When the Web Client is launched, the Document Retrieval layout is typically displayed in the Navigation panel by default. Depending on your system's configuration, a different layout may be displayed upon launch.
Options that are displayed in the Navigation Panel are selected using the Main Menu button. The Main Menu button allows you to rapidly switch from one task to another. The default position of the Main Menu button is on the left side of the screen.
When the Main Menu button is selected, the menu is displayed, listing the options available in the Web Client. You can close the Main Menu by either clicking the X on the Main Menu button or clicking anywhere outside of the menu.
Depending on your access privileges and product rights, you may have other options than those listed in the following illustration.
When you select an option from the Main Menu, the heading and content of the Navigation panel changes to reflect your selection.
The following table lists options that are included in the Main Menu. You may have additional options if your OnBase solution includes those modules. See your system administrator or first line of support for more information on additional modules.
|
Option |
Description |
|---|---|
|
Document |
Retrieve documents, perform Custom Queries, create new forms, import and index documents, view documents that have been checked out, and view items in the briefcase. (Briefcase is available only if EDM Briefcase has been implemented.) |
|
Folders |
Open folders and view any documents within folders. |
|
User |
View the user's mailbox, envelopes, any locked objects, and the import history for the user. |
|
Admin |
Perform administrative duties on users, web diagnostics, and logging profiles. This is available only if you are an administrator of the Web Client. |