Entry Toolbar

CERF 6.0 Documentation

Go to CERF 5.3 Documentation

After you have created at least one Entry, open a Notebook page in the Notebook Viewer (double-click on the page icon Notebook Page to load it). Then select the Entry by clicking on the selection bar to the left of the entry. The selection bar turns dark blue when the entry is selected and the Entry Toolbar is displayed. Use the toolbar buttons to perform actions on this resource.

View Resource View Resource Opens the resource in a read-only format.
Change Display Type Change Display Type Show as Link, Show as PDF (word or excel can be viewed inline as PDF if the size is within limits set by Business Policy), Show as Document (image or PDF will be shown inline if within size limitations).
Checkout and Edit Checkout and edit. Checks out a local copy of the resource and opens it for editing. Not enabled if Entry is committed, final, or struck out.
Check In Check in Not enabled unless the Resource for the selected Entry has been checked out, edited, and saved. Maintains edit state, auto increments version, saves metadata.
Full Checkin Full Check in Full check in allows user to change edit state, enter version label and comment, and edit/add metadata.
Uncheckout Uncheckout Not enabled unless the Resource for the selected Entry has been checked out. This checks in the Resource without saving any changes you may have made (returns it to previous state).
Delete Delete Only enabled in Flexible Notebook if Business Policy allows deletion. This deletes the Entry.
View Info View Info View information such as Status, Metadata, Version History, Annotations, and Digital Signatures. Tabs to view Resource or Entry Info.
Edit Info Edit Info Opens the metadata editor. Tabs to edit Resource or Entry Info.
Add Note Add Note Opens Note editor.
Add/Edit Caption Add/Edit Caption Opens Caption editor.
Resize Image Resize Image Activates resizing handle for image. Image can be resized and saved. (Button is not displayed unless the Entry is an image file.)
Annotate Image Annotate Image Opens an image in the Image Annotation Editor (this button is displayed for image entries)
Strike Out Strike Out Strikes Out an Entry and its associated resource
Finalize Entry Finalize Entry Finalizes the entry and its associated resource so that no changes may be made.
Set Official Printed Copy Official Printed Copy Creates an Official Printed Copy from a Screenshot, File, or CERF Resource that will be shown on the printed copy of the Notebook Page.

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Last modified: February 10, 2026 at 3:06 pm by Lab-Ally LLC