Explorer

User interface

After signing in to SimplyTag, you get directly to the explorer:

1 In the menu bar, you will find the SimplyTag sections.

2 This area lists any directories, projects, or elements that are uploaded or created manually in SimplyTag.

Symbols

• Projects transferred from the interface are displayed as a directory if they were transferred from program version 12.2 or if they were transferred from program version 12.4 without a premium partnership.
• Projects transferred from the interface are displayed as a project if they were transferred from program version 12.4 and with a premium partnership.

3 Enter a search term to find projects, directories or elements.

4 Click the gear icon to change the settings for SimplyTag or to sign out.

5 In this section you will find regulatory and legal information on the use of SimplyTag.

Open directory or project

• Click a directory or project to display the elements contained in the directory or to display the project overview.

Create a new directory

• In the explorer, click "New" > "Create directory":
  
• Enter a directory name and click "Create".

Create new project

• In the explorer, click "New" > "Create project":
  
• In the next form, enter the data for the project:
  
  • Project name
  • Project number
  • Description
  • Start
  • End
• Select the "Enter address" option to enter an address for the project:
  • Address line 1
  • Address line 2
  • ZIP code
  • City
  • Country
• Click "Create". The project will then be listed in the explorer.

Create new element

Simple elements can be created directly in SimplyTag.

• In the explorer, click "New" > "Create element":
  
• In the next form, enter the data for the element:
  
  • Element name
  • Description
  • Width
  • Height
  • Profile system
  • Location of the element in the building
• Click "Create" to create the element. The element is displayed in the explorer:
  

Import CSV

• Click "New" > "Import (CSV)" to import new elements:
  
• Select the CSV file in the next form:
  

• Click "Edit" to replace the selected CSV file with another one or delete it from the selection.
• Click "Import" to import the elements. A message will appear once the import has been successfully completed. The imported elements appear in the explorer as a project with the name of the CSV file:
  

Rename directory, project or element

• Click the three dots next to a directory, project or element and select "Rename" to change the name:
  
• In the next window, enter the new name and click "Rename".

Move directory, project or element

• Click the three dots next to a directory, project or element and select "Move":
  
• In the following window, choose the directory or project to which the directory, project or element or will be moved (1):
  
• Click "New directory" (2) if you want to move the element or directory to a directory that does not yet exist. Then enter a name for the new directory.
• Click "Move" (3).
• In the next window, click "Move" to confirm the process.
• Click "To the directory" to display the moved directory, project or element in the new directory.

Delete directory, project or element

Click the three dots next to a directory, project or element and select "Delete" to delete them:

Transfer ownership

For information on how to transfer the rights of an element to another person, read "Transfers".