About the Navigation Pane

The navigation pane is docked on the left side of Document Central The main window where most Document tasks originate. Document Central contains several tabs that display lists of files, file groups, discussions, tasks, and recent entities.. It provides a way to access the storage folders for each entity. The navigation pane contains a separate section for each entity type A category used to describe the relationship a person or company has with your firm. The entity types available include: firm, offices, business units, staff, clients, and non-clients. . Clicking the button for an entity type expands that section to display a list of recently accessed entities of that type.

Note: Only 30 entities can display in the navigation pane at one time. If an entity you need is not visible, you can add it using the instructions in the topic Finding a Client or Other Entity.

Tip: If there are certain entities you work with most often, you can add them to your Favorites list.

Clicking an entity in the navigation pane displays a list of files stored in Document for that entity on the File List tab. Clicking the arrow next to an entity expands the folder structure for the entity. Selecting a folder in this file structure displays the list of files in that folder.

You can also use the navigation panel to perform the following tasks: 

• Select whether entities should be listed by sort name, ID, or both in the entity list
• Access the list of files published to a client portal (applicable only if your firm licenses the new ProSystem fx Suite Portal)
• Run saved searches
• Create and access favorite entities and folders
• Change the buttons that display in the navigation pane