Overview

Quick Navigation provides you with the option to browse to clients, matters, and file parts instantly, from anywhere within IRM Web Client (excluding the Advanced Search page). It also offers text filter functionality.

You can access quick navigation by selecting the quick navigation box (refer to Figure: Quick Navigation below), or by pressing the n key on your keyboard when the IRM Web Client is selected in your browser.

Using Quick Navigation

Use quick navigation to directly browse to known items, or as a convenient text-based search or filter. This functionality is available on all pages of IRM Web Client.

Navigating to known items

  1. Select the quick navigation box in the header panel. Refer to the figure below.
    Figure: Quick Navigation

    TIP: You can also access quick navigation with a shortcut key. Simply press the n key on your keyboard when the IRM Web Client is selected in your browser. This is equivalent to selecting the quick navigation box.

  2. The quick navigation text entry field is displayed. Refer to the figure below.

    Figure: Quick Navigation (text entry field)

  3. You can now enter text to navigate directly to known clients, matters, or records (file parts).

    • To browse to a client:

      1. Enter the ID of the client in the quick navigation text entry field.

      2. Press Enter on your keyboard (or the equivalent key on your mobile device).

    • To browse to a matter:

      1. Enter the ID of the client, which contains that matter, followed without space by a period ".", followed without space by the ID of that matter, in the quick navigation text entry field.
        For example, for Matter 1, with ID "M1", in Client 1, with ID "C1", enter "C1.M1".

      2. Press Enter on your keyboard (or the equivalent key on your mobile device).

    • To browse to a record (file part):

      1. Enter the ID of the client, which contains that matter, followed without space by a period ".", followed without space by the ID of that matter, followed without space by a period ".", followed without space by the ID of that record (file part), in the quick navigation text entry field.
        For example, for Record 005, with ID "005", in Matter 1, with ID "M1", in Client 1, with ID "C1", enter "C1.M1.005".

      2. Press Enter on your keyboard (or the equivalent key on your mobile device).

The page of the relevant client, matter, or record (file part) is displayed.

NOTE: You can browse to any level of item in the file plan using quick navigation.

For example, to browse to the document "Doc1" in insert "I1" in jacket "J1" in matter "M1" in client "C1", enter "C1.M1.J1.I1.Doc1" in the quick navigation bar and then press the Enter key.

Searching or filtering with Quick Navigation

  1. Select the quick navigation box in the header panel. Refer to the figure below.
    Figure: Quick Navigation

    TIP: You can also access quick navigation with a shortcut key.

    Simply press the 'n' key on your keyboard when the IRM Web Client is selected in your browser. This is equivalent to selecting the quick navigation box.

  2. The quick navigation text entry field displays. Refer to the figure below.

    Figure: Quick Navigation (text entry field)

  3. You can now enter text, which will be used as a filter at the appropriate level.

    1. To filter at the client level:

      1. Enter the text to be used as a filter, into the quick navigation text entry field.

      2. Press the "enter" key on your keyboard (or the equivalent key on your mobile device).

      3. A text-filtered list of clients is displayed.

    2. To filter at the matter level within a client:

      1. Enter the ID of the relevant client, followed without space by a period ".", followed without space by the text to be used as filter, into the quick navigation text entry field.

        • For example, to apply text filter "0" to matters within Client C, with ID "C", type: "C.0".

      2. Press the "enter" key on your keyboard (or the equivalent key on your mobile device).

      3. A text-filtered list of matters within that client is displayed.

    3. To filter at the record (file part) level within a matter (within a client):

      1. Type the ID of the relevant client, followed without space by a period ".", followed without space by the ID of the relevant matter, followed without space by a period ".", followed without space by the text to be used as filter, into the quick navigation text entry field.

        • For example, to apply text filter "A" to records (file parts) within matter 1, with ID "M1", within Client C, with ID "C", type: "C.M1.A".

      2. Press the "enter" key on your keyboard (or the equivalent key on your mobile device).

      3. A text-filtered list of records (file parts) under the specified matter (within the specified client), is displayed.

  4. The displayed list of clients, matters, or records (file parts) has the same functionality available as that of a list of clients, matters, or records (file parts), respectively, displayed within the file plan. For more information, refer to Managing the File Plan.