Your Phrontex system may show icons for the four drop-down menus:

  1. Content actions
  2. System Actions (if you have access)
  3. Support
  4. User Actions

drop down menus

Content actions

The Content actions drop-down shows the available actions for the currently displayed content, depending on the type of content and your permission settings.

Actions when viewing a page

View

Display the page.

Save As

Download the page as a document, in any common format such as PDF, Word, text, etc.

Properties

Display and update the metadata for the page.

History

See the page history: the successive versions, when and by whom the versions were approved, and any approval comments.

View history

See when and by whom the page was viewed.

Compare versions

See what’s changed between versions

Copy

Create a new page by copying the displayed page

Page type listing

Display the listing of pages of the current page type

Actions for creating, approving, and deleting page versions

See Approvals and page versions for more information on these actions.

Edit

Edit the page. Editing is always carried out on a draft version of the page. If the page has been approved and no draft exists, a new, draft version is created.

View draft

View the draft version of the page. Draft versions are visible only to users with permission to edit the page.

Delete draft

Delete the draft version

Approve

The draft version becomes the approved version; the previously approved version, if any, becomes a historic version.

Withdraw

The page is withdrawn from use: the currently approved version becomes a historic version and is removed from the menu. As far as normal users are concerned the page has been deleted; however it is retained in archive and can be retrieved if necessary.

Actions when viewing Listings Pages

Export

Download the listing as a CSV file

Properties

Display and update the type definition

Fields

Display the custom fields for the type

New field

Add a new custom field to the type

System actions

New page

Create a new page

Advanced search

Display the advanced search page. Simple searching, using the search field above the menu, looks only in approved pages. Using advanced search you can look in draft and historic versions, and narrow your search to particular page types. See Searching for content (Draft)

Users

Display the listing of user accounts. See Users.

Menus

Display the listing of menus. Each menu defines a structure of some or all pages, arranged with whatever  headings and sub-headings you need. The pages selected by a menu can also be downloaded as documents. See Content Menus - Overview.

User groups

Display the listing of user groups. Each user group defines a selection of users, selected by name or using one or more rules. User groups are used when setting permissions and when creating notification rules. See User groups

System settings

Display and update the settings that govern how the system operates. See System settings

Audit trail

Display the history of actions that have been carried out on the system: who did what, and when.

Maintenance

Display the list of maintenance functions.

Support

Contains on-line help and support options.  

User actions

Profile

Display and update your user record: name, phone number, email address, and password if password-setting is permitted for your system.

Logout

End your Phrontex session. Note that you cannot be logged in simultaneously on more than one device: when you log in, any existing Phrontex sessions are terminated automatically.

History

Display your Phrontex usage history.

Alerts

Display your Phrontex alerts.  See Alerts - Overview