User Personas: Admin | Project Management | Field
We’ve made it easy for you to navigate through eSUB Fusion and get exactly what you need in as few clicks as possible. This simple guide serves as an introduction to the eSUB Fusion interface and is helpful for any user that is a beginner with the software.
Use the links below to quickly jump to a topic:
Interface and Menu Panels
The menus in eSUB Fusion intuitively guide you through your selections. Here are the basics of what you will need to know about navigating through the various menus, viewing panels, and modals in eSUB Fusion.
|
Global Navigation Menu The global navigation menu contains a list of high-level permissions-based navigation options. |
Slide Out Menu The slide out menu contains more granular navigation options and dynamically changes depending upon the selections made from the global navigation menu. |
|
|
|
|
Main Content Panel |
Confirmation Modals |
|
|
|
Common Buttons and Fields
You’ll notice recurring themes around certain buttons and fields within eSUB Fusion. Becoming familiar with these recurring themes will help you to more quickly leverage the options available to you on any given page within the software.
| Expand/Collapse Buttons There are both horizontal and vertical expand/collapse buttons on the slide out menu and in other areas. Use the buttons to collapse menus to allow for more space, or to expand menus to reveal the options within. |
Action Button The action button appears on the bottom-right of most pages and allows easy access to frequently used functions. Depending on the page, selecting the action button may reveal a submenu with multiple functions to choose from. |
|
Three-dot Button The three-dot button reveals additional permissions-based options that can be executed on the item in question. Documents on log pages may contain three-dot buttons that serve as useful shortcuts to certain actions, such as Edit, Send, or Delete. |
Tabs Some pages and documents contain tabs that allow you to view and configure additional fields. |
Sorting and Filtering
Various document logs and lists contain buttons that allow you to sort and filter with ease. Depending on the page, document logs may be displayed in either a table or in a card list format. Both log formats offer filter and sort functionality so that you can see the data that is most relevant to you.
|
Sort and Filter Tables Select the filter buttons on the header row to reveal the options. Once you have made your filtering and sorting selections select Apply. |
Sort/Filter In Use The filter button icon appears as a funnel when a filter/sort is in use on the page. Select the funnel icon to view or adjust the filter/sort. Select Clear Selections then Apply to remove a filter/sort. |
|
|
|
|
Sort and Filter Card Lists Select the filter button that appears above the card list to reveal the options. Once you have made your filtering and sorting selections select Apply. |
Sort/Filter In Use The filter button icon appears with a dot and number indicating the active filters when a filter/sort is in use on the page. Select the filter icon to view or adjust the filter/sort. Select Clear Selections then Apply to remove a filter/sort. |
|
|
|
Comments
0 comments
Article is closed for comments.