Floating Toolbar
The floating toolbar is a small panel that floats over Docwize and stays with you as you move between apps. Use it for the things you reach for from any screen: chat with Oliver, copy a ready-made snippet for a template, open your buckets, and jump to the folders and buckets you use most. Drag it by its grip (the six dots) to wherever suits you.
The floating toolbarThe toolbar belongs to the Docwize shell, so it floats over every app you open from the app selector. It is not shown on a narrow screen (768 pixels wide or less).
What you can do in the Floating Toolbar
- Open Oliver chat from any screen
- Copy a ready-made snippet for a template with the Template Shortcut Builder
- Open Buckets to collect documents and share them
- Keep shortcuts to the folders and buckets you use most
- See the dataviews, records, interfaces and analytics views you pinned to your homepage
- Move the toolbar, or hide its shortcuts
Toolbar icons
Which icons you see depends on the permissions your administrator has given you in the Admin Console.
| Icon | What it does | Permission it needs |
|---|---|---|
| Grip (six dots) | Drag it to move the toolbar. | None |
| Oliver (speech bubble) | Opens Oliver chat. | Can Chat |
| (curly brackets) | Opens the Template Shortcut Builder, where you copy snippets for your templates. | Workflows - Create Template |
| Bucket Menu (bucket) | Opens Bucket Configuration, where you create, share and open buckets. | Can Buckets |
| Shortcuts (a folder or a bucket) | Open a folder or a bucket you pinned. | None |
| Pins (a dataview, record, interface or analytics view) | Open an item you pinned to your homepage. | None |
| Chevron | Hides the shortcuts, and shows them again. Its tooltip reads Hide shortcuts or Show shortcuts. It appears once you have a shortcut. | None |
Template Shortcut Builder
When you write a template that fills in document details, such as an email or a Word document, you need the Jinja snippet for each detail. Select in the toolbar and the Template Shortcut Builder lists them, so you can copy a snippet instead of typing it.
Document Shortcuts, with the formats of Date| Part | Description |
|---|---|
| Search shortcuts... | Type part of a name or of a snippet to narrow both lists. |
| Document Shortcuts | One row for each document detail: its name on the left and its snippet on the right. Select the snippet to copy it. Date offers Select format: it lists the raw timestamp and four date formats, for example 2024-02-24 and February 24, 2024. Select the snippet of the one you want. |
| Custom Field Shortcuts | One group for each custom field template, with a snippet for each of its fields. A register, which can hold many rows, offers each field twice: (first) for the first row and (loop) to list every row. |
Custom Field ShortcutsSelecting a snippet copies it to your clipboard and shows Copied to clipboard. Paste it into your template. The Jinja template pages show where snippets go.
Shortcuts
A shortcut is an icon in the toolbar that opens something you use often. You can make a shortcut for a folder or for a bucket.
The toolbar with a bucket and a folder shortcut| Shortcut | What happens when you select it |
|---|---|
| A folder | The folder opens in Explorer, in a new browser tab. |
| A bucket | The bucket's contents open in a window over your screen. You can also drag documents onto it to add them to the bucket. |
Right-click a shortcut to remove it or to change its icon. Pinning explains how to make, change and remove shortcuts. Your shortcuts are saved with your Docwize account, so they are the same on any computer you sign in on.
Pins from your homepage
A dataview, a record, an interface or an analytics view you pin to your homepage also appears in the toolbar. Select it to open it. Right-click it and select the cross to unpin it. How to pin a dataview to your homepage shows how to make a pin, and How to pin a view to your homepage does the same for an analytics view.
A pinned dataview in the toolbarMoving and hiding the toolbar
Drag the grip to put the toolbar where it suits you. Drag it to the top of the screen and it lies down into a row. At the left edge it stands up in a column. Docwize remembers where you left it, in the browser you moved it in. The chevron hides the shortcuts when you need the room, and shows them again.
The toolbar moved to the top of the screenHow to copy a snippet
| Step | Description |
|---|---|
| 1 | Select in the toolbar. The Template Shortcut Builder opens. |
| 2 | Find the snippet. Type in Search shortcuts..., or scroll Document Shortcuts and Custom Field Shortcuts. For a date, select Select format beside Date and choose a format. |
| 3 | Select the snippet. It is copied and Copied to clipboard appears. |
| 4 | Paste the snippet into your template. |
Example: Copying a snippet from the Template Shortcut Builder
How to move the toolbar and hide its shortcuts
| Step | Description |
|---|---|
| 1 | Press and hold the grip (six dots) and drag the toolbar to where you want it. Let go. The toolbar stays there the next time you open Docwize in this browser. |
| 2 | To make room, select the chevron at the end of the toolbar. The shortcuts are hidden. |
| 3 | Select the chevron again to show them. |
Example: Pinning a folder, changing its icon, moving the toolbar and hiding the shortcuts
Related pages
- Buckets
- Pinning Feature
- Permissions — the toolbar's icons follow Can Chat, Workflows - Create Template and Can Buckets