After logging into the Web Client, you can quickly and easily navigate to your documents and data through the feature sets and functions on the Home page and perform your tasks from the sidebar.
Select |
To see |
What it does |
---|---|---|
Actions menu |
Performs common operations on one or more selected objects as indicated. Select Open in new tab against an action to display the results in a new browser tab. Keep in mind that logging out in one tab automatically logs you out in all other open tabs. You will lose any unsaved changes. |
|
Pins |
Provides quick access to items that you have saved, or pinned as indicated. |
|
Notifications |
Alerts you when a change has been made to an object that you have registered interest in. |
|
Feature sets |
Each contains a configured set of functions that you can use to quickly access data or run reports and commands. You can also open a feature set and access the functions from the sidebar. |
|
To Do List |
Lists all your tasks. |
|
Advanced Search |
Performs a complex search using specific search criteria that includes classifications, their properties, and parameters. You can save a complex advanced search query, as well as rename an existing query or save an edited query with a new name. |
|
Search Bar |
Searches for objects in the system based on object types, parameters, or wildcards that you type in the Search Bar. |
|
Settings |
Shows the controls you can use to:
|