What is the general layout of your portal?

Modified on: Wed, 6 Jan, 2021 at 5:03 AM


Users will found this general layout. Depending on their user type some options on the menu will change:

Vault

Trusted Advisor


1. Main Menu

Depending on the user role and the type of portal they are accessing the options in the menu will change.

Info! You can use the hamburger icon to hide or unhide the menu to provide you with more space to view your documents or the center area.

Vault

Vault owners / Managers users will see:   

  1. Company tab
  2. All Documents
  3. Unfiled
  4. Shared
  5. Deleted
  6. Reminders
  7. Contacts
  8. Checklist 
 Checklist tab.  If your vault was provided by a company, they could assign a checklist to your vault to gather some documents. This tab will only be displayed if they activated. If an item was assigned to a Trusted Advisor (TA) then they will see the Checklist tab.
Info! Trusted Advisors will see the tabs according to their permission.

Trusted Advisor

  1. Client List

2. Center area

Vault

Depending on the tab you select in the main menu different fields and tables will be displayed. In this section, the folder and documents will be displayed.

Trusted Advisor

A list of the vault you have access to as a Manager or Trusted Advisor.


3. Top ribbon

Vault

You will find here icons that will allow you to perform or access different areas of the vault: search bar, toggles between open documents, view in-app notifications and the menu settings.

Trusted Advisor

You will find your name and your role. When users click there they can go to their Account Settings, Log out or switch between accounts and other vaults.



4. Sub-menu

Vault

The sub-menu will add more functions when you go inside a sub-category.

 


Trusted Advisor

The Actions button will allow you to access a vault and see the detail page of your contact.

 


5. Help & Support

It will be the same for all users


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