Navigation and Menus

Online Help: Section - Key Concepts and features. Topic - Menus and Navigation

Objective: Learn how to navigate ModalConnect and menus
Learning Outcome: Demonstrate how to open ModalConnect and Describe how to navigate menus in ModalConnect

Login to ModalConnect at – app.modalconnect.com or via the App link provided by your Organisation or trainer.
Once logged in successfully, note the search bar on the left of the top bar and on the right, menu buttons for Notifications, Settings (for Administrators), the Help Centre and the User’s menu. The main Workspace menu runs vertically on the left side.
Open the Help Centre which opens in a new tab.
From the opened Help page select 'Education Video Library' from the left menu, note the video series topics available and then select the Navigation and Menus topic to open. Play the video and note how to expand the video to view at full screen.
Next from the Help left side menu select 'Help Centre' and note the Topics available. Click on Navigation and Menus topic to view. Note how images are thumbnails and when hovered over are enlarged.
In the ModalConnect window at the top of the Workspace menu on the left, click on the 3 bars, then click on it again. Note how this expands and collapses the workspace menu pane. Click on each menu item label to expand and view sub menu items except for Analytics and Reports which open the related page in a new tab.
Note the Recents which lists up to 10 of your recently viewed Files, Documents, Tasks and Entities. Note the icons for these which appear throughout ModalConnect against these items. Clicking on a list item opens the File, Document, Entity or Task in the current window.
Pinned Files, Documents, Tasks and Entities are listed under their label by most recently pinned item when Pinned is shown as a separate menu item. Clicking on an item opens it the current window. Note that list items can be pinned or unpinned directly from the list. Note; Pinned items can be set to appear under the Recents list (see User settings).
Open your User Profile menu (top right under Welcome) and select Settings. Expand the Workspace Menu and note the options available to apply to the Workspace menu including option to show the Workspace menu collapsed or expanded. For the Default on login (for Recents) select your preference of Documents or Entities. The Colour highlighting on Recents and Pinned' is Enabled by default which applies highlighting when mousing - hovering over workspace lists - grey for Files, green for Documents, blue for Entities and orange for Tasks. For Switch Pinned Layout, select Pinned under Recents, note how this removes the Pinned button from the workspace menu and your pinned items will now appear underneath the related Recents File, Document, Task or Entities list. These preferences for your workspace menu can be updated at any time
With the Workspace menu pane expanded, select ‘My Work’ and select New Document (if the mandatory Document Properties note these but click cancel as Adding Documents will be covered in the Documents module).
From the Recents Document menu list select ‘View All’ (top right of the list) to navigate to the 'all' Documents page. Note that all Documents that you have permissions to access can be searched for \ found here. Click on a Document number to open the Document.
Click the pin from the right side of the document menu. Note how this adds the Document as a pinned Document in your Recents and Pinned Documents list. From the Recent or Pinned Entities list click on the Pin to unpin it.
In the Document, right click on an Entity from the Document Entity list and select ‘Go to Entity Profile’. Note how this opens the selected Entity’s Profile in a new tab and the My Recent Entities list now shows.
Pin the Entity Profile to view how it is added as a pinned Entity to your My Recent Entities list.
Click on your user profile and note this is where the Log Out button is located.
To return to the Homepage, click on the Modal logo in the top left of the window.

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