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Right-click Menus and Content Menus
Context Menu | Area |
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Right-click anywhere in the body of the issues pane to access this menu. | |
Right-click above the body of the issues pane but not on a tab to access this menu. | |
Right-click on a tab to access this menu. | |
Hover over Settings to access this sub-menu. |
Command | Description |
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These are the basic options available for issues. For detailed instructions, see: |
Drill Down | This option is only enabled for document issues or line issues. Select this command to open the accompanying document. |
Send as Email |
This option enables you to send the selected issue as an email. You default email client is opened with the issue details pasted in the body.
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Export to Excel |
This option enables you to export all issues in the current view to Excel. The export operation maintains all specified sort options.
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New View |
This option enables you to create a new tab with custom:
For detailed instructions, see Creating New Issues View. |
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These options enable you to modify existing views. |
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These options enable you to control which views are visible as tabs on the issues pane. |
Customize Views | This option enables you to see all available views to modify. |
Customize Types |
This option enables you to add custom issue types to the file. For detailed instructions, see Customizing Issue Types. |
Set Alternate Color | This option enables you to specify custom shading on every other row in a view. |