Tutorial Overview:

Summation provides you with pre-designed "General Layouts" for easy access to your preferred Summation views and efficient program navigation. Summation provides you the flexibility of organizing Summation views (or windows) in formats that best fit your workflow. These layout settings can be customized and saved for future sessions by users for individual use or for sharing with other network users. Saving layouts as "General Layout" will make them available in cases other than the one they are saved in.

Tutorial Steps

Saving Layouts

Steps

1. Open the Summation case where you want to save your layouts.
   
   
2. Organize the Summation views (e.g. Core Database Column View, Image View, ocrBase View, eDocs View) in a format that makes it working in Summation easy and comfortable for you.
   
   
3. Open the "LAYOUTS" menu by clicking on the Layouts Tool button.
   
   
4. Select the “Save Layout” option. The Save Layout dialog opens.
   
   
5. Type a brief descriptive name for the new layout and click the "Save" button.
   
   The newly saved layout will appear under the “Layout” folder under the “Case Tools” folder in the Case Explorer tree.
   
   You can organize the layouts in the “Layouts” folder by dragging them and dropping them in the desired order.

1. Create and save the layout as described in the Saving Layouts section above.
   
   
2. Right-click on the newly saved layout in the “Layouts” folder (under the Case Tools folder in the Case Explorer tree).
   
   
3. Select the “Add as a General Layout” option.
   
   
4. Repeat steps 1 and 2 for other layouts you want to designate as “General Layouts” and make available from other Summation cases.
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1. Create and save the layout as described in the Creating General Layouts section above;
   
   
2. Right-click on the “Layouts folder” (under the Case Tools folder in the Case Explorer tree);
   
   
3. Select the “Refresh General Layouts” option; All “General Layouts” will be displayed in the “Layouts” folder.
   
   
   

Sharing Layouts

Steps

1. Create and save layouts as described in the Saving Layouts section above;
   
   
2. Create a “Layouts” folder in the top section of the Case Explorer tree (the shared area in a network system).
   
   To create a “Layouts” folder in the top section of the Case Explorer tree: right-click on the case name in the top section of the Case Explorer tree;
   Select the “Create New” option; Select the “Folder” option; Select the “Layouts folder” option from the “Folder Type” drop-down list; Type a descriptive name, other than the default (“Layouts”), if you so choose; Click “OK”; The new “Layouts” folder should be displayed in the top section of the Case Explorer.
   
   
3. Drag the layout you want to share from the “Layouts” folder in the Case Tools section and drop it in the shared “Layouts” folder in the top section of the Case Explorer tree.
   
   The layout will now be available by other Summation users on your Summation network system.