Top navigation

The Top Navigation bar shows at the top of the screen. It identifies the product and includes buttons for common actions.

The top navigation bar has the same appearance for all users, regardless of account permissions.

Left side

The left side of the navigation bar should resemble the following screenshot:

Available actions and short descriptions:

Item Action

Item	Action
Dashboard	Click to show the `Dashboard`.
`Print` icon	Click to open a dialog to print the current page.
`Bell` Icon	Click to check your notifications.
`Question` Icon	Click to show help documentation.
`Door Exit` Icon	Click to log out.
Top navigation search bar	Click to search all entities and resources.

Dashboard

Click to show the Dashboard.

Print icon

Click to open a dialog to print the current page.

Bell Icon

Click to check your notifications.

Question Icon

Click to show help documentation.

Door Exit Icon

Click to log out.

Top navigation search bar

Click to search all entities and resources.

Hot keys

The keyboard hot keys are accessed in the top navigation by clicking the Help button and then selecting Keyboard Hotkeys.

Custom hotkeys

No custom hot keys are defined.

General hotkeys

Windows	Mac	Options
`Ctrl`+`H`	`⌘`+`H`	Show the Dashboard home screen.
`Ctrl`+`S`	`⌘`+`S`	Focus the top-bar search.
`Ctrl`+`F11` `Ctrl`+`⇧`+`Space`	`⌘`+`F11` `⌘`+`⇧`+`Space`	Opens the global search popup for menu items.

Windows

Mac

Options

Ctrl+H

⌘+H

Show the Dashboard home screen.

Ctrl+S

⌘+S

Focus the top-bar search.

Ctrl+F11
Ctrl+⇧+Space

⌘+F11
⌘+⇧+Space

Opens the global search popup for menu items.

Screens hotkeys

Windows	Mac	Description
`Ctrl`+`⏎`	`⌘`+`⏎`	Submit the current form.
`=`	`=`	Enters the current date into a date field.
`+`	`+`	Add 1 day in a date field.
`-`	`-`	Subtract one day in a date field.
`Ctrl`+`⇧`+`↑`	`⌘`+`⇧`+`↑`	Navigate to the first item in the case header menu.
`Ctrl`+`⇧`+`↓`	`⌘`+`⇧`+`↓`	Navigate to the first item in the bottom toolbar.
`Ctrl`+`←` `Ctrl`+`,`	`⌘`+`,`	Navigate to the previous stage (in wizards).
`Ctrl`+`→` `Ctrl`+`.`	`⌘`+`.`	Navigate to the next stage (in wizards).
`Alt`+`C`	`⌥`+`C`	Collapse or expand folder view panels.
`Ctrl`+`I`	`⌘`+`I`	In form search fields, add a new item form.
`Ctrl`+`Space`	`⌘`+`Space`	In form search fields, open the magnifying glass search form.

Windows

Mac

Description

Ctrl+⏎

⌘+⏎

Submit the current form.

=

Enters the current date into a date field.

+

Add 1 day in a date field.

-

Subtract one day in a date field.

Ctrl+⇧+↑

⌘+⇧+↑

Navigate to the first item in the case header menu.

Ctrl+⇧+↓

⌘+⇧+↓

Navigate to the first item in the bottom toolbar.

Ctrl+←
Ctrl+,

⌘+,

Navigate to the previous stage (in wizards).

Ctrl+→
Ctrl+.

⌘+.

Navigate to the next stage (in wizards).

Alt+C

⌥+C

Collapse or expand folder view panels.

Ctrl+I

⌘+I

In form search fields, add a new item form.

Ctrl+Space

⌘+Space

In form search fields, open the magnifying glass search form.

Panels hotkeys

Windows	Mac	Description
`Ctrl`+`↑`	`⌘`+`↑`	Navigate to the panel preceding the current panel. Loops around.
`Ctrl`+`↓`	`⌘`+`↓`	Navigate to the panel following the current panel. Loops around.
`⇧`+`Delete`	`⇧`+`Delete`	Clear the entered information in the current panel.
`Ctrl`+`Insert`	`⌘`+`Insert`	Add a panel.
`Ctrl`+`Delete` `Ctrl`+`Backspace`	`⌘`+`Delete` `⌘`+`Backspace`	Remove the current panel.
`Ctrl`+`/`	`⌘`+`/`	Navigate to the previous panel.
`Ctrl`+`'`	`⌘`+`'`	Navigate to the next panel.

