Using menus and toolbars

Menus and toolbars provide links to actions and tasks, and are completely independent of the navigation pane. The initial desktop window contains the main menu bar and toolbar, however, task-specific menus and toolbars are also present in other areas of the application, e.g. the Workflow Designer.

The key attribute of the main toolbar is that it is context sensitive, that is, it knows where you are in the system, what is selected and changes accordingly. For example, clicking the Create button whilst viewing the Client List prompts you to create a client, however, clicking it in the Matter List prompts you to create a matter.

Menus. Menus are accessed from the menu bar, located across the top of the screen. Menus contain lists of commands. In addition, submenus may exist where a secondary menu appears offering further commands. Extensive right-click menus provide support for doing the most common tasks. These are displayed by placing the cursor over an element you want to work with (e.g. a browse window), clicking the right-hand mouse button, and the related shortcuts are displayed. The menu options are different depending on what you click.
Toolbars. Toolbars are located along the top of the screen, underneath the menu bar, and contain shortcuts to the most commonly used actions and tasks, which are also available in the menu bar. Toolbars contain buttons, images, menus, or any combination. An additional toolbar feature are drop-down menus. These display lists of associated actions/tasks, accessible by clicking the downward arrow at the right of the button.

Shortcut keys. Where appropriate, shortcut keys let you quickly accomplish tasks you perform frequently by pressing one or more keys on your keyboard to complete a task. For example, pressing CTRL+C copies the contents of a field to the clipboard or press ALT+X closes the application.
Access keys. An access key is the underlined letter which corresponds to a menu, command or dialog box option. If your mouse is unavailable or you prefer using the keyboard, this is an alternative method of navigating. Pressing ALT (or F10) enables access keys and pressing the corresponding letter on your keyboard performs the action.