The Interface
- 29 Jan 2025
- 2 Minutes to read
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The Interface
- Updated on 29 Jan 2025
- 2 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
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The Interface
The interface provides access to Constellio functions. It includes the logo, navigation menu, user profile, search bar, collections, notification centre, selection cart and drop-down menu. These sections are accessible in all screens of the system.
1. The logo
The "Constellio" logo is a button that takes the user back to the home.
It is possible to modify its URL link via: Pilot -> Configuration -> Others -> Modify the "Logo link target" -> Save.
It is also possible to modify the logo via: Control -> Configuration -> Others -> Logo (requires reconnection) -> Save.
2. The Search bar
The search bar allows you to perform a simple search and an advanced search. 
Research
3. Collections
The collections drop-down menu allows you to navigate from one collection to another. 
Collections
For more information on collections, see section Collections of the guide.
4. The Clipboard
The clipboard allows you to do batch actions on folders and documents.
It is possible to select folders, documents and borrowed documents. .png?sv=2022-11-02&spr=https&st=2025-02-28T01%3A39%3A04Z&se=2025-02-28T01%3A49%3A04Z&sr=c&sp=r&sig=pNmtYTYtevScAVB1SYEzVgCkepMet%2FjF3ANYecwtQdQ%3D)
Clipboard
- The proposed actions will be different depending on the selected records.
- If the selected documents and folders offer different actions, no action may appear.
- Documents selected in the Office can only be "File".
5. Notifications
The bell notifies when messages are communicated. 
6. The drop-down menu
The drop-down menu allows the following options:
- Add a folder
- Create a document (Requires Constellio Agent installation)
- Add a document
- Add a container
- Add a task
The options are modulated according to your role and your accesses.
7. The navigation menu
The navigation menu provides access to the different Constellio modules. It includes reception, personal space, tasks, favourites, downgrading, auditing, piloting, the recycle bin and the system. For more details on the modules of this menu, you can refer to the article: The navigation menu.
Depending on the roles and modules attached to Constellio, the visible sections may vary.
8. Home
This section displays your virtual spaces and several tabs. The elements displayed in its tabs are modulated according to your accesses.
8.1 Virtual spaces
This tab includes the trees of the classification plan, administrative units, and other spaces such as locations and thematic portals.
*Click on the arrows to deploy the sections. Folders and documents can be accessed through these sections.
Virtual spaces
Tree items appear only if they contain at least one folder that you have access to.
For more information on virtual spaces, see the overview of essential and optional structures section of the guide.
8.2 Recent folders and documents
These tabs list the last two hundred folders and documents that you have recently viewed or edited.
8.3 Borrowed documents
This tab lists the documents you have borrowed. These are often documents that you want to make a change to via the Constellio Agent. These documents are also available via the Constellio Agent "Checked out documents".
Managing Loans
It is possible for the Constellio administrator to manage all the loans made in the system. For more information, see article Loan management of the guide.
8.4 Shares
This tab displays the folders and documents that you have shared and that they have been shared with you. 
Manage shares
It is possible for the Constellio administrator to manage all the shares made in the system. For more information, see article Manage shares of the guide.
9. Guide
In each page, you will find at the bottom left a clickable link called "Guide." It will refer you to the Constellio documentation where you will find more details about the functionality you are at.
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