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Launch

While you can view and Annotate many different types of documents in the Document Viewer, there are certain file types that you cannot view (or hear, in the case of audio or video files). The Launch extension in GlobalSearch can be used to open any of your documents in its native format allowing you to make edits and then save any changes directly back into GlobalSearch when complete.

The Launch feature can only be used when it has been enabled in the Extensions interface on your client machine. GlobalSearch can only communicate with the Extensions tray application when the file type of your document has been mapped so that GlobalSearch knows which program to launch and when you have the given the necessary permissions. In addition, Launch functionality is unavailable if the document is currently in a Workflow Queue that you do not have permissions to or is currently queued or in process for PDF Conversion.

Launch a Document from the Search Results View

  1. Run a search to return the document(s) you would like to launch. With one or more documents selected in the Search Results Grid, select the Actions ( Actions Menu.png ) menu in the Search Results Toolbar.

One document selected in the human resources archive search results.

Search Results View

  1. Select Launch from the available Actions to launch your document.

The actions menu with the list of available actions is visible.

Actions Menu

  1. Each document will open in the mapped application for the selected File Type.

A pdf file launched in Adobe Acrobat Reader.

Launched Document in the Native File Type Application

  1. From your local application, edit, save, and close the launched document. If you do not wish to save the document, simply do not save changes in the native application. If you have saved the changes, those changes will be uploaded to GlobalSearch when the document and/or the local application is closed. A notification from GlobalSearch Extensions will appear indicating changes are being uploaded.

Popup message indicating the changes made in the native program are being uploaded to GlobalSearch.

Uploading Changes

If the Archive is Version controlled, a new version of the document is crated.

Your GlobalSearch administrator can help you adjust your Launch settings:

  • If you wish to prevent saved changes from being upload, discuss configuring applications to launch in Manual Monitor mode.

  • If you expect you may need to the ability to revert changes made to documents that have been launched, discuss configuring Versioning.

Launch a Document from the Document Viewer

  1. With a document open in the Document Viewer, select the Actions ( Actions Menu.png ) menu in the Document Viewer Toolbar.

Document Viewer displaying document and Actions menu.

Document Viewer

  1. Select Launch from the available Actions to launch your document

The list of available actions for the actions menu.

Actions Menu

  1. The document will open in the mapped application for the selected File Type.

A pdf file launched in Adobe Acrobat Reader.

Launched Document in the Native File Type Application

  1. From your local application, edit, save, and close the launched document. If you do not wish to save the document, simply do not save changes in the native application. If you have saved the changes, those changes will be uploaded to GlobalSearch when the document and/or the local application is closed. A notification from GlobalSearch Extensions will appear indicating changes are being uploaded.

Popup message indicating the changes made in the native program are being uploaded to GlobalSearch.

Uploading Changes

If the Archive is Version controlled, a new version of the document is crated.

Your GlobalSearch administrator can help you adjust your Launch settings:

  • If you wish to prevent saved changes from being upload, discuss configuring applications to launch in Manual Monitor mode.

  • If you expect you may need to the ability to revert changes made to documents that have been launched, discuss configuring Versioning.

Use Manual Monitor

Specific file types may be configured to Launch in Manual Monitor mode. When launched in this way, the Launch Queue will be displayed alongside the local application. In most cases, the Launch Queue will only display the document that is currently launched out of GlobalSearch. If you have more advanced needs, you do have the ability to launch multiple documents simultaneously out of GlobalSearch. In this case, the Launch Queue will present all documents that have been launched and are awaiting action.

Accessing Launch Queue

To access the Launch Queue:

  1. Right click on the Extensions ( extension.png ) icon in the Windows Taskbar.

  2. From the Extensions menu, select Show Launch Queue.

GlobalSearch Extension task bar menu.

Extensions Menu

Launch Queue Interface

Launch queue with list of document that need to be uploaded to Globalsearch.

Launch Queue

In the Launch Queue interface that appears, select a document and click either Save Changes or Discard Changes. It is important to note that if you do not click Save Changes, edits to your document will not be sent back into GlobalSearch. 

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