Project and element overview

User interface

After signing in to SimplyTag, you get directly to the project overview:

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

2 All projects/directories that are transferred or added manually are listed here.

3 Enter a search term to find projects 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 project / directory

• Click a project/directory to view the elements it contains in the element overview:
  

Create new directory

• In the project or element overview, click "New" > "Create directory":
  
• Enter a directory name and click "Create":
  

Create new element

You can also create simple elements directly in SimplyTag.

• Click "New" > "Create element" to create a new 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 element overview:
  

Import CSV

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

• Click "Import" to insert the elements. A new directory with the imported elements will appear in the project overview/explorer:
  

Rename element or directory

Click the three dots next to an element or directory and select "Rename" to rename it:

Move element or directory

• Click the three dots next to an element or directory and select "Move" to move it:
  
• In the following window, choose the directory to which the element or directory will be moved (1):
  
• Click "Create 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 following window, click "Move" to confirm the process:
  

Delete element or directory

Click the three dots next to an element or directory and select "Delete" to delete it:

Transfer ownership

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