The Interface
- 06 Nov 2023
- 8 Minutes to read
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The Interface
- Updated on 06 Nov 2023
- 8 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 center, 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 navigation menu
The navigation menu provides access to the different Constellio modules. It includes reception, personal space, tasks, favorites, downgrading, auditing, piloting, the recycle bin and the system.
Depending on the roles and modules attached to Constellio, the visible sections may vary.
3. Home
This section displays your virtual spaces and several tabs. The elements displayed in its tabs are modulated according to your accesses.
3.1 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.
3.2 Recent folders and documents
These tabs list the last two hundred folders and documents that you have recently viewed or edited.
3.3 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.
3.4 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.
4. Personal space
This section displays your personal space which is unique to each user. The personal space is modulated according to your role and your access.
Personal space
For more information on personal space, see the batch processing section, temporary records and User Documents of the guide.
5. Tasks
This section displays the tasks assigned to you.
Notification system
A notification system allows you to be notified when tasks are assigned to you. A blue square appears with the number of unread tasks and an email is sent to the user. To enable the email notification system, set up the email server.
Tasks
For more information on tasks, see the task management section of the guide.
6. Favorites
This section displays your favorite groups and favorite groups that have been shared with you.
Sideburns
For more information about favorite groups, see the guide favorites management.
7. Record management
Use this section to generate downgrade lists, create containers, and produce reports.
Only administrators and document managers can see this section.
Decommissioning
For more information on decommissioning, see section Disposal of the guide.
8. Audit
This section allows you to consult the complete history of all the actions taken in Constellio.
Only administrators and document managers can see this section.
Audit
For more information on audits, see section Audit management of the guide.
9. Administration
This section allows the management and control of the filing space, the creation of tools related to document management as well as the configuration of system options.
Only administrators and document managers can see this section.
10. Recycle bin (trash)
Use this section to manage the restoration and permanent deletion of records.
Only administrators and document managers can see this section.
Basket
For more information about the Recycle Bin, see section Recycle Bin of the guide.
11. System
This section shows the status of the system. Icons are used to differentiate between states.
States in need of intervention
A significant error has occurred, the server configurations are inadequate, or reindexing is required. The server is in a state of emergency and an intervention must be made quickly.
States in need of investigation
The server configurations are inadequate or the license is invalid/not installed. An investigation of the problems should be done, but the server is not in a state of emergency.
States meeting expectations
The server is well configured.
Only administrators and document managers can see this section.
States in need of intervention
In case of a significant error or for any questions, please contact the Constellio support team.
12. Powered by Constellio
This URL link links to the Constellio website in addition to indicating the version of the system you currently own.
13. User profile
Use this section to manage your user profile.
Profile
For more information about the profile, see section User Profile Management of the guide.
14. The Search bar
The search bar allows you to perform a simple search and an advanced search. 
Research
15. 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.
16. 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=2024-11-21T08%3A51%3A56Z&se=2024-11-21T09%3A01%3A56Z&sr=c&sp=r&sig=KKoFn3nazcLu1%2BEqKwoV4hRw0DDBbvySAd%2BdulmyJDY%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".
17. Notifications
The bell notifies when messages are communicated. 
18. 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.
19. Configurations
In this section, you will find all the system configurations that impact the Constellio interface. To learn more about the configurations, see the article "System configurations".
