Navigation & Layout
Understanding the DocView Web interface helps you work faster and find features quickly. This page describes every region of the screen and how to navigate between modules.
Top Navigation Bar
The horizontal bar at the top of every page contains:
- Application logo – Click it to return to the main DocType page from any page.
- Hamburger menu (☰) – Toggles the left sidebar open or closed. On narrow screens the sidebar collapses automatically.
- Document tree toggle – Opens or closes the document-type tree panel on the left side of the content area. The tree displays your document-type hierarchy (powered by jsTree) and lets you browse documents by type.
- Search access – Use the Search module and document search/filter dialogs to find documents by name, metadata, and OCR-extracted text.
- Language settings – Open User Profile to update your preferred interface language.
- Theme settings – Open User Profile to switch between Dark, Blue, and Light themes.
- Notifications menu – Shows pending workflow tasks, approval requests, and system alerts.
- User profile menu – Click your name or avatar to access your profile, change your password, view login activity, or sign out.
Left Sidebar
The collapsible sidebar on the left provides one-click access to every module. The menu items you see depend on your role and the features your administrator has enabled:
| Menu Item | Description |
|---|---|
| Dashboard | Summary cards and charts showing document processing statistics, pending tasks, and recent activity. |
| Document Type | Browse the document-type hierarchy and view document lists filtered by type. |
| Manage Users | Create, edit, and deactivate user accounts (admin only). |
| Upload | Upload new documents via drag-and-drop or file browser. |
| Reports | View and run pre-configured reports with charts and data tables. |
| Supplier | Manage the supplier/vendor database. |
| Purchase Order | Create and manage purchase orders with line items. |
| Doc Type Setup | Configure document types, custom fields, and validation rules (admin only). |
| Expenses | Submit, approve, and track expense claims. |
| Tasks | View and manage workflow tasks assigned to you. |
| Workflow | Access workflow tasks and the workflow setup/designer (admin only). |
| Utility | Access system utilities and maintenance tools (admin only). |
Document Tree Panel
Click the tree-toggle button in the top bar to open a resizable panel on the left. This panel displays your document types as a hierarchical tree. Click any node to filter the document list in the main content area. The tree supports drag-and-drop reordering (admin only) and right-click context menus for adding or renaming types.
Main Content Area
The central region of the screen shows the content of whichever module you have selected. It adapts responsively – on wide screens the document tree and main content sit side by side; on narrow screens the tree panel overlays the content and can be dismissed.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| Ctrl + K | Open the documentation search dialog (in this user guide). |
| Esc | Close any open modal dialog. |
TIP
You can customise the sidebar width by dragging its right edge when the document tree panel is open.