Open the Options menu in a project Content pane

When you're working with a project, you can find more actions to take on a component by using the Options menu.

To remove or update a project it must be active. If you cannot access an option in the steps, make sure the project is active. Follow the steps in: Make a completed project active.

In a project's Content pane, click the Options menu to take any of the following actions:

• Details... Find out more information about a component, such as who created it, References, Where used, Projects, Branches, Translations, Properties and snapshot History.
• Edit... Open a component to edit the content in the Oxygen editor.
• View... Open a component as read-only in the Oxygen editor.
• Go to — Open the Components browser and highlights the component in the folder where it's stored.
• Save — Select from a group of different Save options. (See the grouped Save options below.)
• Reports — Select from a group of different types of reports. (See the grouped Report options below.)
• Export... Download a copy of content stored in Inspire as a way to back up important content or to move it to another application that Inspire doesn't communicate with.
• Publish... Select a transformation configuration provided by Inspire or use your own plug-in to transform DITA content into formats such as PDF and HTML output.
• Translate... Select the source and target languages and specify how you want to export the files.
• Review... Evaluate content by getting feedback from multiple authors and contributors.
• Approve — Let other Inspire users know that a component is finished and ready to publish or translate by giving it an approved state.
• Actions — Select from a group of component management options including approving, renaming, moving, and six others. (See the grouped Action options below.)
• Advanced — Select from a group of options to manage component references, relationships, and permissions. (See the grouped Advanced options below.

The options you can select from the right-click menu are different when working in the Component browser. To use these options, you must go to the Components browser:

• Edit Structure... Opens the component in Oxygen without referenced content resolved. This lets you see large files in Oxygen before the 5 minute loading timeout.
• Approve referenced components. Approve a few or all referenced components at the same time.
• Reports Approval report — Generate a report that tells you the component's Name, State, the last time it was updated, and by whom. You can also see either the signed date or know if a signature wasn't required.
• Reports Branch report — Generate a report on the relationships a component has when the branch was created.
• Actions Move... Organize content to meet the needs of your organization by removing components from one folder and adding them to another folder.
• Actions Follow — See a notification when another user updates a component.
• Actions Mark as favorite — Add a component to the Dashboard's Favorite Components list to quickly go to the components you need without navigating through the folder hierarchy.
• Actions Go to folder — When working with searches in the Components browser, use this option to open the folder that contains the component.
• Actions Change type — updates the DITA root tag of a file that indicates its topic type. Helpful when switching DTDs (Document Type Definitions).

  The component type is changed, but the XML structure remains unchanged.

  • This may result in XML that does not parse.

  • Use the Document Transform feature to change the structure of the XML. Use an XSLT to transform one component

• Advanced Referenced components... From a source component, quickly select other components that are referenced without opening the source component and manually finding all the references.

For more information, read: Open the Options menu in the Components browser.