Globodox User Interface

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The screenshot below is of the Globodox main window with a DB opened. The Globodox main window is divided into four main parts:

1.Ribbon bar
2.Navigation Pane
3.List View Pane
4.Details View (Display) Pane

 

 

1. Ribbon Bar:

The Globodox user interface is similar to the familiar MS Outlook user interface. The menus and toolbars have been replaced with a single Ribbon bar. The Ribbon bar is divided into tabs (Home and Tools), which group related features together. This makes all important tools and features of Globodox very easily accessible.

The Ribbon bar can be minimized by right-clicking it and selecting the Minimize the Ribbon option. You can also double-click the Ribbon bar tabs to minimize it.

For more information, see Home Tab, Tools Tab.

 

Globodox Button: Use the Globodox button to log-in to and log out of Globodox. You can also use it for opening and closing a Globodox DB.

 

Quick Access toolbar: You can add the frequently used buttons to the Quick Access Toolbar. The Quick Access toolbar is located besides the Globodox button. For e.g. let's say you frequently use the Save, Add and Scan buttons. You can add these buttons to the Quick Access Toolbar to quickly access them. For more information, see Add buttons to Quick Access Toolbar.

 

 

2. Navigation pane:

The Navigation pane appears on the left side of Globodox window. It gives you quick access to all the documents and data in your DB as well as the various settings for your DB. The Navigation pane contains navigation groups (e.g. Workplace, Settings) which in turn contain navigation nodes (e.g. All Documents, Folders). Selecting a navigation node displays the related information in the list view.

 

The Navigation pane can be minimized by clicking the Double Arrow on the top right corner of the Navigation pane.

 

The Navigation pane has the following navigation groups...

 

Workspace: This is your personal workplace. The workspace initially displays all navigation nodes (i.e. Folders, Tags, Document Types etc..) but you can customize the workspace to only display navigation nodes which are of interest to you.

Workspace navigation group contains the following navigation items...

Tasks and Messages: Expand this node to view all your task and messages.
Inbox (Messages): Select this node to view all the messages received by you.
Inbox (Tasks): Select this node to view all the tasks assigned to you.
Sent Messages: Select this node to view all the messages sent by you.
Drafts: Select this node to view all the messages that you have created and saved but not sent.
Completed Tasks: All the tasks that you have completed will be listed here.
All documents: Select this node to view all documents that you are allowed to view.
Folders: Expand this node to view the list of folders and sub folders.
Create New: Click this link to create a new Folder.
Tags: Expand this node to view the list of tags.
Create New: Click this link to create a new tag.
Document Types: Expand this node to view the list of Documents Types.
Stack Types: Expand this node to view different Stack Types.
Saved Searches: Expand this node to view the list of saved searches.
Recent Documents: Select this node to view the list of recently added documents.
Recently Scanned: Select this node to view the list of recently added scanned documents.
Custom Search: Select this node to view the queries created and saved by you.

 

Settings: The Settings group contains navigation nodes which let you access configuration settings for the system and the DB.

Settings contain the following items...

System Settings: This node lists all the system settings options.
Groups: Select this node to view/create/modify groups.
Users: Select this node to view/create/modify users.
Roles: Select this node to view/create/modify roles.
Connected Users: Select this node to view all the users currently logged in to Globodox. You can also disconnect users from here.
Event Log: Select this node to view the System Event Log.
DB List: Select this node to view the list of DB's.
Security Labels: Select this node to create/modify Security Labels.
DB Settings: This node lists all the DB settings options.
Stack Types: Select this node to create/modify Stack Types.
Document Types: Select this node to create/modify Document Types.
File Stores: Select this node to view/modify the Storage Location of the currently opened Globodox DB.
Encryption Settings: Select this node to create and save new encryption settings for the Globodox DB.
Event Log: Select this node to view the DB Event Log.

 

3. List View Pane: This pane lists items related to the navigation item selected in the Navigation pane.

 

 

The order of the columns in the List View pane can be changed by dragging the column header and dropping it to the position you want.
 
To remove a column from the List View pane, right click a column header and deselect the column.
By default, 50 items will be displayed in a single page of the List View pane. To view the items (if any) on the other pages, use the navigation buttons in the bottom right corner of the List View pane
You can click any column header to sort in the ascending or descending order of values in that column.
 
See Also: Customizing the List View pane

 
Search: Use the Quick Search box to find items quickly. If you want to add more criteria to your search, use the Advanced Search by clicking the double arrow.

 

 

 

4. Details View (Display) Pane: This pane displays details about the currently selected document or stack in the List View Pane. By default, only the preview of the document is shown. But other details about the selected document can be viewed by clicking the tabs on the left of this pane.
 

 


 
For more information, see Document Details window, Stack Details Window.

 

Now, that you are familiar with the Globodox user interface you can start using Globodox or you can continue with the tutorial.

 


Page URL: http://www.itaz.com/globodox/help/index.htm?globodox_user_interface.htm