Home → Client Onboarding → Management/Operations → About the EOS Client Onboarding Toolbar
2.5. About the EOS Client Onboarding Toolbar
The EOS Client Onboarding toolbar displays several components. When used together, they enable access to simple management and administration features.
Form Selection Drop-Down List
This drop-down list, the primary option in the interface, allows you to determine which form will be manipulated by other toolbar buttons. The list itself contains the unique identifier and full description of each form that you can access.
Note: EOS Client Onboarding customers will usually have only one form.
When the form is selected, you can run the form. You can also search for documents generated from the form.
Run
Once the form has been selected using the Form Selection drop-down list, clicking run opens the item in the Document Viewer, and allows you to begin entering data.
Search
The search option allows you to locate and retrieve previously saved forms.
After selecting your form, selecting search will list all relevant content to which the specific user has access. You may select from previously saved search parameters or create new criteria.
Browse
The browse option opens the Browse dialog box, which allows you to view and manipulate folders and files in your directory structure.
User Profile
The interface is also defined by individual user profile parameters, which can be set using the profile button. This user information is established according to the user's role within the organization's EOS Client Onboarding community.
For more information, see Customizing Your User Profile.
Help
The help option provides a method for accessing EOS online help/documentation, opening a support ticket with the development staff, or viewing your license agreement. The current EOS Client Onboarding system (LincDoc) version information can also be found here.
Windows
The windows button provides you with access to the list of currently opened windows (if any), and allows you to optionally tile the open windows on the workspace.
Hidden window are shown in italics, and can be re-displayed by selecting them.
Logout
Closes the current EOS Client Onboarding session.