Basic structure and navigation
A page in the WorkplaceClient consists of the following components:
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a static functional bar on top displaying the current view’s title with buttons (see Interactive and information elements in the upper functional bar)
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a context dependent workspace, which either shows the search or the document view (see Basic page structure)
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the expandable main navigation menu in the left area with access to functions and views (see Functions and access to views in the navigation menu)
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the left slide panel with search and filter options
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the right slide panel for document preview or details display
The following interactive and information elements are available in the upper static functional bar:
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Functionality |
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Hide / display the navigation menu (with entries according to Functions and access to views in the navigation menu) |
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The title of the currently opened view, e.g. “Activities”, “Search” etc. is displayed as a navigation hint. |
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The information menu provides the following details:
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Access to user profile settings (see Editing user information for more details) and temporary language settings (see Change language for more details) |
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Log off the system If configured by the system administrator, the confirmation window is displayed before the logout. |
To hide the navigation menu, click the symbol in the left upper corner of the WorkplaceClient window. To show the menu, click the symbol .
Within the navigation menu the user has access to the following functions. Depending on permissions and the system setup, some of the entries can be missing in your environment:
Icon |
Functionality |
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The Workspace section with the functions which are likely to be used most often in the WorkplaceClient: Search, Documents and Activities |
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The Search view for searching documents (chapter Document search) and composing a hit list of search result (chapter Hit list) |
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The Recent Searches view for displaying and executing the last search queries (chapter Recent searches). |
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The Document view providing the possibilities of viewing documents (chapter Document details view) as well as modifying and archiving documents (chapter Creating and modifying documents) |
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The Recent Documents view for viewing history of the last opened documents (chapter Recently opened documents). |
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The Bookmarks view for handling documents bookmark (chapter Document bookmarks) and search bookmarks (chapter Search bookmarks ). |
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The My Tasks view for displaying and handling all documents that user has to work with at a certain stage of the document's lifecycle (chapter Handling workflow tasks (ImageMaster BPM)) |
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The Activities view for displaying currently running export and mailbox synchronization activities (chapter Activities) |
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The Reports view for accessing all system reports on users or system data you have permissions for (chapter Reports) |
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ImageMaster logo with version and copyright notice |
Advanced Functionality - see the AdminClient user manual for details [UM AdminClient] |
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The Maintenance view with features which require specific permissions designed for power users |
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The Dashboard view with visual access to some basic monitoring and reporting functions |
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The Administration view for system configuration (only available with sufficient permissions) |