Accessing Content

The content system is pervasive throughout the pro application. Apart from the main content manager and related views, content-related functionality appears within each app, from the App Tab interface and from the Home page. Variations of the functionality can accessed from the viewer client, on mobile devices, and can also be accessed using the API.

The following explains the main entry points to the content system for the pro client.


The home page is the main landing page for pro users entering the app normally. From the home page users can access the main content manager from the App Toolbox, the Quick Search option in the Home Menu or via the User Hub.

App Toolbox

The app toolbox, found from the home page in the Pro client or the admin console in the Pro client, provides a fast link to the content manager (red arrow below). When clicked, the content manager will open up with the default view as defined in user defaults.

Quick Search

The quick search option in the home menu is a fast way to seed and execute a content search directly from the home screen. By entering a search string into the box, the search framework is triggered and a simple "contains" search query is run on the repository for the current user.

  • Click here to better understand how the content search works.

User Hub

Another access point for content is the favorites and recent listing panels found in the User Hub.The dashboard is shown if users choose to hide the Quick Start and Learning center panel.

App Tabs

Once apps are opened (either by starting new sessions or opening existing content items), the application interface changes to the "App Tab" mode. Here, each opened app appears as a tab allowing users to open and swap between multiple, concurrent sessions.

Within the App Tab interface, there are two key access points to the content system: The App Tab home menu and the tab menus for each app.

App Tab Home Menu

Content Explorer

Users can click "Content Explorer" item from the App Tab Home Menu to immediately navigate through the Content Manager. This is the primary method used by most users to switch to the content system from the open app tab interface.

Quick Open

Another option is Quick Open (green arrow), which offers a fast way to find and open content without leaving the App Tab interface. It opens an explorer-like interface including the current user's folders, together with recent and favorites, and also offers a quick search choice. For more information, see Quick Open.

Tab Menu

The Tab Menu offers a variety of content related functions for each open tab. This includes the following functions: save, save as, duplicate, delete and opening related content. Importantly, it also offers a menu item to go to the selected item's specific location within the content explorer view.

Within each App

When an app is opened in the App Tab interface, there are multiple content system touch points common to all the apps: this includes "save" and in most cases "open".


The most common entry to content from EVERY app is the save function. Users can trigger the save from the status bar or from the tab menus.

When triggered, the following dialog is presented if saving content for the first time (or choosing the "Save as" mechanism). The dialog lets users pick the folder location, name and description for the content, as well as any meta tags that can be used in the future for content search.


Most of the apps open in the "App Tab" interface have open capabilities. In some cases the "open" refers to panels to allow content to be embedded (for reusability purposes); in other cases the open is a convenient mechanism to see and edit previously embedded content for ongoing edits; and finally there are cases in which the open function operates outright as a mechanism to simply open the next item. The following is an example list of a few typical "open" functions available within each app.