Navigating the app

What you'll learn#

• The three main regions of the VAT Portal screen
• How to move between pages using the sidebar
• What the header contains and what each control does
• What the Dashboard (home page) shows you
• Why some pages or modules may not appear for you

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The three regions of the screen#

Once you sign in, every page in VAT Portal is laid out the same way:

• Sidebar (left) — your main way of moving between modules and pages.
• Header (top) — current company, user menu, theme and language controls.
• Main content — the page you're currently on.
• Footer — a small line at the bottom crediting AMR Solutions LLC.

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The sidebar#

The sidebar is your table of contents for the whole app.

Top of the sidebar

• The VAT Portal logo.

Middle of the sidebar

• A single Dashboard link at the top — always visible, takes you to the home page.
• A list of module groups below it, each one expandable. Typical groups include:
  • Document Flow — documents, document types, approval flows, my tasks, and (for admins) workflow admin.
  • Utilities — additional fields, filters, and other supporting features.
  • Human Resources — departments, positions, employees.
  • Settings — users, groups, and other administrative tools.

Click a module group to expand it — a small arrow rotates to show it's open, and the pages inside appear indented below, with a thin vertical line on the left. Click any page to go there. The page you're currently on is highlighted with a colored bar on its left edge.

Bottom of the sidebar

• A Collapse button that shrinks the sidebar down to just icons. In collapsed mode, hovering over an icon shows its name as a tooltip. Click the button again to expand back.

Why some modules or pages might not appear#

The sidebar only shows what your admin has given you access to. If a teammate has a module or page in their sidebar that you don't, that's normal — they have different permissions.

If you expected to see something and it's missing, contact your admin. They can grant or adjust access for your account. See also: Troubleshooting > I can't see a page in the sidebar.

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The header#

The header runs across the top of every page. Left to right:

Company name or company switcher (left side)

• If you only belong to one company, you'll see its name displayed as plain text.
• If you belong to more than one company, you'll see a dropdown to switch between them.
• Admin users see a dropdown of all companies in the system.

See Switching between companies for details.

Theme toggle (sun / moon icon)

• Switches between light and dark theme. See Language and theme.

Language switcher (az / en / ru)

• Switches the interface language. See Language and theme.

User icon (person silhouette, far right)

• Click to open a dropdown showing:
  • Your name and email at the top.
  • Profile — opens your profile page.
  • (Admin-only) Create Company, Manage Modules, Disable Company.
  • Logout — signs you out.

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The Dashboard (home page)#

Clicking Dashboard in the sidebar (or the logo) takes you to the home page. Here you'll find:

Greeting and date

• "Good morning / afternoon / evening, {your name}" and today's date.

Module tabs (only if you have access to more than one module)

• Lets you switch which module's dashboard you're looking at.
• If you only have access to one module, the tabs are hidden and that module's dashboard is shown directly.

Document Flow dashboard shows:

• Four summary cards — Documents, Document Types, Approval Flows, and My Tasks. Each card shows the count and a breakdown by status. Click any card to jump to that list.
• My Tasks card — color-coded to tell you at a glance:
  • 🟢 Green border — you have no tasks waiting.
  • 🟡 Amber border — you have tasks, but none are overdue.
  • 🔴 Red border — you have overdue tasks.
• Quick Actions — shortcut buttons to Create Document, Browse Documents, My Tasks, and Approval Flows.
• Recent Documents — the 8 most recently created documents, each clickable to open.

Other modules (HR, Settings) currently show a Coming Soon placeholder on the dashboard — their full pages are still reached through the sidebar.

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Moving around#

A few navigation patterns used throughout the app:

• Click a row in a list — opens the detail page for that item.
• Click a module icon in the sidebar — expands/collapses the group.
• Click the logo or the Dashboard item — returns you to the home page.
• Use the browser's Back button to return to the previous page — it works normally throughout the app.
• Bookmark any page — URLs are stable. For example, bookmarking /docflow/my-tasks will open My Tasks directly next time (after you sign in).

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Common questions#

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