Overview of Jarvis interface

When you first log into Jarvis, you directly arrive on the Dashboard menu.

Jarvis interface consists of a sidebar listing all the menus (left side of your screen) and a navbar that lists shortcuts to different features including the Settings or the Help Center (in the top right corner of your screen).

1. 1. Menus on the left sidebar

To the left side of your screen, the sidebar allows you to access Jarvis menus. Simply mouse over them and click on it to access one of them.

The menus available are:

• Dashboard: follow your activity.
  
• Contacts: find all the contacts and clients of your practice.
  
• Mails: access your mailbox.
  
• Calendars: plan the events of your days.
  
• Tasks:create and track the progress of your tasks
• Matters: find all your files on Jarvis
  
• Document workflows:validate your documents internally
  
• JarvisDrive: store your file documents online by folders
  
• Billing: access billing tools (proformas, issued invoices,...)
  
• Reportings: access advanced reporting
  

2. Shortcuts in top navbar

In the top right corner of your screen, you will find:

• Access to e-Barreau
  
• Jarvis Connect: Jarvis videoconference tool
• Online Help Center
  
• Notification center
  

• The quick-add button (+) to quickly enter time entries, add new contacts or cases,...
  

• Timer
  
• Settings by clicking on your photo or your initials
  

3. The Help icon in the bottom left corner

This is the green question mark icon located in the bottom left corner of your screen.

Via this button, you can reach out to contact our Customer Care team:

- By filling out the form send it (add a ticket)

- By opening a chat window

Learn more about the Dashboard here.

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