata tab in the object area shows you which type metadata has been changed.

• The Changes to content tab in the object area offers you a visual comparison of both versions.

Comparing Versions

If you select two versions in the version list, the changes between these two versions are displayed in the object area. If you click the Changes to metadata tab, you will see the changes in the type metadata. If you click the Changes to content tab, you will see a visual comparison of the selected versions. You have a number of action available in the visual comparison:

The  Slider in the center of the visual comparison in the Changes to content tab helps you find the differences. If you move your mouse over the slider, a drop-down menu will offer you more comparison options.

Icon	Function
	Drag the slider left and right to resize the images.
	Displays both images instantly.
	Layers both images on top of each other so that you can use the sliders to display one image and then the other.
	Only displayed when both images are superimposed. Clicking the icon reverts the view back to normal.

Creating Objects

In yuuvis® Momentum, you can create objects (folders and documents) in stages. This procedure is especially useful if you create a lot of objects in the yuuvis® Momentum filing system in a short space of time that you do not want to complete until later.

Creating Documents

You require the YUUVIS_CREATE_OBJECT role to be able to create documents in yuuvis® Momentum client.

The following options are available for you to create documents in yuuvis® Momentum client:

• Create documents via the  Create object icon on the yuuvis® Momentum bar

• Create documents via the Create object entry in the main menu

• Create document files via drag and drop

Parent Folders

If you want to create a document, the first thing you have to decide is if you want to define a folder as parent object. For this purpose, you first need to display the folder object you want to specify as parent for your new document. Once you have opened the right folder, you can create one or more documents as child objects in the folder using the  Create object icon on the yuuvis® Momentum bar or by dragging and dropping.

If you did not open a folder when you created a document, for example, on the dashboard, in hit lists, in an open object view (see Object View and Object Area), the document does not have a parent object.

Documents with Content and Documents with no Content

There are numerous document types in yuuvis® Momentum that can differ significantly from each other in their function and properties. The document types are configured administratively.

You can find out which document types are available in your yuuvis® Momentum system by opening the Create object creation menu. Open the Create object menu by clicking the  Create object icon or the Create object entry in the main menu, or by dragging and dropping one or more files onto the yuuvis® Momentum client desktop.

One of the basic properties of the document types in the Create object menu is that they may or may not contain a binary content file.
>> Schema - Defining Object Types

Simple and Variable Object Types

A distinction is also made in yuuvis® Momentum between the following object types, particularly with regard to the creation process:

• Simple object types
  • Simple object types are the fastest way to create documents.
  • The object type is assigned when the object type is selected.
  • The main difference between the object types is that you do not get a preview of the uploaded file during the creation process.
• Variable object type with fixed object type assignment
  • This object type offers you a preview of the uploaded file during the creation process.
  • This gives you the chance to check which file and object type you have selected again.
• Variable object type with subsequent object type assignment
  • For this object type, you can assign the object type after the creation process.
  • In the first step of the creation process, only a small amount of general type metadata is entered and the document is created.
  • You can assign the final object type at a later point, depending on the configuration of the variable object type.

Artificial intelligence can be used to create documents with variable object types regardless of how your yuuvis® Momentum system and individual object types are configured. This will appear in a suggestion list during object type assignment. The AI used gives the suggested object types a weighting based on machine learning.
>> Artificial Intelligence Platform

Upload Status

If you upload files to the yuuvis® Momentum filing system, this is indicated by the  Upload status icon in the yuuvis® Momentum bar. Click the icon to view the names and status of the files uploaded in a menu. A green tick behind an entry indicates that the upload process was successful. Click the Remove icon to remove entries from the list to get a better overview. The  Upload status icon will no longer be displayed once all of the entries have been removed from the list.

Cancelling the Creation Process

There are several ways to cancel the creation process:

• Click Cancel during the creation process. In the form that opens you can:

  • delete the object (Remove object button). The incomplete object is permanently deleted. The files uploaded and/or type metadata entered up to that point will be lost.

