The Sidebar

The STP Documents sidebar offers some additional features in a collapsible window on the left or right edge of the Windows desktop.

You can search for files or folders and mark selected files or folders as favorites. Using drag-and-drop, you can import selected documents from the document list, Outlook, or Windows Explorer directly into files, folders, or registers.

The document list can be filled with documents directly from the sidebar. The user's access rights are evaluated in the process.

The sidebar can be positioned on the left or right edge of the Windows desktop using drag-and-drop. You can set the width of the sidebar to a value between 160 and 480 pixels with the mouse.

The position and width of the sidebar are saved for each user when closed and reused the next time the sidebar is started.

Click the Button << or the Button >> to hide the sidebar.

The hidden sidebar is displayed as a blue stripe on the left or right edge of the Windows desktop. Click the hidden sidebar to show the sidebar again.

From the standard DESK, you can display the sidebar via the main menu "View" > "Show Sidebar". The sidebar is displayed to the left or right of the standard DESK.

To exit the standard DESK and the sidebar, select "Application" > "Exit" from the main menu of the standard DESK.

To close only the standard DESK or only the sidebar, click the Button x.

Save Start Filter

The filter is always saved with the search term and file/folder type. The saved start filter is only evaluated for the user currently logged into STP Documents. The file or folder status is not saved. Initially, the status "Active" is always set.

If you have selected the start tab "Favorites" in Personal settings, the start filter is only pre-filled. No search results are displayed on the "File and Folder Search" tab. On the "Favorites" tab, all files and folders defined as favorites are displayed.

If you save an empty filter, all files and folders will always be displayed in the sidebar. Loading the files and folders may take some time.

The start filter is assigned to the user currently logged into STP Documents. Each user can define their own start filter.

Search Files

Enter search terms in the input field to search for files and folders. Click the Button (Start Search) to start the search with the chosen search term.

To display all files and folders, enter % or leave the input field empty.

To find all files containing the search term, enter the character %, followed by the search term.

The search considers the fields Internal File Number, Description, Client, Opponent, Court File Number, Case Handler and Folder Name. You can enter multiple search terms, separated by the ";" character. All files and folders that meet all search criteria will then be displayed.

File/Folder Type

Select a file or folder type from the dropdown list to further narrow down the search results.

The Button (Reset to Default Settings) resets the search settings. This filters by File/Folder Status "Active". To find all files and folders with the desired search criteria, select the value "All" in the File/Folder Status dropdown.

Add to Favorites

Select one or more items from the dropdown list and click the Button (Add to Favorites) to display the selected files and folders on the "Favorites" tab. If the Exchange coupling is activated, they will be automatically linked to Exchange. The favorites apply only to the user currently logged into STP Documents.

The favorites in the sidebar include files and folders. Adding a file or folder to the favorites does not affect the favorites in Classic.

The favorites on the desktop include documents. Adding a document to the favorites on the Classic desktop does not affect the favorites in the sidebar.

Context Menu for Files or Folders

The context menu for files and folders in the sidebar includes the following options:

• Show File or Folder Contents

  • "Show File Contents"
    

    loads all documents from the selected file into the document list. This also displays all documents in tabs.

  • "Show Folder Contents"
    

    loads all documents from the selected folder into the document list. This also displays all documents in tabs.

• Show File or Folder Contents Sorted Chronologically

  • "Show File Contents Sorted Chronologically"
    

    This option loads all documents from the selected file into the document list. This also displays all documents in tabs.

    The document list is sorted in descending order by chronological date.

  • "Show Folder Contents Sorted Chronologically"
    

    This option loads all documents from the selected folder into the document list. This also displays all documents in tabs.

    The document list is sorted in descending order by chronological date.

    The chronological date is determined by the value in the Date In/Out field. If this field is not filled, the value from the Created On field is used.

• "Show Contents Without Tab Assignment"

  loads all documents not assigned to a tab from the selected file into the document list. Documents in tabs are not loaded.

• Edit File or Folder Data
  

  • "Edit File Data"
    

    opens the "Edit File Data" window for the currently selected file. This allows you to edit file or folder data directly from the sidebar.

  • "Edit Folder Data"
    

    opens the "Edit Folder Data" window for the currently selected folder. This allows you to edit file or folder data directly from the sidebar.

