Section structure: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
(5 intermediate revisions by one other user not shown) | |||
Line 1: | Line 1: | ||
The Documents section contains two related/linked panels: the filter panel (on the left) and the document navigation panel (on the right): | {{#seo: | ||
|title=Section structure | |||
|titlemode=append | |||
|keywords=olanfix, documents, files, documents structure section, structure section | |||
|description=Structure section | |||
}} | |||
The [[Documents]] section contains two related/linked panels: the filter panel (on the left) and the document navigation panel (on the right): | |||
https://s.pfx.so/pf/nG/6tfrZf.gif | |||
==The filter panel== | ==The filter panel== | ||
*The filter panel contains the following sections: | *The filter panel contains the following sections: | ||
Line 13: | Line 16: | ||
*Contact documents | *Contact documents | ||
*Favorites | *Favorites | ||
*Document templates | *[[Document templates]] | ||
*Report export templates | *[[Report export templates]] | ||
*Recycle bin | *Recycle bin | ||
==Document navigation panel== | ==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: | 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: | ||
https://s.pfx.so/pf/JV/JGmlo9.png | |||
In this section, if you add a checkbox next to multiple documents, you can view the bulk changes menu for them: | In this section, if you add a checkbox next to multiple documents, you can view the bulk changes menu for them: | ||
https://s.pfx.so/pf/1s/P3xecu.png | |||
Latest revision as of 12:42, 24 October 2024
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
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: