User Guide: Navigation

Article last updated on the 29th of June 2022.

1. Introduction

The WorkPoint Express plug-in allows users to use Microsoft desktop applications such as Microsoft Outlook, Microsoft Word, Microsoft Excel and Microsoft PowerPoint as an intuitive, powerful interface for their WorkPoint solution.

WorkPoint Express features a series of navigational aspects. These will be discussed in detail in the following sections of this article.

2. User Guide

This user guide will discuss various aspects of navigating WorkPoint Express.

   2.1. WorkPoint ribbon in Microsoft Outlook.

Once WorkPoint Express is installed, a ribbon item in Microsoft Office applications appears:

  1. The "Show Sidebar" button will toggle the WorkPoint Express side panel on or off. The WorkPoint side panel is the interface between Microsoft Office and the WorkPoint solution and most of WorkPoint related work is done form the side panel.
  2. The "Quick Journalize" button will open the Quick Journalize function of WorkPoint Express. This allows for quick journalizing of e-mails in WorkPoint from Microsoft Outlook.
  3. The "E-mail Overview" button opens an overview window of e-mails.
  4. The "Documents Overview" button opens the Documents Overview window. This window allows the user to search for documents on the WorkPoint solution.
  5. The "Disconnect" button disconnects WorkPoint Express.

   2.2. Collapsing / expanding WorkPoint Express side panel

Once the "Show Sidebar" button in pt. 1 is enabled, the WorkPoint Express side panel can be expanded and collapsed by clicking arrow on the left side of the window:

  1. Clicking the arrows will expand the WorkPoint Express side panel.
  1. When the WorkPoint side panel is expanded, the arrows will collapse the side panel.

   2.3. Navigating WorkPoint Express top panel

The top panel of WorkPoint Express allows the user to navigate various sections of WorkPoint Express, such as Explore and Favorites:

  1. The "Explore" section of WorkPoint Express is denoted by the arrow icon. It is the first section of the WorkPoint Express top panel. This section allows the user to navigate through a WorkPoint solution and explore the hierarchical construction to identify and use business modules, entities and lists.
  2. The "Document search" section allows the user to search through documents on a specified WorkPoint solution.
  3. The "Favorite" section of WorkPoint Express allows the user to inspect elements that has been added to a list of favorites, e.g. business modules entities that the user works on often, or often needs access to.
  4. The "History" section displays items recently opened or uploaded from WorkPoint.
  5. The suggestion section is used in collaboration with Email Manager, and displays suggestions to where items can be journalized.
  6. The "..." icon opens a menu granting access to the E-mails- and Documents Overview windows, as well as settings for WorkPoint Express, License information and more.

   2.4. Navigating the hierarchical structure of the WorkPoint solution

Using WorkPoint Express, the connected WorkPoint solution can be explored:

  1. The currently active solution in WorkPoint Express can be viewed and changed in the bottom of the interface.
  2. You can choose to explore the entire solution, or to explore contents on specific business modules of the solution. In this case, the "Companies" business module is selected.
  3. We can select a specific view to filter the contents in the Explore window. These views come from the business module list selected in pt. 16.
  4. To find a specific entity in the Explore window we can use the search bar.
  5. You can double-click entities in the Explore window to view the lists and libraries contained within. In this instance, we can also see the different projects associated with the selected company.
  6. In this instance, we have double-clicked one of the projects associated with the selected company to view it's contents.
  7. Various lists of the project can be explored. In this case, the "Documents" library is explored. Other libraries can be explored by simply left-clicking the library.
  8. The contents of the selected list in pt. 21 can be inspected in the contents section of the panel. From here, documents and elements can be opened by double-clicking them, and new elements can be uploaded to the library by dragging and dropping them on the contents section.

   2.5. Navigating the contents panel

The contents panel refers to the panel below the exploration section of WorkPoint Express in Explore mode. The panel is shown in the image below:

The buttons of the contents panel are used for various purposes, which are explained in the following image:

  1. The "Properties" button will open the properties window which displays the properties of any selected item in the inspected list.
  2. The search bar allows the user to search through the items in the inspected list.
  3. Click the "i" icon for help with how you can search for items in the search bar.
  4. You can select a view for the selected list/library to filter the items shown in the contents window.
  5. The "New" button allows the user to create folders, to add documents, and to create new documents based on templates to the inspected list. An example of the menu is shown in the image below:
  1. The breadcrumb shows the path to the currently opened list/library. If you navigate to sub-folders, the path will be updated, and the user can click the locations in the breadcrumb to quickly navigate back to other locations on the path.
  2. The "Maximize" button allows the user to maximize the contents section to take up the entire WorkPoint Express allocated space in the side panel.

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