Desktop:Tab: Difference between revisions

Revision as of 10:01, 6 June 2024

In the Desktop App, resources (such as contacts and matters) open in tabs which appear along the top of the main window. This is similar to the behaviour of web browsers.

You can close tabs (except the "Me" tab) by middle-clicking or using the "X" button.

Me

Contact

Contact tabs provides a home for the various lists, ledgers and summary information about a contact. All operations that can be performed on the contact are accessed from the contact's tab.

The tab will use the contact's display name as its caption (editable from the summary).

Matter

Matter tabs contain the information about a matter.

Workgroup

Workgroup tabs contain summary information, management settings, document and matter settings, policy settings and workgroup specific processes.

Business

Subscription

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-== '''Contacts Tab''' ==
+{{DISPLAYTITLE:Tab (Desktop App)}}
-In '''ContactsLaw''', opening or navigating to a '''contact''' will cause a new tab to be added to the top of the screen. A '''contact tab''' allows you to switch between contacts while working, and provides a home for the various lists, ledgers and summary information about the contact. All operations that can be performed on the contact are accessed from the contact's tab. Additionally, '''Matters''' for which the contact is the '''client''' will open under the tab.
-The tab will use the contact's Display-as name as its caption (editable from the contact summary screen).
-== '''Matter Tab''' ==
+In the [[Desktop App]], resources (such as [[Contact|contacts]] and [[Matter|matters]]) open in tabs which appear along the top of the main window. This is similar to the behaviour of web browsers.
-When a matter is opened, a tab will open. The tab contains the summary information for the matter as well a summary menu. Multiple matter and contact tabs can be opened at one time. You can switch between them by clicking on the tabs.
+You can close tabs (except the "Me" tab) by middle-clicking or using the "X" button.
+== Me ==
-When a matter tab is no longer required, it can be closed using the 'X' button.
+== Contact ==
+Contact tabs provides a home for the various lists, ledgers and summary information about a [[contact]]. All operations that can be performed on the contact are accessed from the contact's tab.
+The tab will use the contact's display name as its caption (editable from the [[Contact Summary|summary]]).
-== '''Workgroup Tab''' ==
+== Matter ==
-In ContactsLaw, it is possible to open a workgroup in a '''tab'''. Just select the 'Workgroups' button in the top ribbon under Home and the selected workgroup will open in a tab. Once open, a workgroup tab contains summary information, management settings, document and matter settings, policy settings and workgroup specific processes.
+Matter tabs contain the information about a [[matter]].
+== Workgroup ==
+Workgroup tabs contain summary information, management settings, document and matter settings, policy settings and workgroup specific [[Workflow:Process|processes]].
+== Business ==
-Workgroup tabs are a useful mechanism for scoping information and settings to a particular area of work.
+== Subscription ==
+[[Category:Desktop]]