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Navigating to the Client List (Desktop)

What it is: The two ways to return to the main Client List screen when you are inside an open client file.

What it's for

The Client List (also called the Main Client List) is the home screen of Draftworx Desktop, where all client files are managed. When working inside a client file, you need to navigate back to the Client List to open a different file, create a new one, or perform file-level actions.

How to do it

Option 1 — Folder icon: While inside a client file, select the Folder Icon in the toolbar. This takes you directly to the Client List screen.

Option 2 — Draftworx menu:

  1. Select the Draftworx Icon (the main menu button).
  2. Select Clients List.
  3. You are now on the Client List screen.

Source

https://draftworx.helpjuice.com/desktop/draftworx-desktop-navigating-to-the-client-list

Walkthrough: https://scribehow.com/viewer/Draftworx_Desktop_Navigating_to_the_Client_List__DX056__F63qnpKPSl2OB1l9R0VWMQ