  • place the file in the in-tray (Store in in-tray button) The incomplete object, including all type metadata entered and/or all files uploaded up to this point, is placed in the in-tray. You can continue and complete the creation process at a later time.

• Click the yuuvis® logo in the yuuvis® Momentum bar, which is part of the main menu, or an entry in the settings menu during the creation process. Click OK on the form that opens to permanently delete the incomplete object. The files uploaded and/or type metadata entered up to that point will be lost.

Filing E-mails and Attachments

There are many ways and options available to file e-mails and e-mail attachments. You can file e-mails together with their attachments or file the e-mails and attachments separately. You can upload e-mails from the local file system or drag and drop.

You will need to keep a few things in mind when filing e-mails directly from an e-mail program via drag and drop. Whether or not drag-and-drop filing of e-mails from an e-mail program directly into yuuvis® Momentum client is possible depends on the e-mail program and the browser you are using. For example, the drag-and-drop filing of e-mails from Microsoft Outlook is supported in yuuvis® Momentum client if yuuvis® Momentum client is running in a Google Chrome browser. In this case, the e-mail is filed in yuuvis® Momentum in the same file format (*.msg) in which it is transferred from Microsoft Outlook. Filing an e-mail in the *.msg file format has one distinct disadvantage in that the content preview will differ slightly from the filed e-mail (see The Content Preview).

If you are working with a different browser, say Firefox for example, and would like to file e-mails via drag and drop, then it is best to use the Outlook Add-In for Drag & Drop from OPTIMAL SYSTEMS. It enables drag-and-drop filing, ensuring that e-mails that are dropped onto yuuvis® Momentum client are transferred as *.eml files so that the content preview generates a more accurate view of the filed e-mail. If you are interested in this add-in, please contact your partner at OPTIMAL SYSTEMS.

Save e-mail attachments in the local file system before uploading them to the yuuvis® Momentum filing system. The next steps required to file e-mail attachments from the local file system are similar to those used to create documents in yuuvis® Momentum client (see Creating Documents). The use of drag and drop to file attachments stored in the local file system is also supported.

Creating Folders

You require the YUUVIS_CREATE_OBJECT role to be able to create folders in yuuvis® Momentum client.

Folders can be created via the  Create object icon on the yuuvis® Momentum bar as well as via the Create object area in the  Main menu. You cannot create another folder in a folder.

You cannot change a folder’s type after it has been created. If you want to change the folder type again during creation, you can return to the object type selection by clicking in the breadcrumb trail in the header area of the form.

If you want to cancel the creation process and leave the form, click an icon on the yuuvis® Momentum bar.

Assigning Final Object Types

Variable object types are the starting point for this. For these object types, you can assign incomplete objects to the object type after the creation process. In the first step of the creation process, only a small amount of general type metadata is captured and the object is created. You can assign the final object type at a later point, depending on the configuration of the variable object type.

All incomplete objects are listed in the  Main menu in the in-tray. If you select an object in the list of incomplete objects in the in-tray, the properties and contents of the object will be displayed in the object area. You can see which additional options are available for the selected object by the buttons displayed in the Metadata aspect area:

• Assign object type button: You can assign a final object type to the object.

• Extend button: You can extend and reduce the type metadata of the object (see Extending Type Metadata).

If the Assign object type button is displayed in the Metadata aspect area, then you can assign an object type to the object. You can only assign an object type to an object once and this cannot be changed. After you have assigned an object type to an incomplete object, the Assign object type button will no longer be displayed and the object will be removed from the list of incomplete objects.

Adding Documents

You can replace document files with a new file, for example if a copy of the document file was modified outside of yuuvis® Momentum client and you would like to overwrite the document file in yuuvis® Momentum with the new version. To do this, you have to upload the new file from the operating system to the yuuvis® Momentum filing system and add it to the yuuvis® Momentum document file as a new version (see also Object Versions).

