> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/end-users/using-the-side-panel.md).

# Using the Side Panel

Learn how the panel behaves across modules and how to interact with it effectively.

## Overview

The **side panel** is a collapsible panel on the right side of the screen that allows you to view detailed information about selected items—such as documentation or tasks—without leaving your current workspace.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FOqAKlKGALKEuP6RS1wgz%2FIMS-V16-Library-Sample.png?alt=media&amp;token=f6078aab-0261-4898-ab74-6ad5c55f1ad5" alt=""><figcaption></figcaption></figure>

***

## Opening the Side Panel

You can open the side panel from several areas across the platform.

{% tabs %}
{% tab title="Home or Favorites" %}
Click an item card.
{% endtab %}

{% tab title="To Do" %}
Click a task in the list.
{% endtab %}

{% tab title="Library" %}

* Select **View Details** from the **More Items** ( **⋮** ) menu, or
* Use one of the following shortcuts:
  * **Library Tree:** Select a child item (one without sub-items).
  * **List View:** Double-click a child item.
  * **Toolbar:** Click **Details** for the currently selected item.
    {% endtab %}

{% tab title="Apps" %}

* Select an item from the **App Tree**, or
* Click an item card in the **Gallery View**.
  {% endtab %}

{% tab title="History" %}
Click an item in your recently viewed list.
{% endtab %}
{% endtabs %}

{% hint style="success" %}
The side panel remains open as you navigate between items unless you close it manually.
{% endhint %}

***

## What Information Is Displayed?

The content shown in the side panel depends on the selected item and may include:

* **Metadata**: Title, version, status, and related attributes.
* **Documentation-Specific Visualizations**: Process maps, document previews, risk matrices, performance thresholds, and more.
* **Linked Documentation**: Associated items such as risks, rules, documents, and responsibilities.
* **Available Actions**: Edit, Posts, Favorite, Tools, and other contextual actions.

<details>

<summary><strong>Understanding Panel Messages</strong></summary>

In the **Library**, the side panel displays contextual messages based on your current selection:

#### No Selection or Multiple Selections

> **Select an object to view details.**

This message appears when no object or multiple objects are selected. The panel supports viewing details for only **one** object at a time.

#### Module or Empty Object Selected:

> **This object is currently empty.**

This message appears when a module or an object with no content is selected.

</details>

{% hint style="warning" %}

#### Feature Availability

* Some features require specific permissions. Contact your administrator to request access.
* Features may also be limited during phased rollouts (see <mark style="color:orange;">**Phase 1 Limitations**</mark>).
  {% endhint %}

<details>

<summary><mark style="color:orange;"><strong>Phase 1 Limitations</strong></mark></summary>

Currently, the following features are available only in EPC:

* Documentation **creation and editing**
* **Object Book** generation
* **Tools and actions** such as localization, publication management, compare, track changes, print, etc.

→ For more instructions, see [**Managing Objects in EPC**](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FsC6xpxKWzgfdLZYH91Ka%2FEditing%20Objects%20in%20EPC.pdf?alt=media\&token=3dec07d1-bc9f-4ad8-bf4b-49a322e167f5).

{% hint style="info" %}
These features will be incorporated into future releases.
{% endhint %}

</details>

***

## Interacting with the Side Panel

You can interact with the side panel in the following ways:

{% stepper %}
{% step %}

### Navigating Within the Panel

* Use the **Section Navigator** to jump between sections.
* Use the **breadcrumb trail** to return to previous views.

***

{% endstep %}

{% step %}

### Resizing the Panel

* Drag the left edge of the panel to adjust its width for better readability.

***

{% endstep %}

{% step %}

### Expanding the Panel

* Click the **Full Screen** ( <i class="fa-expand">:expand:</i> ) icon to maximize the panel.
* Click the **Exit Full Screen** ( <i class="fa-compress">:compress:</i> ) icon to return to the standard view.

***

{% endstep %}

{% step %}

### Closing the Panel

* Click the **X** icon to close the side panel and return to the main view.

