ArchiOffice includes user-friendly navigation options like the navigation bar, tabs, Dashboard, action drop-down lists, links, spreadsheet-like grids and other user interface elements. The following information covers the most frequently used navigation options in ArchiOffice.
Security permissions determine what features, functions and information
you can access and view.
The ArchiOffice version number displays at the top left side of the ArchiOffice screen.
The name of the currently logged in user always displays at the top of the ArchiOffice screen, adjacent to the master drop-down list.
This list is located at the top of the ArchiOffice screen, next to the user ID. Click the drop-down arrow to display the options. The options available on this list include:
Logout
Select this option to logout of ArchiOffice. For security purposes, we highly recommended that you log out of the system after completing your work.
Change Password
Opens the Change Password screen, which allows you to change your ArchiOffice login password. You must enter your old and new password, and then confirm the change.
Preferences
The Preferences component gives the system administrator access to set up general system preferences, general defaults, logos, document paths, web access, accounting settings and more.
Sync
This option is used to initiate synchronization between ArchiOffice and external applications such as Microsoft Outlook, Entourage or Apple Calendar.
Accounting
Select this option to send data to or get data from your QuickBooks company file and configure synchronization settings.
User Forum
Takes you to the ArchiOffice Facebook page where ArchiOffice users interact with each other, post feedback and ask questions.
Renew Subscription/Buy Now
In case of a new user during the 15-day evaluation period, the Buy Now option is visible that redirects to the BQE Ready-To-Buy web page, where you can purchase a licensed version of the software.
Assist
BQE Remote Assist allows a BQE professional to view your computer screen remotely and work on it over a secure online connection. By using the BQE Remote Assist service, you agree that during this session, the BQE professional may record your communications and remote session.
Use the navigation bar to move between the main modules of ArchiOffice and its Dashboard.
Most of the tabs and sub-tabs of ArchiOffice have a row called a button panel. While the available options vary, the following are the most common items available on the button panels:
Clicking this option opens the ArchiOffice online help file.
Depending on the currently displayed screen, clicking this button either generates a mini report based on the information current screen or a screen-shot of the screen.
Search 
Use this search field to locate records quickly using any criteria for searching (that is, first name, last name, project ID, etc.). The field's predictive search instantly display results as you type in this field.
Click this drop-down arrow to access to options available for the currently viewed screen (for example, delete, new, add, find, My List, etc.). The options vary based on the module or screen being used.
ArchiOffice has sub-tabs in screen such as Contacts and Projects that list related information from other parts of the system (for example, documents, events, and projects). These are referred to as portals. They are similar to the widgets on the ArchiOffice Dashboard.
The record navigator is available on the bottom of certain screens such as Contacts, Time/Expense, and Projects displaying a found set of records. Use the navigating links to move quickly through pages of listed records.
Button |
Function |
|
|
First Record |
Click to go to the first record in the found set of records. If you are on the first record in the found set of records, you will remain on the first record. |
|
Previous Record |
Click to go to the previous record in the found set of records. If you are on the first record in the found set of records, you will remain on the first record. |
|
Next Record |
Click to go to the next record in the found set of records. If you are on the last record in the found set of records, you will remain on the last record. |
|
Last Record |
Click to go to the last record in the found set of records. If you are on the last record in the found set of records, you will remain on the last record. |
