Navigation Menus

Contents

There are two navigation menus.

Main Navigation Menu
Situated on the left-hand side and provides access to most features.
User Menu
Situated on the top right and provides access to your personal profile, notes and other features depending on the main navigation selection.

	Search Find documents with search filter options. Tag Search Global Search
	My Tasks See a summary of all of your tasks.
	My Intrays Add documents to your Intray and index to DocMX.
	Create Use forms and templates to create documents that index directly into DocMX. Forms Document templates
	Control Centres See overviews of entities, departments and daily/nightly reports.
	Reports See customised reports.
	Entity Choose the entity for multi-entity environments.
	Search Document ID Find a specific document using the ID.
	Log off Always log off the system after use, for security purposes.

The menu can be expanded and collapsed using the arrows.

These options are always in view.

User Details
Change personal settings (e.g. email, password).

Notifications
See system notifications and messages.

My Notes
See actionable messages sent to/received from other users.

These options appear when a main navigation menu option is selected.

	Search – Action Button This button is used after selecting one or more documents in the search results. Change the action from the dropdown list and click the button with the action text.
	My Tasks – Refresh Refresh to see your tasks updated.
	My Tasks – All-seeing-eye This feature is available in a multi-entity environment allowing users to all tasks in all entities. Clicking on it switches the all tasks view on (colour) and off (grey).
	My Intrays – Intray Selector This is available for users who have access to more than one Intray.
	Create – Filter Use the filter to reduce the number of displayed forms and templates.