Toolbar Overview

The toolbar contains controls and options that allow you to work with documents, dashboards, inquiries, and reports in the system. The toolbar is divided into sections, which represent different types of tasks. The available options are dependent on what you have selected in the content pane.

The navigation section contains options that allow you to navigate documents, dashboards, inquiries, and reports in the content pane.

Name Button Description
Back

Click the Back button to move backwards within a tab's browse history. Up to 15 previous screens are available.

This only works within a single tab that does not have changes on it. Once the tab is closed, the history is cleared.
Forward

Click the Forward button to move forwards within a tab's browse history. Up to 15 previous screens will be available.

This only works within a single tab that does not have changes on it. Once the tab is closed, the history is cleared.
Home

Click the Home button to display your selected home page. The Welcome page is displayed by default.

For information on how to change the default, see the Home Page area in or Manage Content Pane Tabs.
Favorites

Click the Favorites button to access options that allow you to add, maintain, and access a list of your favorite documents. For more information, see Manage Favorites.

The document section contains options that allow you to create and maintain document data.

Name Button Description
New

Click the New button to add a new document. The New dialog box contains a list of documents that you are authorized to create. For more information, see Add a Document.
Open

Click the Open button to search for and display an existing document. The Open dialog box contains a list of documents that you are authorized to view and edit. For more information, see Open a Document.
Save

Click the Save button to save a new or modified document. For more information, see Save a Document.

Validate Click the Validate button to manually validate the current, displayed document. For more information, see Validate a Document.
Submit

Click the Submit button to submit the current document to the next step in the workflow process. For more information, see Submit a Document and Workflow.
Actions

Click the Actions button to perform an action on a document. Depending on the type of document selected and its workflow, the drop down list may include one or more of Closedthese options.

  • Approve: This option marks a document as approved. For more information, see Approve a Document.
  • Cancel: This option allows you remove the draft version of a document in the system. For more information, see Cancel a Document.
  • Clear: This option allows you to remove current search criteria and enter new criteria.
  • Comment: This option opens a dialog box and allows you to enter a text description about the current document.
  • Delete: This option deletes a modified document. For more information, see Delete a Document.
  • Recall: This option allows you to reset a signed document and open it for further activity.
  • Reject: This option marks a document as rejected. For more information, see Reject a Document.
  • Release: When you create or edit a draft instance of a document, it is checked out to your user account. This option allows you to release the document so it is no longer checked out to your user account. For more information, see Release a Document.
  • Reprocess: This option allows you to re-execute the current function.
  • Restate: This option allows you to recalculate the current document and present the updated information.
  • Restate (New Transactions): This option recalculates new and current transactions and presents the updated information.
  • Generate Backup: This option generates the Prebill Bill Backup, see Bill Backup.
  • Refresh Prebill PDF: This option either adds a modified .PDF attachment to the Prebill document or updates an existing modified .PDF to the Prebill document. This action can be taken on a single or bulk prebills and is only enabled when Prebill is in the In Progress or Pending Approval state, see Prebills.
  • Save: This option allows you to record a new or modified document. For more information, see Save a Document.
  • Sign: This option allows you to officially complete a document that requires a signature and make it available for review.
  • Submit: This option allows you to send a document to the next step in the workflow. For more information, see Submit a Document.

The information delivery section contains options that allow you to access and run inquiries, charts, dashboards, and reports.

Name Button Description
Open Inquiries

Click the Open Inquiries button to view a list of all inquires you are authorized to view. For more information, see How to Use an Inquiry.
Open Dashboards Click the Open Dashboards button to view a list of all dashboards you are authorized to view and edit. For more information, see Work with Dashboards.
Reports Click the Reports button to view a list of all reports you are authorized to view. For more information, Run and View a Report.
Run

Click the Run button to execute inquiries, dashboards, and reports. This is also available for documents that will also run a report such as payment generation. This button is disabled until all of the required selection criteria have been entered into the inquiry, dashboard, or report.

This data management section contains options that allow you to work with data in the content pane.

Name Button Description
Cut Click the Cut button to cut the text or item that you have selected in the content pane.
Copy Click the Copy button to copy the text or item that you have selected in the content pane.
Paste Click the Paste button to paste any content you have cut or pasted to the clipboard to your current cursor location.
Refresh Click the Refresh button to revert an edited document instance back to the original state of the last time it was saved.

The personalization section contains options that allow you to manage your personal configuration and preferences of the desktop application.

Name Button Description
Personalization

Click the Personalization button to maintain various BST11 options. Available options include:

  • Navigation Pane: These options allow you to display the various panes of the Navigation Pane. For more information, see Navigation Pane.
  • View: These options allow you to change the display of BST11. This includes the ability to zoom and switch to full screen mode.
  • Options: This option displays the Options dialog box, which allows you to define general preferences and settings that are used in BST11. For more information, see User Preferences.
Help

Click the Help button to view Help and version information about the application. Available options include:

  • Help: This option displays the Help with the topic related to the current screen displayed. If there is not a linked, related topic, the Welcome topic is displayed.
  • Full Help: This option displays the Help with the Welcome topic displayed.
  • About: This option displays the About dialog box. This allows you to view version information about the application.