Content Creator System Menus

As a Transaction Creator User, when you log into your account, you will first see the My Workspace screen, which is your home dashboard. On this screen, and from any other screen you access, you have access (depending upon your permissions) to some or all of the choices on two menus in the header portion of the screen.

 

Main Menu

The main menu is located in the bar at the bottom of the system header on each screen. Depending on your system permissions, you may see one or more of the following tabs on your main menu screen:

 

 

• My Workspace - Clicking this menu choice brings you back to the My Workspace screen from wherever you are in the system.
  
  
• Transactions - Clicking this menu choice brings you the Transaction Explorer where you can view transactions in a traditional folder hierarchy.
  
  
• External Clients (the name of this menu option is customized for each user group) - Clicking this menu choice allows you to view the entities or clients for whom transactions are being created.
  
  
• Reporting (if you have the required permissions) - Clicking this menu choice launches AgileReport, Document Agility's reporting suite, in a separate browser tab.
  
  
• Data Utilization (if you have the required permissions) - Clicking this menu choice brings you to the main menu for managing the various data functions within Document Agility.

 TIP - The choices you see on your main menu will depend upon your system permissions.

 

Link Menu

The link menu is located in upper right portion of the system header on each screen. Depending on your system permissions, you may see one or more of the following tabs on your main menu screen:

• My Account - Clicking this link allows you to edit the information in your own user account.
  
  
• Manage Accounts (if you have the required permissions) - Clicking this link allows you to manage the creation, configuration and settings for accounts and (if you have the required permissions) users for your own accounts and any Transaction Viewer accounts associated with your account.
  
  
• Logout - Clicking this link logs you out of the Document Agility system. For audit trail purposes, the Document Agility records all log-ins into the system.
  
  
• Help - Clicking this link allows you to access Document Agility's online help system.