• "Status Report"
  

  You can view a status report for each node (file, folder, and tab) in the sidebar. Click this option to create a status report for all selected nodes. In the "Generate Status Report" window, you can set the sorting (document, tasks) and a filter for task status (All, Completed, In Progress). Additionally, you can configure whether tasks and notes should be displayed.
  

  Click the Generate Button to create the status report. Generating the status report may take a few minutes.

• "Add to Favorites"

  adds the selected file or folder to the favorites in the sidebar. You can remove the file from favorites via the context menu ("Remove Favorite(s)") on the "Favorites" tab.

• "Display Levels (Info)"

  shows all display levels associated with the file or folder type.

Context Menu for Tabs

The context menu for file tabs (if available) in the sidebar includes the following items:

• "Show Register Contents"
  

  loads all documents from the selected register and all sub-registers into the document list.

• "Show Register Contents Sorted Chronologically"
  

  loads all documents from the selected register and all sub-registers into the document list. The document list is sorted in descending order by chronological date.
  

  The chronological date is determined by the value in the Date In/Out field. If this field is not filled, the value from the Created On field is used.

• "Show Contents Without Substructure"
  

  loads all documents from the selected register into the document list. Documents in the subordinate registers are not loaded into the document list.

• "Edit File Data" / "Edit Folder Data"
  

  opens the "Edit File Data" window for the currently selected file/folder. This allows you to edit file or folder data directly from the sidebar.

• "Status Report"
  

  You can view a status report for each node (file, folder, and register) in the sidebar. Click this menu item to create a status report for all selected nodes. In the "Generate Status Report" window, you can set the sorting (document, tasks) and a filter for task status (All, Completed, In Progress). Additionally, you can configure whether tasks and notes should be displayed.
  

  Click the Generate Button to create the status report. Generating the status report may take a few minutes.

• "Add to Favorites"
  

  assigns the selected file or folder to the favorites in the sidebar. You can remove the file from favorites via the context menu ("Remove Favorite(s)") of the file on the "Favorites" tab.

• "Display Levels (Info)"
  

  shows all display levels assigned to the file or folder type.

• "Remove Favorite(s)"
  

  Select the desired elements from the selection list and open the context menu with the right mouse button. Click the "Remove Favorite(s)" option. The selected elements will no longer be displayed on the "Favorites" tab.

• "Add to My Mailbox"
  

  Select one or more elements from the selection list and open the context menu with the right mouse button. Click the "Add to My Mailbox" option. The selected elements will be displayed in the sidebar with the Exchange symbol.
  

  This option is disabled if no more files or folders can be linked to Exchange.
  

  The maximum number of files or folders each user can link to Exchange can be changed by an administrator in the Kanzleieinstellungen.

• "Remove from My Mailbox"
  

  Select one or more elements from the selection list and open the context menu with the right mouse button. Click the "Remove from My Mailbox" option. The selected elements will be displayed in the sidebar without the Exchange symbol.
  

  This option is disabled if the selected files or folders are not linked to Exchange.

• "Display Levels (Info)"
  

  For each file or folder type, you can set document data as additional display levels in the sidebar. Click this option to view the set display levels in a submenu.
  

  Display levels cannot be defined or changed via the sidebar context menu.
  

  If additional display levels have been defined for the file or folder type and are included in the file or folder or in the "Documents" register, a button with an arrow will be displayed on the right edge of the sidebar.

• "Show Contents"
  

  For all files, folders, registers, and display levels, you can open a context menu with the right mouse button. Click "Show File Content", "Show Folder Content", or "Show Register Contents" to load the documents associated with the selected level into the document list. Alternatively, you can select an option and press the [Enter] key.
  

  If there are no subordinate levels, you can also load the documents into the document list with a double-click.

• "Display Levels (Info)"
  

  For all files, folders, registers, and display levels, you can open a context menu with the right mouse button.
  

  Click "Display Levels (Info)" to get an overview of all display levels defined for this file or folder type. The currently displayed display level in the "Display Levels" window is marked with an arrow.

Filter

Using the filter input field, you can filter the displayed list by a search term. Click the (Start Search) Button to apply the filter to the currently displayed display level. You can use the characters % and * as wildcards.

Examples

Case sensitivity is not considered. An "Ends with" filter cannot be realized because a % is always appended to the displayed sequence internally.

The value in the Filter field remains until the sidebar is closed.

If you open display levels of another file, another register, or another display level, everything will be displayed again in the "Display Levels" window.

Click the (Start Search) Button again to apply the filter to the currently displayed display level.