Basic Navigation and User Interface Guide

An introduction to the Document GPS user interface

The first two screens below are the sign in screen layouts for Gmail and Outlook. Upon logging into the Document GPS extension, users are greeted with the Upload Files screen as their first point of entry. 

sign in and upload file

Icons at the bottom of the app screen: My Library | Profile | Upload | Notifications

Upload Files

Below is a visual guide outlining the functions available on the Upload Files screen.

upload_files

My Library

My Library has two main tabs: Documents and Envelopes

Within the Documents Tab, users have a comprehensive view of all the documents they have uploaded, sent, and received. These can be displayed in either a document grid view or a document list view for easy accessibility and organization.

my-lib

Below is a visual comparison between the Grid view and the List view, showcasing the different ways in which uploaded files are displayed for easy identification.

GRID-VIEW

The global functions include: the Search Box, Sort By, and Avatar Status Indicator

global functions

The Three-Dot Menu: Users can explore a range of Document GPS functions by simply tapping on the three dots located in the upper right corner of a document card.

3 dot details

 

In the Envelopes tab, users have the ability to organize their files by creating virtual folders using e-tags and envelopes for better file management and navigation within the extension.

For further insight into this feature, we recommend watching our self-paced learning video.

envelopes tab

User Profile

Information available in the User Profile includes the following:

profile details 2

Notifications

Notifications provide alerts to keep you informed about different events, such as receiving invitations to access files or when a recipient requests Share or Download access.

mob-notifs