Online Help > Commands > Context Menu

Add

Description

 

The Add context menu allows for creating new entries and attachments, insert log comments, and save templates:

 

Session

Folder

Data Entry

Credential Entry

Contact

Document

Attachment

Todo

Log Comment

Macro/Script/Tool

Import from...

Add from Template

Save as Template

 

Context Menu - Add 

Context Menu - Add 

 

Add Session

Opens the Add New Entry window to add a Session entry.

 

Add Folder

Opens the Add New Entry window to add a Folder entry.

 

Add Information

Opens the Add New Entry window to add an Information entry.

 

Add Credential Entry

Opens the Add New Entry window to add a Credential entry.

 

Add Contact

Opens the Add New Entry window to add a Contact entry.

 

Add Document

Opens the Add New Entry window to add a Document entry.

 

Add Attachment

Opens a file selection dialog to select an Attachment to add to the selected entry.

 

Add Todo

Opens the Task Management window to add a Todo task to the selected entry.

 

Insert Log Comment...

Opens the Add Log Comment window to add a comment in the entry logs.

 

Add Macro/Script/Tool

Opens the Add New Entry window to add a Macro/Script/Tool entry.

 

Import from

Opens the Add New Entry window to select an import format.

 

Add from Template

Opens the Template List window to add entries from saved Templates.

 

Save as Template

Save the selected entry as a Template.