Opens the default windows views

Select your saved view to load

Open the list of views you have saved

Select which one you want to load from the list

Select saved shared views to load

Open the list of views that are shared to everyone

Select which one you want to load from the list

Opens view management window

Here you can rename, delete, add and share views

Save the current view

Save the current window layout into a view

Document window

Open the document view window

Opens the Folder Tree, which is a list of folders where documents are added 

Opens virtual properties Folder Tree, which is a tree view of properties that filter the document view

Note: You can drag documents from Windows onto a virtual properties folder tree to automatically populate the properties. Also can select a folder to populate properties in add documents.

Preview window

Opens the document preview window

Opens the user-defined properties window

This includes user-defined properties. Which are custom created to suit your business

Opens the Workflow Properties window

This includes Workflow Properties, which are built in properties for document control (assigned to, status etc.)

Opens the document properties window

This includes standard Info-Organiser properties

Opens the Toolbar and allows you to move it to your desired position

Note: you can right click any menu item and add it to the toolbar for quick access.

Connect and switch between multiple Info-Organiser databases

Select your document and show any notes on the document

Opens the property details for a property

These show detailed property information on a property, like an address for a customer

This is configured in admin properties