Section structure

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The Documents section contains two related/linked panels: the filter panel (on the left) and the document navigation panel (on the right):  



The filter panel

  • The filter panel contains the following sections:
  • Using cloud storage
  • Documents in projects
  • Documents without a project
  • Documents from directories
  • Contact documents
  • Favorites
  • Document templates
  • Report export templates
  • Recycle bin


Document navigation panel

The document navigation panel displays information about the section selected in the filter pane. This is generally a list of folders and files, with additional information:


In this section, if you add a checkbox next to multiple documents, you can view the bulk changes menu for them:  


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