Windows

Mac

Description

Ctrl+↑

⌘+↑

Navigate to the panel preceding the current panel. Loops around.

Ctrl+↓

⌘+↓

Navigate to the panel following the current panel. Loops around.

⇧+Delete

Clear the entered information in the current panel.

Ctrl+Insert

⌘+Insert

Add a panel.

Ctrl+Delete
Ctrl+Backspace

⌘+Delete
⌘+Backspace

Remove the current panel.

Ctrl+/

⌘+/

Navigate to the previous panel.

Ctrl+'

⌘+'

Navigate to the next panel.

Mass insert screens hotkeys

Windows	Mac	Description
`Ctrl`+`⇧`+`↓`	`⌘`+`⇧`+`↓`	Navigate to the submit button of the bulk lookup.
`Ctrl`+`Insert`	`⌘`+`Insert`	Opens up bulk lookup.

Windows

Mac

Description

Ctrl+⇧+↓

⌘+⇧+↓

Navigate to the submit button of the bulk lookup.

Ctrl+Insert

⌘+Insert

Opens up bulk lookup.

Cash receipts hotkeys

Windows	Mac	Description
`Ctrl`+`←` `Ctrl`+`,`	`⌘`+`,`	Navigate to the previous stage (in wizards).
`Ctrl`+`→` `Ctrl`+`.`	`⌘`+`.`	Navigate to the next stage (in wizards).
`Ctrl`+`⇧`+`↓` `Ctrl`+`⇧`+`⏎`	`⌘`+`⇧`+`↓` `⌘`+`⇧`+`⏎`	Navigate to the Submit & Pay Fee option.

Windows

Mac

Description

Ctrl+←
Ctrl+,

⌘+,

Navigate to the previous stage (in wizards).

Ctrl+→
Ctrl+.

⌘+.

Navigate to the next stage (in wizards).

Ctrl+⇧+↓
Ctrl+⇧+⏎

⌘+⇧+↓
⌘+⇧+⏎

Navigate to the Submit & Pay Fee option.

Minutes hotkeys

Windows	Mac	Description
`Ctrl`+`⇧`+`↓` `Ctrl`+`⇧`+`⏎`	`⌘`+`⇧`+`↓` `⌘`+`⇧`+`⏎`	Navigate to the Submit & Pay Fee option.
`Ctrl`+`⇧`+`>`		Commit and print minutes.
`Ctrl`+`⇧`+`'`		Switch to another case, in multi case minutes.
`Alt`+`↑`		Move up one line.
`Alt`+`↓`		Move down one line.
`Escape`		Move to the Command text area.

Windows

Mac

Description

Ctrl+⇧+↓
Ctrl+⇧+⏎

⌘+⇧+↓
⌘+⇧+⏎

Navigate to the Submit & Pay Fee option.

Ctrl+⇧+>

Commit and print minutes.

Ctrl+⇧+'

Switch to another case, in multi case minutes.

Alt+↑

Move up one line.

Alt+↓

Move down one line.

Escape

Move to the Command text area.

System administration hotkeys

Windows	Mac	Description
`Ctrl`+`F12`		On the entities screen, open a global search popup for entities, fields, or lookup lists.
`Alt`+`0` (zero)	`⌥`+`0` (zero)	Opens the form editor.

Windows

Mac

Description

Ctrl+F12

On the entities screen, open a global search popup for entities, fields, or lookup lists.

Alt+0 (zero)

⌥+0 (zero)

Opens the form editor.

Right side

At the far right of the Navigation bar there are some quick links for Recent Case navigation.

Click the CaseId Folder icon to take you to the most recent Case you accessed:

More quick-access Case actions can be taken from the dropdown arrow:

The top Navigation bar is the same visually for all users, regardless of account permissions.