File Explorer layout

Overview

File Explorer is the main working screen for a working paper file. It is split into three main areas.

Left panel: Toolbox and Tree

The left panel contains:

• Tree node search
• Expand all and collapse all controls
• Hide not applicable option
• Tree node title box
• Selected node label
• Tree structure
• Toolbar buttons for node actions

Use this panel to create, rename, move, flag, delete and organise file sections.

Middle panel: Document preview

The middle panel shows:

• Upload controls
• Add text document
• Add Microsoft Word, Excel or PowerPoint document
• Readiness and completion controls
• Document preview
• Document action buttons such as open, edit, email, download or delete

This panel changes depending on the selected tree node and selected document.

Right panel: Review points

The right panel shows:

• Comments
• Review points
• Author comments
• Replies
• Filter options
• Add comment or review point button

The panel can be collapsed when more space is needed.

Tips

• Select a tree node before uploading documents.
• Use the preview panel to check documents without leaving the file.
• Collapse panels when you need more screen space.
• Use search when the tree has many nodes.