Menu Toolbar

The toolbar menu at the top of the screen provides quick access to various categories of functions and features within the application. Each category serves a specific purpose to help you navigate and work efficiently. Below is an overview of the toolbar menu categories and their high-level descriptions:

Category Description
Home Navigates to the home page.
File Includes actions related to the project files and documents. You can use this category to perform actions such as saving, exporting, importing, and creating new files.
Edit Includes tools and actions that enables you to manipulate the content of your project canvas. You can use this category to perform actions such as cut, paste, undo, and redo.
View Enables to control the visibility of various panels and elements within the application. You can use this category to hide or enable panels, adjust the layout, and customize your workspace to suit your preferences.
Execute Enables to run your project. You can use this category to run your project, initiate processes or simulations based on the nature of your work.
Tools Enables to create and manage documents. You can use this category to create and edit documents specific to your current automation project. The documents are user-defined with an option to add fields used for extracting data. The fields can be text, number, or table.
  1. Click Manage Document Type. The Create Document screen is displayed.
  2. Specify a document name and click Add. For example, Purchase order.
  3. Click the specified document name in the Available Documents section to display the Add Fields screen on the right of the page.
  4. Specify the name of the field you want to extract, select the type of data to be extracted, and click Add.
  5. Click Save.
See, Extract Data section for details on extracting data.
Help Provides information on the version of the application being used.