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Getting Started

Navigation

Move around Lunr from the sidebar, covering its entries and groups, favourite projects and collections, the Recent list, Quick Launch, the footer buttons, and collapsing the sidebar to an icon rail.

Overview

The sidebar down the left of the window is the main menu. It stays in view as you move between the areas of Lunr, so any area is one selection away. Select the Lunr logo at the top to open the repository from anywhere.

Repository home with the sidebar expanded, showing the Dashboard and Repository entries, the Workspace group with Projects, Collections, and Portfolios and their favourites, the Insights group with Collaboration, My Issues, and Reports, the Recent list, Quick Launch, and the footer buttons

Your avatar at the top right opens the avatar menu, which holds your profile, downloads, and reminders, as well as Release Notes and the version of Lunr you are running.

Entries

Two entries sit at the top of the sidebar, followed by two groups.

EntryWhat it opensWhen it appears
DashboardThe DashboardWhere your organisation has the dashboard enabled
RepositoryThe document repositoryAlways

The Workspace group holds the places where you organise work.

EntryWhat it opensWhen it appears
ProjectsThe projects listAlways
CollectionsYour collections, saved searches, and scenesAlways
PortfoliosYour organisation's assets and locations as a hierarchyAlways

The Insights group holds the places where you follow what is happening.

EntryWhat it opensWhen it appears
CollaborationShares, Change Requests, and RFIsAlways
My IssuesYour coordination issuesWhere your organisation has issues enabled and you are allowed to view them
ReportsThe reportsWhere your organisation allows you to use reports

The entry for the area you are in is highlighted.

Favourites

Favourite projects and favourite collections appear beneath Projects and Collections once you have any. Select one to open it.

A chevron beside Projects or Collections hides or shows its favourites. The sidebar remembers which lists you have hidden. To add a favourite, see Favouriting Projects and Favouriting Collections.

The Recent List

The Recent list shows the documents you opened most recently, each with its file type, name, and how long ago you opened it. Select one to open it again. Select Clear history to empty the list.

To hide the list, use the preferences described in Your Profile. See also Recent Documents.

Quick Search and Quick Launch

Two search tools sit near the bottom of the sidebar.

  • Quick Search starts a search from tag values. It appears only where your organisation has marked tags to show there. See Quick Search.
  • Quick Launch jumps straight to a document, project, or Change Request. Select the button, or press Ctrl+J (Cmd+J on a Mac). See Quick Launch.

A row of icon buttons at the foot of the sidebar gives you quick access to a few extras. Hover over a button to see its name.

  • Admin opens the administration area. It appears only where you have been given access to administration.
  • Help opens the help page, where your organisation provides one.
  • User Guide opens this guide in a new tab.
  • Collapse Sidebar narrows the sidebar, as described below. When it is narrow, the same button reads Expand Sidebar.

Collapsing the Sidebar

Collapse the sidebar to give the content more room. Press Ctrl+B (Cmd+B on a Mac), or select Collapse Sidebar. Press the shortcut again, or select Expand Sidebar, to restore it.

A collapsed sidebar is a narrow icon rail. Each entry shows only its icon, and its name appears when you hover over it. The favourites, the Recent list, and Quick Search are hidden while the rail is narrow, and Quick Launch and the footer buttons stay available as icons.

Repository home with the sidebar collapsed to an icon rail, showing only the icons for Dashboard, Repository, Projects, Collections, Portfolios, Collaboration, My Issues, and Reports, with Quick Launch and the footer buttons below them

The shortcut does not work while you are typing in a text field or an editor, so Ctrl+B still makes text bold where you are writing. The sidebar remembers your choice for your account in the browser you are using, and it does not follow you to another browser.

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