SPF DMS
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How to Navigate SPF Web Client

 
Main Interface
Click
 
To see
 
What it does
Home page
Take you to the SPF home page.
 
Previous page
Takes you back to the previous page.  This button behaves exactly the same as your internet browser's 'back' button.
Actions menu
Performs common operations on one or more selected objects.
Pinboard
Provides quick access to items that pinned or new items you have created during your session. 
Notifications
Displays a list of notifications that you have received.
 
 
Feature sets
 
Contains a configured set of functions that you can use to quickly access same options as the Home page.
 
To Do List
 
Displays a list of all your tasks.
Refer to To Do List for further details.
 
Advanced search
Allows the user to create a detailed search using specific search criteria that includes classifications their properties, and parameters.
Refer to Advanced Search for further details.
 
 
Settings
 
Allows you to set your configuration and role.
Displays system settings that you can use to customize your user experience.
 
 
Search
 
Searches for objects in the system based on object type, parameters, or wildcards you type in the Search Bar.
Refer to Search for Documents for further details.
Action Menu
Click
To...
What it does
Add to Pinboard
Adds the selected object to your pin board. 
This button is visible in the Actions menu for the selected object.
 
View File(s)
 
Opens  the associated file in the SPF View and Markup tool. 
If more than one file is attached to a document, you can select what file to view from a list of attached files.
If both native and PDF files are attached, always choose the PDF file.
View Native File(s)
Opens a file in its native application (e.g. Word, Excel, PDF Viewer, etc.).
View Information Map
Displays an information map for the selected object.  This map displays the important relationships between the selected object and other objects. 
See URL address
Displays the URL address for the object (document).
Copy and past the displayed URL into an e-mail or document to provide a link to others.
Open in new tab
Open a new tab and display the information in the new tab
 
Info Map
Click
To...
What it does
Show details
Displays the details of the associated object. This icon is available on the information map of an object.
Close details
Closes the displayed details of an object.
Search Results
Click
To...
What it does
See column setting
Displays the column settings dropdown list (Sort Ascending, Sort Descending, Columns, Filter).
Filter results
 
Opens the filter option. 
Accessible from the Search bar, or from the Column Settings dropdown list.