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Screen Layout & Navigation
Screen Layout
Last Updated: January 5, 2026Most screens in iBE.net are divided into the following elements:
Main Panel
Last Updated: January 5, 2026Main 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 specific activity is displayed. Most activities start in search mode when...
Navigating between Apps
Last Updated: January 5, 2026Quickest 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 sub-navigation options will open that activity in...
Creating Documents (Main Panel)
Last Updated: January 5, 2026Creating 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 right. Click this button to create a new document. You...
Creating Documents from a Template
Last Updated: January 5, 2026Creating from a Template Click on the more button (highlighted) and from the menu select “Create from Template”. Choose the template you wish to copy from the sub-menu that comes. If there are no templates you will see a single...
Searching for Documents
Last Updated: January 5, 2026How 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 ago? Do you need to look up a customer or employee record? ...
Advanced Search
Last Updated: January 5, 2026Calling 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 your search term(s) in the box at the top, the advanced...
Deleting a Document
Last Updated: January 5, 2026Deleting 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 by clicking ‘V’ icon. To demonstrate...
How to Recover a Deleted Document?
Last Updated: January 5, 2026Recover a Deleted Document To recover a deleted document follow these steps:
What Buttons are in Main Tool Bar?
Last Updated: January 5, 2026Buttons 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 icons are self explanatory we have explained it further below: