Getting Around Docwize

The sidebar on the left of the screen is how you move around Docwize. It stays in place on every page, so whichever module you are working in, you can jump to another one, open help, reach your settings, or come back to the homepage in one click.

What you can do from the sidebar

• Open any module you have access to, or return Home
• Jump straight to a section of Explorer, such as Folders or Tags
• Switch to another organisation you belong to
• Open help: tours, guides and this documentation
• Open tools such as PDF Fusion Studio
• See your notifications and your connection status
• Open your Settings, or log out

The sidebar

By default the sidebar is narrow and shows icons only. Select the toggle on its right-hand edge to expand it, so that each icon is shown with its name. Select the toggle again to collapse it.

The expanded sidebar

Item	Description
Organisation name	The organisation you are working in. Select it to see the other organisations you belong to (see below).
Home	Returns you to the homepage.
Modules	One entry for each module you have access to, such as Inbox, Search, Explorer and New. A number on an entry shows how many items are waiting for you there.
Help	Opens tours and guides, and this documentation.
Tools	Opens utilities such as PDF Fusion Studio.
Notifications	Opens your notifications and shows how many are unread.
Connection status	Shows whether your browser is connected to Docwize. It reads Online when everything is working, and briefly Connecting while the connection is re-established.
Account	Shows the email address you are signed in with. Select it to open your Settings or to log out.

Note that the sidebar shows Inbox and Workflows as a single entry. Which one it opens depends on the Use Inbox V2 option in your Settings.

Going straight to a section of Explorer

When the sidebar is expanded, hovering over Explorer shows a list of its sections. Select one to open Explorer at that section, rather than opening Explorer and then choosing the section. The sections listed depend on your permissions.

Explorer sections

Switching organisation

If you belong to more than one organisation, you can move between them without signing out. Switch when you need to work with another organisation's documents.

Select the organisation name at the top of the expanded sidebar. The list shows every organisation you belong to, with the one you are working in highlighted. Select another organisation to switch to it, and Docwize reloads in that organisation.

Switching organisation

Help

Help gathers the ways to learn Docwize in one place. Documentation opens this site. Tours and Guides lists the interactive tours that have been shared with you; if there are none, the list says so. If you are allowed to create tours for your colleagues, Create Tour and Manage All Tours also appear here.

Help menu

Tools

Tools holds utilities that are not part of a module. Select PDF Fusion Studio to combine and assemble PDFs; see PDF Fusion Studio.

Tools menu

Your account

Select your email address at the bottom of the expanded sidebar to open the account menu. Settings opens your personal Settings, such as the language Docwize is shown in, and Logout signs you out.

Account menu

How to open a module and return to the homepage

Step	Description
1	On the homepage, select the module's tile, or select the module in the sidebar.
2	Work in the module. The sidebar stays on the left.
3	To move to another module, select it in the sidebar.
4	Select Home in the sidebar to return to the homepage.

Example: Opening Explorer and Search, then returning to the homepage