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Navigating your File Header

Meaghan Morris avatar
Written by Meaghan Morris
Updated over 8 months ago
start iorad content - don't remove it

9 STEPS

1. Here is a rundown of your top navigation
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This can be accessed through any tab of your file

Step 1 image

2. Viewing now will show any of your colleagues who are in the file, as well as anyone who previously viewed the file

Step 2 image

3. Clicking on checklist, will show your progression in the checklist

Step 3 image

4. Click the arrow to expand the tasks

Step 4 image

5. You can click the boxes to indicate the tasks have been completed as well

Step 5 image

6. Clicking on notes will bring up any notes that you have on the current file. You can also add a note if you wish

Step 6 image

7. Clicking on documents will bring up any documents you have last viewed and/or edited.

Step 7 image

8. Click on the document if you would like to view that specific document.

Step 8 image

9. You will be brought to that document!
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Step 9 image

Next step: Practice

start iorad content - don't remove it
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