General navigation

Global menu

The user interface includes a global menu that is always available. Access to each area of the system depends on the permissions that are assigned to your roles.

Document Envelopes

Access enveloping options that include control numbers, translation and transformation maps, XML schemas and DTDs, and code lists.

Resource Manager

Includes options for importing and exporting resources.

Systems Management

Used for managing user profiles, tenants, and general system settings.

[User name]

Used for managing the user's profile.

Navigation menus

After you select an option from the global menu, the side navigation menu provides you with a way to go to the subordinate pages for that option. Navigational options in the navigation menu are subordinate to the selected global menu option.

Buttons

The user interface includes the following buttons:

• Create

  Creates an object and starts a page in which you enter properties for the new object.

• Copy

  Creates another instance of the selected object.

• Edit

  Allows data or values to be changed.

• Browse

  Locates an object for selection and processing.

• Delete

  Removes a selected object (or objects) from the SPE database, and the object is deleted from the database table as a result of this action.

  Note: Delete is disabled unless an object is selected.
• Save

  Saves pending modifications to an object.

• Close

  Closes the current page without changing the data.

• Back

  Accesses the previously completed section of a wizard.

  Attention: Do not use Back from the toolbar of your web browser to return to a previously accessed page.
• Skip

  Goes to the next page in a wizard without requiring the completion of fields on the present page. However, during processes such as envelope creation, you must complete all required fields in order to create an envelope.

• Next

  Accesses the next section of a wizard.

Links

SPE uses links to provide navigation to another page, and for inline and context-based actions. Click a link to go to a new location (such as information details), start a command, or do similar functions.

• View information about items that you created.

  For example, click a code list name to view information about that object.

• Start a command or task.

  For example, on the System Settings page, click the Browse link to select the system home.

Collapsible sections

Some pages of the user interface include a sequence of collapsible sections that compress chunked information like an accordion into a single page. You can open and expand each section of the page by clicking the section title. The following kinds of collapsible sections are used:

• Sections that open or expand to allow access to less frequently used options.

  For example, on the Code Lists page, you can open all of the sections to quickly access the functions that you need.

  To view or change information that you previously entered in a collapsible section, click the section to open it.

• Sections that guide you through steps to create an item.