About the Catalog Cards Register

The Catalog Cards register lists all the catalog cards used in the Organization work area or within a workspace.

There are two modes for viewing catalog cards in the Catalog Cards register:

You can switch between these modes by clicking the folder icon representing the folder hierarchy view mode, or by clicking My Documents.

Folder Hierarchy Mode

In folder hierarchy mode, the Catalog Card register groups catalog cards in a folder structure similar to Windows Explorer. Click a folder in the navigation menu or the main register pane to view its contents. For each catalog card in the folder, register columns are displayed according to the current view.

The banner above the catalog card register displays a breadcrumb trail that shows the path that you have taken to arrive at that folder. Using the breadcrumb trail you can track your relative position in the folder hierarchy. You can also display the contents of folders higher in the folder hierarchy by clicking on the folder links in the breadcrumb trail.

If your security role includes the Manage Folders permissions for Catalog Cards, you can create, modify and delete catalog card folders using the buttons available in the Catalog Card register. If your security role includes the Move permission for Catalog Cards, you can move folders and catalog cards to other places in the folder hierarchy. For more information on permissions for managing catalog cards and folders, see "Permissions for Catalog Cards Folders".

My Documents Mode

In My Documents mode, the Catalog Card register displays a simple list of all catalog card documents you have access to, regardless as to how the catalog card documents are organized in the folder hierarchy mode. You cannot create, edit or delete catalog cards while in My Documents mode. For each catalog card, register columns are displayed according to the current view.

Specialized Commands in the Catalog Card Register

The following table lists the specialized commands available on the Catalog Cards register. For more information about the standard commands available in the Activity Code Group register, see "Proliance Registers". Available commands are determined by the current work area and the permissions in your security role.

Specialized commands in the Catalog Card register Command

Create a new catalog card. The catalog card will be created in the folder selected in the navigation menu.

If more than one document subtype is available for the register, and you have the appropriate permissions assigned to your security role, an arrow symbol appears to the right of the New button. Click the arrow to choose the document subtype to create.

New
Create a new folder and define the default catalog card subtype for that folder. This command is only displayed when viewing catalog cards in folder hierarchy mode. For more information on creating new folders, see "Creating Folders". New > New Folder
Modify the folder name or the default Catalog Card subtype for the current folder. This command is displayed beside the current folder in the breadcrumb trail when viewing catalog cards in folder hierarchy mode. For more information on modifying folders, see "Modifying Folders". [edit]
   
Move the currently-selected folders or catalog cards to another folder. For more information on moving folders, see "Moving Folders". For more information on moving catalog cards between folders, see "Moving Catalog Cards Between Folders". This command is only displayed when viewing catalog cards in folder hierarchy mode. Move
Delete the currently selected folders or catalog cards. For more information on deleting folders, see "Deleting Folders". Delete

Upload one or more external files and automatically create corresponding catalog cards

ToolsCatalog Card Creation Wizard

Download all selected attachments.

This option is located under Tools when Open As is set to Source File or Presentation File.

Tools > Batch Download

Download all selected attachments as a zip file.

This option is located under Tools when Open As is set to Source File or Presentation File.

Tools > Download Zip File

View only those catalog cards that have file attachments and quickly view their attachments:

  • Document: Displays all catalog card revisions, regardless of file attachments. Selecting a revision will open the catalog card document.
  • Source File: Displays only card revisions that have a Source file attachment. Selecting a revision will open the Source file using the registered application on your computer. If you computer is unable to open the attachment, try using the Brava! - Source File option instead.
  • Presentation File: Displays only card revisions that have a Presentation file attachment. Selecting a revision will open the Presentation file using the registered application on your computer. If your computer is unable to open the attachment, try using the Brava! - Presentation File option instead.
  • Brava! - Source File: Displays only card revisions that have a Source Version file attachment. Selecting a revision will open the Source file using the Brava!™ viewer. If Brava! is unable to open the attachment, try using the Source File option instead.
  • Brava - Presentation File: Displays only card revisions that have a Presentation Version file attachment. Selecting a revision will open the Presentation file using the Brava viewer. If Brava is unable to open the attachment, try using the Presentation File option instead.
Open As