Navigate the portal
- Quick Start page
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The Quick Start page is the first page that is displayed after logging in. It provides access to the most popular actions and views, for example, invoices and user information.
- Worklist
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The Worklist is a navigation area that allows quick access to the business documents. For more information, see Use the Worklist.
- Document overview list
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The Document overview list shows all the documents of a specific category or subcategory. You can access it by selecting a document in the Worklist.
For most of the Worklist categories, you can create a CSV file with all the documents that are available in the Document overview list. For more information, see Use the export list function.
- Document detail view
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The Document detail view displays the details of the document that was selected in the Document overview list. For invoices and purchase orders, you can access the following information by clicking the corresponding icons.
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