Guides
Guides
Each guide answers a “How do I do this?” question and assumes you already know what you want to do: take a loan into the exhibition, produce the loan list for the insurer, change the loan status of all objects from one lender. Terms are not explained here but linked. The definitions are in the reference , how things fit together is in background .
| Group | What it covers |
|---|---|
| Objects | Edit an object, link it to exhibitions and loans, copy it, change it in bulk, undo changes, delete it |
| Organise | Filter, search, sort, group, pin, save views |
| Views | Set up gallery, table, kanban and calendar |
| Files | Upload, assign in bulk, edit images, export |
| Import and export | Take over lenders’ Excel lists, resolve references, produce Excel and Word reports |
| Standards | Deliver data as LIDO and in other profiles |
| Libraries | Maintain authority data, addresses, locations and events |
| Wall planner | Fill walls and rooms to scale, walk through them in 3D, output them as PDF |
The groups follow the working day: first the single object, then the selection, then how it is displayed, after that files, import and export and the shared libraries. Planning the hang comes last.
Two areas have handbooks of their own. If you create projects, fields, layouts and permissions, you will find that under Setup and administration . If you write Word templates for loan agreements and object lists, under Word templates .