Navigating the app

The app has one consistent layout: a sidebar on the left for moving between areas, breadcrumbs across the top showing where you are, and the working area filling the rest. Once you know the two page patterns — the list page and the record workspace — you know the whole app.

​

The sidebar

The top group is the work areas: The bottom group holds account and company controls:

​

The record workspace

Every record — a submission, quote, policy, event, exposure, or directory entry — opens into the same kind of detail page: a header with the record’s name, status, and an Actions menu, and a row of tabs underneath. The first tab is the record’s own fields; the rest attach related work to the record so everything about it lives in one place. Which tabs a record has depends on its type: A few notes on reading this table:

• The shared tools work the same everywhere they appear. Files, notes, and forms behave identically on every record type — see Files & notes and Generating forms.
• Cross-reference tabs are live lists. An exposure’s Policies tab, a policy’s Events tab, and so on are real list tables of the related records — filterable and column-editable like any list.
• Tabs follow your permissions. A tab you can’t read doesn’t render, so two users can see different tab sets on the same record.

​

List pages

Each work area opens on a list page: the page title and action buttons (such as Edit Columns and Export) across the top, a filter toolbar, and the table itself. Selecting a row opens that record’s workspace.

​

Filtering

Select Add Filters to open the filter panel: pick a field from the list on the left, then set the condition on the right. The input matches the field’s type — a date field offers date ranges, a dropdown field offers its choices, a currency field offers amount comparisons, and so on. Fields that can’t be filtered are grayed out. Active filters appear as pills below the toolbar — select a pill’s × to remove that filter. On some tables (mostly embedded tabs and pickers) a free-text search box sits alongside the filter button.

​

Sorting

Click a column header to sort by it; click again to flip the direction. Not every column is sortable — sortable headers show it on hover.

​

Choosing columns

Select Edit Columns to control what the table shows. The dialog has two lists — visible columns and the remaining available ones. Drag columns to reorder, move them between the lists, and search the available columns to find the one you want. Every field configured on the record type is available as a column, plus system columns like created and updated dates.

​

Saved views

A column arrangement you like can be kept as a saved view, managed from the Saved Views dropdown and its ⋮ menu inside Edit Columns: Views shared by teammates appear in the dropdown under Shared with me. You can apply them, but only the owner can change them — to tweak one, save your own copy. See Exports & saved views for the full story, including export presets.