Navigating the application

Users navigate IBM Controller Disclosure Management using the side navigation panel and contextual controls available within each screen.

Primary navigation elements include:

Side navigation panel
Switches between the Projects, Style sheets, and Users modules.
Project list view
Provides access to all accessible projects and folders.
Action menus
Contextual menus associated with each project, folder, or user record that provide available operations.
Back navigation
Available within project workspaces to return to the project list.
Search
Available on the Projects and Users pages to quickly locate items by name.

Additional navigation features:

  • Projects and folders can be reorganized using drag-and-drop to create logical groupings.
  • Within a project workspace, a section navigation panel provides direct access to each report section, such as Cover page, Management report, Group statements, and Preview.
  • The URL updates dynamically when sort options are changed, allowing users to bookmark or share specific views.