The following options are available for you to add document files in yuuvis® Momentum client:

• Use the Add as new version function in the Object actions menu to add document files.
  To add a document file using the object actions menu, follow these steps

• Drag and drop to add document files.
  To add a document file via drag and drop, follow these steps

If you want to add the document file of another yuuvis® Momentum object to an yuuvis® Momentum object, then you will need to first download this document file to your local file system using the object actions menu (see Downloading Document Files) before you can add it to another object as a document file again using the replace function in the object action menu or using drag and drop.

Editing via Metadata Forms

You require the YUUVIS_CREATE_OBJECT role to be able to edit type metadata in yuuvis® Momentum client.

Entries for type metadata are made and maintained via fields in metadata forms. You can enter type metadata both during and after object creation in the Metadata aspect area (see Object Aspects). Variable object types also have the property that you can extend or reduce the metadata forms at any time (see Extending Type Metadata). When an object is created, the object type is determined and the metadata form is filled out. Fields in the form can be prepopulated with default values or values automatically extracted from the document files (see Prepopulated Metadata Fields).

For documents, the Metadata aspect is displayed in hit lists and folder views, for example, if you have selected the corresponding document (see The Folder View). For documents that are not stored in any folder, you can also show the Metadata aspect in the object view (see Object View and Object Area).

For folders, you can also show the Metadata aspect area in hit lists if you have selected the corresponding folder. In the folder view, you must click the folder name in the header of the structure area to display the Metadata aspect area.

The properties of the form fields are configured by the administrator. Notices are shown if entries in fields and references between fields do not match these specifications.

Only integers from -2³¹ to 2³¹-1 (i.e., from -2,147,483,648 to 2,147,483,647) may be entered in the metadata form. Entries that fall outside this range will cause rounding or other errors.

Metadata Form Fields

Tables in Metadata Forms

The following customization options and functions are available for tables in metadata forms:

• Sort by column: If you click the header of a column, the table will be sorted by the contents of the column. Clicking the header again undoes the sorting. Tables in metadata forms can only be sorted by the content of a column.
• Optimal column width: If you click the right column separator of a column, the column will be adjusted to the optimal width.
• Edit table row: The table will be opened in a new form with an input area in full view to make editing easier. The row that is clicked is also highlighted in the opened form. The values of the row you have clicked are already entered in the form for editing or for adding a new row.
• Align table columns: All columns in the table will be adjusted to the optimal width.
• Open table: The table will be opened in a new form in full view to make editing easier. If you select a row in the opened form, the input area for editing the row is also displayed.
• Export spreadsheet data to CSV file: The table will be exported in CSV file format.

  • Text fields are in output in quotation marks (e.g., "abc").

  • Date and time fields are output in ISO format 8601.

  • Decimal numbers are formatted in the language the user has specified.

  • Values from reference fields are output as object IDs.

  • Values from users are output as user IDs.

  • Boolean values are output as FALSE and TRUE or empty/NULL.

• Insert new row: The table will be opened in a new form with an input area in full view to make editing easier.

Editing Catalogs in Metadata Forms

You require the roll YUUVIS_MANAGE_SETTINGS to be able to edit catalogs in yuuvis® Momentum client.

You can edit catalogs in metadata forms regardless of your rights and the configuration of the object type. The editing takes places in the Metadata aspect area.

Catalogs that can be edited are indicated by a Pencil icon. If you click on this type of icon, an edit menu opens for the catalog in which the following features are available.

 open...

Icon	Description of the feature
	You can create new catalog entries using the entry field in the header area of the edit menu.
	Delete a catalog entry by clicking the remove icon.
/	This checkbox allows you to control whether a catalog entry is displayed in the metadata form or not.
	If you click this icon, you can drag and drop the line of the catalog entry to where you want it to be in the list of catalog entries.

If you delete a catalog entry in the catalog edit menu, the catalog values cannot then be deleted in the metadata forms. Catalog values orphaned by deletion are marked red in the metadata form and by a red Remove icon.

