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Screen Layout & Navigation
Screen Layout
Last Updated: June 3, 2025What is the Overall Screen Layout? Most screens in iBE.net are divided into the following elements:
Main Panel
Last Updated: June 3, 2025Outlines the main or center panel and how it is organized Main Activity – Search Screen The main screen area is dedicated to the activity that you are currently performing. Below the activity title and main toolbar, information about your...
Navigating between Apps
Last Updated: June 3, 2025How to move from activity to activity Quickest Way is to Navigate using the Menus As you move your mouse over the menus at the top the list of sub-menu activities will open up. Clicking on any of the yellow...
Creating Documents (Main Panel)
Last Updated: June 3, 2025Explains how to create a new document using the toolbar Creating Documents using + Button in Toolbar When you open the search screen for an activity you can normally find a large + button in the toolbar in the top...
Creating Documents from a Template
Last Updated: June 3, 2025Explains how to create a document template and then use it as a reference for subsequent documents Creating from a Template Click on the more button (highlighted) and from the menu select “Create from Template”. Choose the template you wish...
Searching for Documents
Last Updated: June 3, 2025Explains how to search for stuff across the entire system using global search How to Search the Entire System Have you ever forgotten where you filed that document you wrote? Do you need to review an order from two weeks...
Advanced Search
Last Updated: June 3, 2025How to invoke and then use Advanced Search in global search Calling up the Advanced Search Window To invoke advanced search, click on the “Adv. Search” button at on the top toolbar. Using the Advanced Search Window Apart from entering...
Deleting a Document
Last Updated: June 3, 2025Explains How to Delete a Document Deleting a Document Employee or Manager can delete any document, it could be a timesheet entry, task or project or any type of expense claim. You can delete a document from the main toolbar...
How to Recover a Deleted Document?
Last Updated: June 3, 2025Explains how to recover a deleted document Recover a Deleted Document To recover a deleted document follow these steps:
What Buttons are in Main Tool Bar?
Last Updated: June 3, 2025Explains all the buttons available in main toolbar of iBE application Buttons in the Main Toolbar All the buttons in the main toolbar are mentioned below. These buttons icons will appear based on which module you are into. Though the...