The following actions are available on the dossier summary page depending on your permissions:
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Action
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Description
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Save
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Save a copy of the dossier.
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Refresh
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Refresh the data on the dossier.
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Pause Data Retrieval
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Edit the dossier without retrieving data
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Re-prompt
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Change the filter selection parameters.
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Add Data
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Add new or existing data, such as existing datasets or objects.
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Export to PDF
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Export the dossier in PDF format.
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Share
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Share the dossier generated through an email link or embedded links in a web page.
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Print
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Print the document using Adobe Portable Document Format (PDF).
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Create Personal View
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Create and save a personal view of the dossier generated on a given date and time.
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Send Now
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Send a dossier to any email address.
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Add to History List
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Send a dossier to the History List, to be saved for future reference.
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Schedule Delivery to History List
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Send a dossier to the History List page. This page specifies a folder where you can store dossiers on a specific schedule.
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Reset Selections
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Change the filter selection parameters within the dossier that you generated.
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Zoom (Fit Page)
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Zoom in and zoom out the page.
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Edit
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Edit the dossier.
This option is available to users with specific permissions.
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Run as Editable Mode
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Run the dossier in an editable mode to make changes.
This option is available to users with specific permissions.
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