Register Hub - Overview
This video walks through the Register Hub interface, showing how to access registers from the homepage, create new registers, manage templates, and navigate key sections like Favorites, Archive, and Drafts.
Transcript
From your homepage, click the nine dot icon in the top left hand corner and select Register Hub. Home gives you an overview of all registers saved on the system. In the top right hand corner, see a search function. Clicking the plus icon allows us to add a new register. We can sort by title and if we click the star, this will show us only favorited registers. Click on the yellow star icon to add a register to favorites.
Going back to the left hand side bar, we look at Templates. This gives you a view of all existing templates on the system. In the top right, you can search templates and pressing the plus icon allows you to create a new template.
Click on Archive to view all registers archived for your company. Under Drafts, you can view all registers that are currently in the process of being created. In the top right hand corner, pressing the plus icon will allow you to add a new register and the bin icon will delete all drafts that are currently stored. Alternatively, you can delete individual drafts using their individual delete buttons.
Lastly, on the sidebar we have a main search function which allows you to search the entire Register Hub.
Transcript generated from the video's captions.
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