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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.
3. Collections
The collections drop-down menu allows you to navigate from one collection to another.
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.
- 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
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.
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.
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".
8.4 Shares
This tab displays the folders and documents that you have shared and that they have been shared with you.