Navigating Around Your Site

The main areas of your site are: banner bar, navigation tabs, taskbars, panel areas, main content, and footer.

Banner Bar

The banner bar provides quick access to the Help menu and current user account settings, as well as the Sign Out link (on the same menu as your account settings).

• Help Menu - When you click Help, the help menu displays context sensitive help (help relevant to the currently active area of Document Services). The Help page opens in its own browser tab to allow you to read helpful information while viewing the application content.
• Current User Drop-down Menu- From the user drop-down menu, you can access your user account settings, change your password, go to your HotDocs Market account, and sign out.

Navigation Tabs

HotDocs Document Services has been designed for easy navigation. Tabs across the top of the page provide quick access to the main areas. Home, Documents, Clients, and Templates are available to all users. The Settings tab is visible only to site Administrators.

Taskbars

Taskbars provide a submenu to functions available on the active page, such as the ability to create a new user or document. The submenu of the Settings tab, for example, consists of the following Adminstrative areas: General Settings, Tags, Users, Client Interview, Terms, Billing History and IP Restriction.

The rest of the page includes the main content area (which provides a detailed list of the prominent features for the active page) and panel areas (which are sidebars designed to provide an overview or quick access to available links or filters for that page).

The footer identifies copyright information, the Powered by HotDocs link to the main HotDocs website, and the Contact Us link for technical support.