Process Designer plug-in: Menu commands

Create a client in XBOUND. Opens the New Client dialog.

New Process

Create a new process in XBOUND. Opens the New Process dialog.

New Activity

Import a new activity into XBOUND. Opens the Choose Activity Group dialog.

Import

Import a client or import a process into XBOUND.

Export

Export a client or export a process into an XML file. Opens the Select Client dialog or the Choose Client and Process dialog.

Create Documentation

Exports details of your XBOUND system to a Word file. Opens the Documentation Assistant dialog.

Export Diagram to PDF

Saves a copy of the process you are working on to a PDF file.

Save

Save the current process in XBOUND.

Undo All Process Changes

Discard changes applied to the current process.

Copy Processes

Create copies of one or more processes. Opens the Copy Assistant dialog.

Delete Client

Delete a client from XBOUND. Opens the Delete Client dialog.

Collectors

Add a new collector or configure existing collectors.

Initialize Platform

Initialize a fresh XBOUND system with an XML file. Opens the Initialize XBOUND Platform dialog.

Statistic Settings

This functionality was moved to the Data Manager.

Import Project

Import document types, field definitions, and table definitions from an extraction project.

Global Parameter Sets

Create and change global parameter sets.

Manage Process Step Extensions

Add and configure plug-ins that implement custom process step extensions, or delete them. Opens the Process Step Extensions dialog.

Manage Counter

Add, configure, and delete counters. Opens the Manage Counter dialog.

Check Regular Expressions

Opens a test form, where you can check a regular expression.

Manage Web Applications

Opens the Manage Web Applications dialog, where you can add or remove web applications for use with XBOUND.

XBOUND Help

Open XBOUND Help and read about the Process Designer.