| Other tab | |||
|---|---|---|---|
| Configuration | Description | Possible values | Impacts |
| Authentification page image | This configuration allows you to add a custom image on the authentication page (login) of the Constellio environment. *Important : You must take into consideration that the added image is not automatically resized by Constellio. | An image file (.jpeg, .png, .gif) | L'image de la page d'authentification est modifiée.The image of the authentication page is modified. |
| Number of loaded items in autocomplete fields (maximum 100, may decrease performance) | This setting allows you to define the maximum number of suggestions that will be displayed below an input field. *This setting only applies to metadata fields with the "Autocomplete" option enabled. | Number of items | The number of items displayed is limited according to this number. |
| Start tab | This configuration allows you to define the tab that is displayed by default on the Constellio homepage. Each user can configure the tab they want in "Edit my profile". | Taxonomies | Virtual spaces |
| lastViewedFolders | Recent files | ||
| lastViewedDocuments | Latest documents | ||
| checkedOutDocuments | Checked-out documents | ||
| Default tab in folder display | This configuration allows you to define the tab that is displayed by default when consulting a file. Each user can configure the tab they want in "Edit my profile". | C | Content |
| M | Metadata | ||
| Default display mode | Cette configuration permet de sélectionner le mode d'affichage par défaut des données groupées dans les vues.This configuration allows you to select the default display mode of the grouped data in the views. | List view | The grouped data will be displayed as a list. |
| Panel view | The grouped data will be displayed in a table format. | ||
| Default taxonomy | This configuration allows you to define the default taxonomy that is displayed in the "Virtual spaces" section | admUnits | Administrative units |
| Plan | Classification plan | ||
| Network shares | |||
| Number of loaded items in trees (maximum of 100, may decrease performance) | This configuration allows you to limit the number of records visible by default in the home screen. | Number of items | The indicated value limits the number of items that appear in the trees. |
| Logo (nécessite une reconnexion)Logo (requires reconnection) | This configuration allows you to modify the logo in the upper left corner of the Constellio interface. *Important: the suggested size for the image is 406 pixels by 60 pixels (banner format). | An image file (.jpeg, .png, .gif) | The logo displayed will be the one you have inserted in this field. |
| Logo link | This configuration allows you to define a URL to redirect the user to another web page when the user clicks on the image of the authentication page. | URL link | The logo on the top left will take you to the link in this field. |
| Show message to every users (PDF) | The message is displayed when the user connects to Constellio. | File | The dropped file will be displayed when a user logs into Constellio. |
| Allocated space for user documents in MB (-1 means no limit) | This configuration allows you to limit the number of records placed in the Constellio desktop, depending on the weight of the documents. | Number of MB | The number indicated limits the number of documents (in MB) in the office. |
| Taxonomy order, separated by commas | This configuration allows you to define the order of the tabs displayed by default on the Constellio home page. Each user can configure the order of the tabs in "Edit my profile". | admUnits | Administrative units |
| plan | Classification plan | ||
| containers | Locations | ||
| smbFolders | Network shares | ||
| sharepointFolders | Sharepoint site | ||
| Trees tab | |||
|---|---|---|---|
| Configuration | Description | Possible values | Impacts |
| Display boxes | This configuration allows you to display the containers and taxonomies of the home screen (virtual spaces). | Activated | The containers will be displayed in the trees (classification plan, administrative units) of the virtual spaces. |
| Deactivated | The containers will not be displayed in the trees (classification plan, administrative units) of the virtual spaces. | ||
| Display deposited records | This configuration allows you to display the folders in the home screen (virtual spaces). | Activated | The uploaded files will be displayed in the trees (classification plan, administrative units) of the virtual spaces. |
| Deactivated | The uploaded files will not be displayed in the trees (classification plan, administrative units) of the virtual spaces. | ||
| Display destroyed records | This configuration allows to display the destroyed folders in the home screen (virtual spaces). | Activated | The destroyed folders will be displayed in the trees (classification plan, administrative units) of the virtual spaces. |
| Deactivated | The destroyed folders will not be displayed in the trees (classification plan, administrative units) of the virtual spaces). | ||
| Display semiactive records | This configuration allows you to display the semi-active folders in the home screen (virtual spaces). | Activated | The semi-active folders will be displayed in the trees (classification plan, administrative units) of the virtual spaces. |
| Deactivated | The semi-active folders will not be displayed in the trees (classification plan, administrative units) of the virtual spaces. | ||
| Only display the opening triangle when the folder has a content (major decease in the display speed of the trees) | This configuration allows the opening triangle to be displayed when the folder has content. However, there is a major decrease in the speed of tree display in this case. | Activated | Shows the opening triangle only when there is content. |
| Deactivated | Does not display the opening triangle when there is no content. | ||
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