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Open Office

Find your way around

Clients screen with the main navigation, global search, and client-list filters.View full size ↗
  1. Main navigation: choose an area.
  2. Global search: find records across Office.
  3. List search: narrow the clients on this page.
Product screenshot · demo environmentUse the side menu to change areas. The search in the top bar searches across Office; the search above the table filters this client list. All records shown are fictional.

Start with the job you want to do

Link to section: Start with the job you want to do
I want to… Open
See my assigned work My Tasks or My Reports
Work on a business Clients, then the client name
Find a person Contacts
Answer a client Messages or Email
Ask for documents Information collection
Review reporting progress Reports
Change personal preferences Preferences in your user menu
Link to section: Use search
  1. Select the search box at the top.
  2. Enter at least two characters from a name or title.
  3. Select the matching result to open it.

Search only shows records you can access. If a client is missing, check access and filters.

Move between clients

Link to section: Move between clients

Inside a client workspace, use the client switcher to choose another client. Check the name again before editing or uploading a file.

Work with long lists

Link to section: Work with long lists

Use the page’s search and filters to narrow the list. A wide table may scroll sideways. Clear filters when you want to see the full available list again.