Navigate the Simplifile application

Simplifile navigation terminology

button

In the Simplifile application, a “button” may be one of several things.

• A button may be a graphical element with a distinct border that initiates an action. For example, the Save  button.

  A button often (but not always) includes button name inside the button border and may or may not contain a symbol (or icon) inside the border.

  In the documentation, this type of button is most often represented with its name in initial capital letter and bold. The word “button” may or may not be included in the text. For example, “Select the Save button”.

• A text button may be blue text with or without an icon that initiates an action. For example, the button.

  In the documentation, this type of button is most often represented with its name in blue and often without the icon. For example, “Select the Register More Counties button.” The word “button” may or may not be included in the text. For example, “Select the Register More Counties button”.

• An icon button may be only an icon that initiates an action. For example the Edit button. Some icons are just visual indicators and do not initiate an action.

  In the documentation, when icons are used as buttons we usually include the function or name of the button in bold and the icon. For example, Select the Edit   button, the Menu (ellipsis) button, and the Add button. Icon buttons may or may not be inside a border in the documentation.

Buttons and icon buttons differ from links in that links are often colored and underlined text and usually open web pages where buttons and icon buttons usually open pages, windows, or tools within the Simplifile application from which you may do an activity or activities. The blue underlined cross‑reference topic links in this Simplifile documentation are links.

Not all icons are buttons. Some icons are visual indicators or status or other properties that do not initiate an action.

Our buttons use two base colors; blue for primary actions, and a neutral color for secondary actions. Buttons may feature passive, hover, down, and disabled states.

card view

Card views are a way we display data or content that would be difficult to in a list view (table). Often, card views are presented as a toggle option with a list view (table).

checkbox

Checkboxes are usually used for multi‑select interactions but can also be used when a single option state can be used. For example, a "Show Completed" checkbox control can be assumed to mean "Do not show Completed" when unchecked.

color usage

The user interface uses dedicated colors for specific meanings.

dropdown field

Dropdown fields are used to select an item from a predefined list, but can only show the selected option in it's static state.

disabled interface element

Disable buttons or other disabled interface elements are "dimmed" (not their usual brightness). When an interface element is dimmed, it is not accessible.

filter

In the Simplifile application, a “filter” is a set of parameters that must be met for the information to be displayed in a page or window. To help you quickly find the information and documents with which you work, you may create filters in many of the pages. Often a filter is represented by a Funnel  button. Selecting the Filter button opens a filter window from which you can choose your filter parameters.

icon

In the Simplifile application, an “icon” is a small graphical element usually without a border.

An icon may (but is not required to) display with its name in light blue. For example, .

Some icons are visual indicators of status or other properties that do not initiate an action.

When an icon initiates an action it is also considered button.

In the documentation, when icons are used as buttons we usually include the function of the icon button in bold, the icon in parentheses, and the word “icon” or "button" may or may not be included in the text. For example, “Select the Edit button.”

item

In the Simplifile application documentation we use the term "menu item" or "item" instead of "command" for items that are selected from various menus, dropdown lists, or rows in tables. In many cases, blue items are "active" (will do something when selected) and gray items are informational.

link

In the Simplifile application, a “link” is blue underlined text that opens another page either internal to or external to the documentation or a window. Many of the topics and tasks references in this Simplifile documentation are links.

list view (table)

List views are a way we display data or content that well suited to be displayed in a table. Often, list views are presented as a toggle option with a card view.

menu

In the Simplifile application, a “menu” is a list of items (often actions) that displays when some buttons (such as the Actions dropdown button or the Menu (ellipsis) button or dropdown lists are selected.

navigation menu

In the Simplifile application, the “navigation menu” is the gray bar in the left panel that is used to navigate Simplifile application pages.

The navigation menu items displayed to a user are determined by the by the organization, active services, roles, and permissions. The items in the navigation menu are not the same for all Simplifile users.

page

In the Simplifile application, a “page” is displayed to the right of the navigation menu. The information is usually related to the item selected in the navigation menu or from a link in another page.

radio control (option)

A "radio control" (which we call an "option") only allows one of the options in the group to be selected.

Simplifile application

The web‑based user interface for the Simplifile product. The Simplifile application usually displays the “navigation menu” in the left panel and a “page” in the right panel.

ticker

A "ticker" is a colored indicator that provides a count of important or required work.

window

In the Simplifile application, a “window” is a pop‑up form or message (also known as a "dialog box" or "dialog") that displays over a page which must be completed or closed before you can return to the page. A window often contain fields that can be edited. For example, the Simplifile Add User wizard uses multiple windows. Sometimes a window contains only information like a message. Close a window by completing the action, selecting the window’s Close button, or selecting outside of the window’s borders.

NOTE: In the Simplifile documentation, we use "window" place of "dialog" or "dialog box".

wizard

In the Simplifile application, a “wizard” is a presentation of one or more windows where you enter information to complete an action or task (such as adding a user).