Prepopulated Metadata Fields

Certain fields in the metadata forms may already be prepopulated when objects are created. The administrator defines which fields are prepopulated. These fields are specially indicated in the metadata forms when objects are created. Manually entered data has priority, i.e., it overwrites automatically imported data in case of conflict. There is a distinction made between two types of prepopulated metadata fields in yuuvis® Momentum:

• Object type-specific prepopulated data
  Metadata fields that are yielded by the object type’s configuration can be prepopulated depending on the object type. This can be prepopulated data from free text inputs, catalogs, scripts, or additional components. Metadata fields that are prepopulated by the object type definition are indicated by a df during the creation process.

• Extracted prepopulated data
  Specific data from the metadata of the files (such as title, creation date, author, etc.) may be automatically extracted and written to the metadata, depending on the configuration of your yuuvis® Momentum system, when uploading files. Object type-specific prepopulated data will be overwritten during this process. Metadata fields that extract index data from the metadata of uploaded files are indicated by an ex during the creation process.

Object-specific and extracted prepopulated data is transferred as follows:

• If both a default value and an extraction are defined for a field, then the data for the extraction (if this is available) is transferred during the creation of an object in yuuvis® Momentum client; otherwise the default value is transferred to the metadata form.

• No extracted data will be shown in the metadata fields indicated as such for files to be filed as a batch. If you enter information in these fields, it will overwrite all extracted data. If you do not enter anything in these fields, all of the extracted data (if this is available) will be transferred; if this is not available, the default value will be transferred to the metadata form.

• If the document file is later replaced, the extraction will be repeated. Existing data in fields configured for a mapping will be replaced or – if no new value is found – removed.

References

In metadata forms, the metadata of another object can be transferred into certain fields, which are known as reference fields. These fields reference the ID of certain objects and therefore are retained even if the referenced object is renamed or moved. The administrator configures reference fields, and they are set up for several values as multi-fields.

References that have been set up are displayed both in hit lists and in the Summary and Metadata aspect areas (see Object Aspects). They are indicated in hit lists and in the aspect areas with a  Reference icon. Click the  Reference icon to quickly open the referenced objects. If you hold down the Ctrl key while clicking, the location of the referenced object will be displayed in a new tab.

You can create and remove references in the Metadata aspect area (also see Editing Metadata).

If a referencing object is located in a folder, you can jump to the filing location of the referenced object by double-clicking the list entry. If the clicked object is located in the main directory, the object view of the referencing object will open (see Object View and Object Area).

If a user does not have any rights to a referencing object, this will also not be displayed for this user. If a user has read access to a referencing object, but not to the folder in which the object was filed, then the user is only offered the object view for the object.

Searching and Finding

The Search Options

You can start search requests on any page. The search dialog is available for this purpose on the dashboard and in the yuuvis® Momentum bar. You can search for objects (e.g., folders, documents, and data records) according to the following criteria:

• by text content (full-text search)
  • Search for terms that you think might occur in the objects you are looking for. This search searches the contents of document files as well as the metadata of objects (see Search Terms in yuuvis® Momentum).
  • Number and date fields are not taken into account in the full-text search.
• by object types
  • Search specifically for object types, such as a particular type of document or folder. To do this, limit the search to certain object types (see Search by object types).
• by object properties
  • Search for specific properties of objects (Search by object properties), such as

    • Basic metadata (creator, editor, created on, version, file size/type, etc.)

    • Type metadata (title, description, subject, first/last name, etc.)

    • Tags (status of an object within a technical process)

• by a folder
  • Search in a specific filing location, for example, in a specific folder (see Search in a folder).

You can refine a search, for example, by limiting it to certain object types or metadata. You can combine the search criteria listed above as necessary.

The search links all search terms on search forms and all limitations on object properties and object types with AND by default. If you are using multiple object types in the search, they are linked in the search by OR. In the search dialog, you can change the logical operator of multiple search terms or criteria to OR and/or create nested searches.

Narrowing Down Search Results

The results of a search will be displayed in a hit list of all objects that were found. You can sort (see Modifying Hit Lists), filter (see Using Filters), and configure the hit list (see Modifying Hit Lists). Search results are sorted lexicographically. This means that sorting is case-sensitive and special characters are accounted for.

Opening the Search Results

If you select an object in a hit list, the object’s properties and contents will be displayed in the object area (see Object View and Object Area). You can double-click the object to open the folder view, where you can access the filing location (see The Folder View).

The Hit List View

The results of a search will be displayed in a hit list of all objects that were found. The hit list view is divided into the areas described below.

The results of a search will be displayed in a hit list of all objects that were found. Depending on the configuration, the hit list will contain several columns with basic metadata, type metadata, tags, such as type, title, description, editor, etc. The view of a hit list always corresponds to the hit list configuration of the selected object type.

You have the following options to adjust hit lists to improve order if they yield many results:

1. directly in the hit list using your mouse (see Direct Changes to Hit Lists)

2. in the Configuration menu in the header area of the hit list (see Configuring Hit Lists)

3. in the filter area of the hit list (see Using Filters)

Hit list area

The hit list presents the results of a search request in a table. It contains several columns containing basic metadata, type metadata, and tags with information such as object type, title, description, editors, etc.

The appearance of this table can vastly differ, depending on the search, configuration of object types, or configuration of the hit list. This means that the view of a hit list always corresponds to the hit list configuration of the object type currently selected in the hit list.

You can also customize the appearance of the hit list by sorting, pinning, filtering, or by using further options. The changes can be saved (see Modifying Hit Lists).

If you select an object in the hit list, the object properties (basic metadata, type metadata, tags) and contents of the object will be displayed in the object area on the right-hand side of the screen. You can open the folder view, or the object view (see The Folder View) if a document was not filed in a folder, by double-clicking an entry on the hit list (see Object View and Object Area).

The number of hits is shown in the footer of the hit list. In the footer of the hit list, you can also choose between the display layouts  Table,  Gallery, and  List. You can scroll through the hit list or go to the start or end of the list using the buttons in the footer. See Selecting and Focusing for a detailed description of how to use a hit list.

Filter area

In the filter area, you can control the display of the objects shown in a hit list. You can limit the number of objects shown in the hit list by using filters (see Using Filters).

You can use default filters (Object types area), but you can also configure and save your own filters (Saved filters area). The filters you have recently used are displayed in the Recently used filters area.

You enable a filter by clicking a checkbox. The numbers in front of the checkboxes indicate how many documents in the hit list match the specific selection criterion.

You can expand and collapse the list of filters by clicking the  Minus icon or the  Plus icon. In the footer of the filter area, you can choose between different display formats for the filter display. You can expand and collapse the filter area by clicking the Double chevron icon. These layout settings in the filter area are saved when you exit the view. The next time you open the same view, the layout settings saved when you exited the view will be displayed again.

Click the Configuration menu icon to configure, save and disable your own filters. A detailed description of how to use filters in yuuvis® Momentum client can be found under Configuring Filters and Using Filters).

Object area

The object area is displayed to the right of the hit list area when you select an element in the hit list. It shows all object properties (basic metadata, type metadata, tags) and the contents of the object that was selected in the hit list. A detailed description of the object area can be found in Object View and Object Area. If you click the element in the hit list again while holding down the Ctrl key, the object area will be hidden again.

Following Up Documents

You can create follow-ups for folders and documents in yuuvis® Momentum client. Follow-ups act as processing reminders, for example. You can only create one follow-up for each object.

Once you have created a follow-up, it will be displayed in the "My follow-ups" area of the main menu until the time specified for the follow-up. Here you can edit or delete all active follow-ups (i.e., follow-ups for which time has not yet expired).

When the specified time of a follow-up is reached, the object to be followed up is also displayed in the Inbox in the main menu. By confirming the follow-up, you can remove expired follow-ups from both the inbox and the My follow-ups area.