Document Management: What is the Document Tray - FAQ

The document tray is a utility that allows users to perform actions on documents that are located throughout the library. The document tray behaves like a shopping cart in an ecommerce application in that it provides a temporary holding bin for documents that you wish to perform actions on.

For example, if you are trying to link documents together that are stored in different folders add the documents from folder 1 to the tray then go to folder 2. Select the documents you want to link from folder 2 and select the documents in the document tray and click the link button to link the documents.

What can I use the document tray for?
The document tray helps users perform the same actions on documents that may be stored in different folders. All actions presented by the FileHold toolbar are supported including get copy, check out, move/copy, email, link and delete.

How do I find / open the document tray?
Click on the Document Tray button at the top of the library tree to open the document tray. Once open click the close button to close the tray.

How do I add documents to the tray?
Select the documents you wish to add to the tray from the (folder view, search results, my FileHold views) and click the Add to Tray button from the FileHold toolbar.

How do I Remove documents from the tray?
Select the documents you wish to remove from the tray and click the Remove button from tray.

Am I copying / moving documents every time I add them to the tray?
No. Documents that are added to the tray are not copied or moved. The document tray is only making reference to the documents located elsewhere in the library.