***

{% endstep %}
{% endstepper %}

***

## Using Overlay Panels

Overlay panels open on top of the current side panel, allowing you to view related items in more detail without losing your place. You can open an overlay panel by double-clicking an item or selecting the **Open in Side Panel** (<img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2Fv5qSzBbkuB4q6tt2RzOj%2FIMS-V16-NAV-Library-Icons-22.svg?alt=media&amp;token=f3a78b5b-76e9-493a-8795-805f78ba4335" alt="" data-size="line">) icon.

#### How It Works:

* Displays detailed information for the selected item.
* Retains standard side panel functionality, including resizing and full-screen mode.
* Use **Back** ( <i class="fa-arrow-left">:arrow-left:</i> ) or **Close** ( <i class="fa-xmark">:xmark:</i> ) to return to the previous view.
* Restores the original panel state when closed.

***

## Learn More

Looking for more details about actions available in the side panel? Explore below!

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Favorites</strong></td><td>Bookmark frequently used content for quick access.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FPMH8kr5AwXL4eviwtoen%2FIMS-V16-NAV-Library-Icons-56.png?alt=media&amp;token=c84e1059-b6d7-4f9e-8391-ec93ecc8dbad">favorites icon.png</a></td><td><a href="/interfacing-help-files/end-users/favorites.md">Managing Your Favorites</a></td></tr><tr><td><strong>Versioning</strong></td><td>Track documentation edits, milestones, and publications.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FGJ0QNaDpgyH3hAbR4Ixb%2FIMS-V16-NAV-Library-Icons-57.png?alt=media&amp;token=53ad0573-1b1b-40ed-be32-e0533315a16b">history icon.png</a></td><td><a href="/interfacing-help-files/end-users/library/exploring-the-details-panel/versioning.md">Versioning</a></td></tr><tr><td><strong>Posts</strong></td><td>Ask questions, report incidents, or share feedback on documentation.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F4pluvbTSJoGkT5Li7EzG%2FIMS-V16-NAV-Library-Icons-123.png?alt=media&amp;token=d346164d-d89d-4d55-af22-a02863a0eea2">IMS-V16-NAV-Library-Icons-123.png</a></td><td><a href="/interfacing-help-files/end-users/participating-in-posts.md">Participating in Posts</a></td></tr><tr><td><strong>Share</strong></td><td>Send items to colleagues for collaboration or review.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2Flhw1Mxk6sDl4MnRfywDQ%2FIMS-V16-NAV-Library-Icons-67.png?alt=media&amp;token=98db69e4-88c1-4b11-b36a-b1241a87c0e4">IMS-V16-NAV-Library-Icons-67.png</a></td><td><a href="/interfacing-help-files/end-users/library/sharing-documentation.md">Sharing Documentation</a></td></tr><tr><td><strong>Working on Tasks in Documentation</strong></td><td>Manage and view your tasks to keep everything centralized in one place.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F0lNJm2TzTpOiToOBiwil%2FIMS-V16-NAV-Library-Icons-52.png?alt=media&amp;token=a21ba588-ff4c-425e-ad2d-ab73d834248a">IMS-V16-NAV-Library-Icons-52.png</a></td><td></td></tr><tr><td><strong>Download Documentation</strong></td><td>Easily download items to view offline or edit them.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FSglZaMObhvzQeNAQWdG9%2FIMS-V16-NAV-Library-Icons-129.png?alt=media&amp;token=88b14331-b3d4-48ba-813c-7c66a884c215">IMS-V16-NAV-Library-Icons-129.png</a></td><td></td></tr><tr><td><strong>Generate an Object Book</strong></td><td>Generate a structured report for an item.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FSJ799pD0jrn2rJE4FudX%2FIMS%20Icons%20(15).png?alt=media&amp;token=d6fea9b3-7a47-4cdc-ad3a-8843ab77426a">IMS Icons (15).png</a></td><td></td></tr></tbody></table>


---

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