User Interface

Enabling Full Screen UI Mode

14.1.0  To enable Full Screen Mode, click your avatar and select Full Scre...

Changing a user profile picture

14.2 Users can add a Profile Picture from within the User Menu. To add...

Changing user notification settings

Notifications are used to alert users when actions have been completed. Once ...

Assigning a form as a favorite

Users can pin frequented forms to the navigation menu, assigning them to the ...

Logging out

Users can log out of the application by visiting the User Avatar in the upper...

Changing the theme

Users have the ability to customize the appearance of the application. They c...

Visual Addresses

Most address presentations on the Browser Client are shown with a map. Format...

Finding a related form

14.1.0 The Find Related icon provides a convenient way for users to fi...

Managing column visibility

The Column Chooser lets users toggle the display of columns. Users can choose...

Creating a view

A Grid View allows users to preserve the layout of a grid or tree. The scope ...

Selecting a view

Users can recall views created and saved for each grid or tree within the Ins...

Renaming a view

Within the Insight client, there will be instances when a user wishes to rena...

Resetting a view

A view can be reset to its previously saved version. To reset a view: Right-...