User Interface
An introduction to our Documents Module Interface
Top Menu Bar
Module Selection – access to other platform module available to you. (00:05)
Project task view – where you can view all project documents available to you. (00:11)
Your task view – which displays the documents to which you have been assigned a task. (00:18)
Filters – filters allow you to filter for documents that match specific criteria. (00:24)
Search bar – for searching document within the document’s module. (00:33)
Notifications – where your task notifications can be viewed. (00:38)
Module Options – showing your available options. (00:43)
Settings – showing your available settings. (00:48)
Review Stage Filter
The review stage filter provides a quick way of filtering the documents table to a specific review stage. (00:54)
And also to filter directly to your outstanding tasks within a specific review stage.
Documents Table
The documents table lists the documents available to you.
Bulk Actions (01:26) - The table has associated functionality through row selection.
Table Configuration (01:31) - You can access table sizing options and the column selection filter from any of the column header menu, and each column is adjustable.
Table rows can be expanded to display additional information for a document.
Document and Workflow Actions (02:00) - On the right-hand side there is your link to open a document for Review, Response or just viewing and your available actions menu for each document.
Updated 1 day ago