Navigation
Learn how to navigate your workspace.
🧭 Workspace Navigation
tDoc provides intuitive navigation systems that help you move efficiently through the application:
🔝 Top Navigation Bar
In the header layout, the top navigation bar provides quick access to all key features:
- Main Menu: Core application features arranged horizontally for easy access
- Account Selector: Switch between personal and team accounts
- Notifications: Stay updated with important alerts and updates
- User Menu: Access your profile, settings, and sign-out options
📋 Application Sections
tDoc organizes features into logical sections for better usability:
🏠 Personal Workspace Sections
- Application: Home dashboard, Client Portal, and Community link
- Settings: Profile management, Contacts, and personal billing options
🏢 Team Workspace Sections
- Application: Dashboard, RTOC (Real-Time Operations Center), Comm. Center, Calls, Chat, Tasks, and Calendar
- Team Settings: AI Agents, Manage Numbers, Contacts, Members, Clients, Billing, Usage, Integrations, Task Rules, and Settings
🔄 Navigation Patterns
🔍 Quick Access Features
- Breadcrumbs: In header layout, see your current location and navigate back up the hierarchy
- Search: Use the global search feature to quickly find content across your workspace
- Recent Items: Quickly access recently visited pages and documents
🧩 Contextual Navigation
Navigation adapts based on your current context:
- Team Context: When in a team workspace, navigation focuses on team-specific features
- Personal Context: When in your personal workspace, navigation shows your individual resources
- Feature Context: When inside specific features, additional sub-navigation appears for related actions
🔗 Navigation Shortcuts
tDoc provides several ways to navigate efficiently:
👆 Touch-Friendly Navigation
- Swipe Actions: On mobile devices, swipe from edges to access menus
- Large Touch Targets: Navigation elements are sized for comfortable touch interaction
- Collapsible Sections: Tap section headers to expand or collapse content groups
📱 Cross-Device Navigation
tDoc's navigation adapts seamlessly across devices:
- Desktop: Full navigation with all options visible
- Tablet: Optimized layout with collapsible elements to maximize content area
- Mobile: Streamlined navigation with hamburger menu access to all features
🚀 Quick Tips
- Customize Layout: Switch between sidebar and header layouts based on your preference
- Context Switching: Use the account selector to quickly move between different workspaces
- Breadcrumb Navigation: Click individual segments in breadcrumbs to jump to specific levels
Next Steps
Now that you understand navigation, explore these key features: