Understanding the UI

The Enterprise Archive User Interface(UI) is divided into three main sections:
images/download/attachments/150428052/content_panel_AGGrid.png 1. Left Panel

The Left Menu in Enterprise Archive allows users to view and enable certain user settings as well as access useful resources. The various menu options on the Left Panel are as follows:

images/download/attachments/150428052/Left_panel.png

Note

When you hover your mouse cursor over the menu items, a tooltip will appear, displaying the name of the respective menu item.

Application Specific Menu

This section provides application-specific menu and configurations of individual applications. For example, if the user selects the Case Management App, the following options are displayed:

  • My Cases

  • Configure

App Switcher

The App Switcher menu provides a list of all available applications within Enterprise Archive. It allows users to switch between different applications in Enterprise Archive.

images/download/attachments/150428052/EA_Application_Menu.png

Settings

Clicking on Settings displays the following options:

  • Account Settings - Select this option to modify account information and set a desired time zone as shown in the following image.

    images/download/attachments/150428052/account_Settings.png


Important

The user preference for date and time format is with respect to the UI date and time fields only. However, the time zone that is selected will be considered during Exports.

images/download/attachments/150428052/time_zone_setting.jpg


  • User Preferences - Select this option to view the list of available keyboard shortcuts to use the application as shown in the following image. The user can choose to enable/disable keyboard shortcuts for the application from this menu.

    images/download/attachments/150428052/User_Preferences.png
  • About: Click the About icon to view the version details and Enterprise Archive patent information as shown in the following image.

    images/download/attachments/150428052/About_New_Patent.png

Help (?)

Click the help link to access the various help resources including interactive walkthroughs, online help and other useful links.

images/download/attachments/150428052/help_new_ea.png

Sign Out

Select this option to sign out of the application, The user will be prompted with a confirmation message with a 5-second time-lapse.2. Top Header

The top header displays the selected application and the page within that application. It provides the user with information about their current location within the application's hierarchy or navigation structure, allowing users to quickly identify which application they are using or currently viewing.
For example, when a user selects the Tag Groups option from the Case Management >Configure menu to create a new tag group, the header is modified as follows:
images/download/attachments/150428052/sample_header.png

3. Content Panel

The Content Panel is the central area of the UI where the main content or primary functionality is displayed. This panel is responsible for presenting search results, selected application information, or any other relevant content that the user interacts with. It acts as the primary workspace for the user. The data table in the product's user interface presents search results with intuitive features that enhance your data interaction experience. Within the UI's content panel, you will find the data table that includes various capabilities, such as:

Note

The functionality of these features is specific to each table.

Search columns

This feature allows you to quickly locate specific data within the table by entering search terms. It simplifies the process of finding relevant information, especially in large datasets, making it more efficient for users.

images/download/attachments/150428052/image2023-10-4_10-12-6.png

Sort columns

You can arrange the data in columns either in ascending or descending order. Sorting helps organize the information, making it easier to identify patterns or trends within the data.

images/download/attachments/150428052/Sorting.gif

Resize columns

This functionality enables you to customize the width of individual columns according to your preference . You can expand or shrink columns to accommodate the content within them, to improve readability.

images/download/attachments/150428052/resizeColumn.gif

Pin columns

You have the option to "pin" important columns to the left or right side of the table. Pinned columns stay visible as you scroll horizontally, ensuring that important information remains easily accessible.

images/download/attachments/150428052/PinOption.gif

Column filter

This feature allows you to tailor the table's columns to your specific needs. You can choose which columns you want to see and hide those that are less relevant, providing a personalized and clutter-free user experience. By using column filters, you can refine your data based on specific criteria or conditions.

images/download/attachments/150428052/image2023-10-4_11-42-41.png