Section structure: Difference between revisions
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*Contact documents | *Contact documents | ||
*Favorites | *Favorites | ||
*Document templates | *[[Document templates]] | ||
*Report export templates | *[[Report export templates]] | ||
*Recycle bin | *Recycle bin | ||
Revision as of 19:47, 3 May 2021
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:
<screenshot>
In this section, if you add a checkbox next to multiple documents, you can view the bulk changes menu for them:
<screenshot>