Home

Once logged in, the user will be presented with the “Home Page”. From this page, the user will see a list of all of the documents that they have worked on recently. In the middle of the page, there is a list of projects that the user has access too.

From the Home Page, one can click on any of the links in the navigation bar. To access Projects and the associated resources, click on the Projects button.

To get information about Users that you are working with, such as email or phone number, you can click on the Users button. The Users section of the application is also where and administrator can create and manage Users, more on this below.

You can also use the search box in the top navigation bar to search for documents based on the document name, the author, tags, and the description text of the document. Using the search box at this level will search over all of the documents that you have permissions to view.

In addition to the search box, there is also the “Add Resources” button in the top right corner (the + button). If you click this button then you can add Organizations and Projects if you have the correct permissions.

Breadcrumbs & Resource Menu

When the user has navigated to a particular resource, they will be presented with both a breadcrumb, as well as, a menu at the top of the page. To illustrate, here is what a documents breadcrumb and top menu might look like for a manager.

The breadcrumb shows the containing resources, in this example, the Project and the Organization. These are links that the user can use to navigate to a higher resource quickly, if needed. The top menu shows all of the operations that are available for the resource and current user.