Section structure
From Planfix
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:
