The Intralinks Designer screen

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Product: Intralinks Designer
Applies to: Managers and publishers

The Intralinks Designer screen contains a number of elements, as shown below.

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The Intralinks Designer screen contains two primary work areas, the desktop area and the staging area.

The desktop area displays the contents of your local and network drives. The desktop area appears in the top half of the Intralinks Designer window when the Documents tab is selected on the left side of the screen. This area can be hidden and redisplayed by clicking the My Computer button on the toolbar.

Note: You can drag files and folders from the desktop area, but you generally cannot make changes in the desktop area that will affect the contents of your computer; for example, you cannot move or delete files on your computer using Intralinks Designer. You can view and rename PDF files that appear in the desktop, however. The changes you make in the staging area will affect your exchange when they are uploaded, but the original files will not be changed in any way.

The staging area displays the contents of the selected exchange, or the users on the exchange, along with any changes made since the exchange was last updated. Click the Documents and Users and Groups tabs on the left side of the screen to change from the Documents view to the Users and Groups view, and back again.

You can resize both the desktop and staging areas by dragging the mouse pointer over the section borders until the pointer becomes a double-headed arrow (<–>), and then continuing to hold the left mouse button as you drag the selected area to the desired size. You can resize the folder lists and content areas within the desktop and staging areas in the same way.

Viewing documents

When the Documents tab on the left side of the screen is selected, the staging area has two sections: the folder list and the content area. The folder list, on the left below the tab, displays the hierarchy of folders, and their contents when expanded. The content area, on the right, lists the contents of the folder selected in the folder list and displays information about each item in the folder, including the last action performed on each item.

Viewing users

When the Users and Groups tab is selected, the staging area has two sections: the exchange groups list and the users list. The exchange groups list, on the left below the tab, displays all the user groups that have been added to the exchange. The users list, on the right, lists the members of each group. Each user’s name, organization, phone, email address, status (active or inactive) and exchange role is displayed, along with the date on which the person last accessed the exchange, and information about any changes that have been made to the person’s record using Intralinks Designer.

The toolbar

The Intralinks Designer toolbar, located between the menu bar and the desktop area, provides quick access to a number of key tasks. You can use these toolbar buttons to permission documents, add users and groups and export information, for example. The buttons that appear on the toolbar reflect the area in which you are working; as you move between the Users and Groups view to the Documents view, for example, the buttons change to reflect the tasks that you can perform in each area.

The Exchange drop-down list displays the exchanges whose content you can modify. The name of the open exchange appears in the list.

The menu bar

At the top of the Intralinks Designer screen, above the desktop area, is the menu bar. It provides access to a variety of functions.

Right-click menus

When you right-click documents, folders, exchange icons (including the exchange icon in the folder list), users or groups, a menu appears. The menu contains all of the most commonly performed tasks for the object that you clicked on. For example, if you right-click a document, the following options appear on the menu: Edit Document Settings, Permissions, Delete, Rename, Edit Custom Field Values and Download.

The status bar

You can check the status of your connection on the status bar below the content area.

Additional information

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