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NaviGate interface overview
NaviGate interface overview

Explore the NaviGate interface options

Anna Voloshchuk avatar
Written by Anna Voloshchuk
Updated over a year ago

All NaviGate pages comprise a fixed header with filters [1] and the main area with NaviGate entries [2].

[1] The fixed header includes:

  • Main menu

  • Global and local metadata filters and their management actions

  • Search field

  • Chatbot, Help, and Profile menu buttons

  • Informational banners that you can flip through or hide

[2] The main area includes:

  • Tabs with the categorized NaviGate entries

  • Sort by field

  • List/grid view switcher

By default, NaviGate opens on the TEMPLATES tab as its home page with the entries sorted by name.

You can find the + button in the bottom right corner on all the tabs but MY LIST and TEMPLATES, You can use this button to add new entries.

After adding an entry, click its card to view the entry details on the OVERVIEW page.

Here, you can open brands, content packs, and portfolios to view their contents.

On the OVERVIEW page of channels and media, you can:

  • Open the entry in Viewer with the VIEW button.

  • Send a localization request with the ASK FOR LOCALIZATION button. Fill in the required fields in the pop-up that appears.

  • Select the required option from the more options menu.

  • View the related channels on the following tabs:

    • EMAIL FRAGMENTS USED displays email fragments added to the selected email. To unlink the email fragment, go to this tab, hover over the required card, and click . Available for channels converted from Veeva Vault.

    • USED IN EMAILS displays emails that contain the selected email fragment.

    • MODULES USED displays modules added to the selected channel. The modules removed from the storage don't appear on this tab. Available for channels with modules uploaded from NaviGate.

    • USED IN CHANNELS displays the channels that contain the selected module.

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