Icons and visual aids

In the diverse and multifaceted interface of modern applications, understanding common icons and screen elements is essential for navigating efficiently and utilizing the software to its fullest potential. Consistency in the design and function of these elements across the entire application is not just a matter of aesthetic appeal; it significantly contributes to ease of use, helping users familiarize themselves with the application quickly. Let's explore some of the commonly used icons and buttons, along with the purpose they serve within the application:

Icons

Graph Icon: This icon is a gateway to Quick Statistics, offering inline access to crucial data relevant to the current interface, enhancing decision-making with immediate insights.

Filter Icon: Initiates the filtering process for lists and tables, presenting a variety of options tailored to the specific functionality. The filters available may vary, reflecting the dynamic needs of different sections within the application.

Double Arrow Right: A tool for maximizing list views to utilize the full width of the interface, this icon is often used to exit Preview Mode, offering a more expansive view of information.

Expand Icon: Facilitates the expansion of a Preview to occupy the full interface width, simultaneously closing the list view. This feature ensures a focused examination of details when needed.

Closed Envelope: A universal symbol for sending mail, this icon enables the dispatch of documents to clients across various modules, streamlining communication.

Open Envelope: Provides access to Email Tracking information, offering insights into the delivery and reception of emails.

Eye Icon: Allows users to view Opening Statistics, offering valuable data on client interactions with sent documents, aiding in understanding client engagement.

PDF Icon: Serves multiple purposes, including viewing document previews, downloading, and printing documents, ensuring documents are easily accessible and distributable.

External Link Icon: Designates that the data entity displayed has a quick view slide-in available - or - alternatively allows directly moving to the data-entity displayed.

Buttons

Blue Buttons: Signify action; clicking these buttons can open a new interface or initiate a specific process, guiding users toward their next step.

Green Buttons: Typically used in Approval Processes, these buttons symbolize the action to sign a document, facilitating workflow progression.

Greyed out Button: Indicates a switch in interface view, such as toggling between List and Pipeline views, aiding users in navigating through different data presentations.

Tabs

Horizontal Tabs: Primarily found in Dialogs and Previews, these tabs categorize related functionalities under one umbrella, such as tasks creation and monitoring related to a specific data entity.

Vertical Tabs: Optimal for Settings or Modules where Horizontal Tabs would exceed the screen's width, these tabs ensure that extensive functionalities remain accessible without overcrowding the interface.

The consistent application of these icons, buttons, and tabs across the entire application not only simplifies the user experience but also enhances the software's intuitiveness. By familiarizing themselves with these common elements, users can navigate the application more fluidly, leveraging its features to achieve their objectives with greater efficiency and confidence.