Advanced Layout Changes

For more advanced layouts of the IPRO Eclipse workspace, different regions can be used. Note:

  • Tabs can exist within these regions.

  • The Documents or related tab is treated as a single component with three panes that can be expanded/collapsed (case table, Record View, and Relationships/Tally panes).

  • Most tabs can also be “freestanding,” meaning they can exist anywhere within the IPRO Eclipse workspace (within the browser).

  • The Document Details pane can be undocked (freestanding outside of the workspace), including on a separate monitor if you are using dual monitors.

This page contains the following content:

Guidelines for Advanced Layouts

You can best learn what all of the areas and layout options are by experimenting in IPRO Eclipse using the procedures explained in this section. The following table explains which components within IPRO Eclipse can be moved.

Component/default location

Details

Case View (left slideout pane)

Components:

  • Case Details Dashboard

  • Documents

  • Batches

  • Advanced Search

  • Analytics (optional)

  • Reports

  • Case Administration

  • The Case View pane can be moved or freestanding within the IPRO Eclipse workspace.

  • Any item opened from this pane becomes the active tab in the case pane.

  • If the Case View pane is moved, selecting one of the items in the pane may redock it on the left side of the workspace (depends on selection).

Documents (or related) tab (center)

  • Tab corresponding to Case View pane selection

  • Other components depending on what is selected (see details)

  • The active tab in the case pane can be moved or freestanding within the workspace.

  • If the Documents, Batch, Search Results, or Analytics tab is selected, the case pane area includes the Record View and Relationships/Tally panes (whether collapsed or visible). These items cannot be moved separately, but they can be expanded and collapsed.

  • If a cluster has been selected, the Concept Wheel tab displays behind the cluster results. This tab can be moved separately within the IPRO Eclipse workspace.

Document Details (right slideout pane)

Components:

  • Image

  • Native Viewer

  • Extracted Text

  • Production

  • Transcripts

  • The Document Details pane can be moved or freestanding within the workspace.

  • This pane can also be freestanding outside of the workspace, including on a separate monitor when dual monitors are used.

  • Individual tabs cannot be moved separately.

Tags (rightmost slideout pane)

Components:

  • Document Tags

  • Page Tags

The Tags pane can be moved or freestanding within the workspace.

Individual tabs cannot be moved separately.

 

Create a Freestanding Tab or Slideout Pane

To make any movable component freestanding, complete the following steps:

  1. If the needed component is collapsed, open and pin it by clicking .

  2. Point to the component’s tab or title bar, then drag.

  3. Continue dragging until the item is in the desired location within the browser area, then release the mouse button.

  4. As needed, resize the freestanding item by clicking and dragging any border.

Undock Document Details Pane from Eclipse

Complete the following actions to work with the Document Details pane outside of the IPRO Eclipse workspace (including on a separate monitor):

  • The Document Details pane is available when the Documents, Batch, Search Results, Advanced Search, or Analytics tabs is in the case pane.

  • To detach the pane, click in the Document Details pane title bar as shown in the following figure:

  • You can click this button whether the pane is open or collapsed.

  • Use standard Windows actions to move and resize the detached pane.

  • To return the Document Details pane to the IPRO Eclipse workspace, click its close button, . The pane will be returned to its default position.

Arrange the Components

The key to moving tabs to different regions is a set of alignment markers, shown in this figure. These markers indicate the regions in which IPRO Eclipse components can reside.

When you drag components in the IPRO Eclipse workspace, these markers appear in the center of the workspace and also in each individual area (depending on where the component being dragged is). In addition, selected areas highlight as you position the mouse pointer over the different alignment markers.

The best way for you to learn about workspace layout possibilities is to drag components to different alignment markers. You will see the different areas highlight and become familiar with the options available.

To return to one of your site’s predefined layouts, select it from the main IPRO Eclipse toolbar.

Move a Component to a Different Region

To move a component to a different region of Eclipse, complete the following steps:

  1. If the needed component is collapsed, open and pin it by clicking .

  2. Place the mouse pointer over component's tab or title bar, then drag.

  3. Continue dragging until the pointer is over the alignment marker of the desired location and the region is highlighted, then release the mouse button. The following figure shows one example. Note the highlighted region and the alignment markers.

  4. If needed, resize the region by dragging its margins.

Arrange Components Within the Case Pane

When the Documents or related tab is the active tab (by default, in the center case pane), Record View and/or Relationships or Tally panes can be expanded to share the space, as shown in the following example.

Take any of the following actions as needed to do your work:

  • Collapse or expand different panes by clicking the , , , or .

  • Increase the size of a pane by dragging its separator, .

  • Use the Arrange Views button, , in the center of the separator bar between the Record View pane and other pane (Documents, Batch, etc.), to lay out panes as follows:

    • Switch the order of panes from top to bottom or from left to right (depending on current pane arrangement) by selecting or .

    • Stack the panes or arrange side-by-side by selecting or .