Sidebar Navigation

🔛 Enabling the Sidebar View

1. Click the Profile menu in the top right.
2. Select My Settings.
3. Click Enable Sidebar!

👀 Sidebar Overview

1. Click your firm's logo to return quickly to the Active Projects page.
2. Collapse and open the sidebar.
3. You can click to Search across Truss! More details in our Search Everything article.
4. Open Notifications.
5. Open and utilize Max AI.
6. The main section houses links to your most used areas:
   1. Projects
   2. E-Signatures
   3. Contacts
   4. Entities
   5. Drive
   6. Truss Prep (if enabled)
   7. Sales Tax (if enabled)
   8. IRS Connect (if enabled)
   9. Payments
   10. Send Returns
7. Click to open a menu for all of your templates:
   1. Checklist, Email, Engagement Letter, Worksheet, Drive Folder, and Return Task.
8. Client Tools houses the following features (click to open):
   1. Upload your Organizers
   2. Upload your Returns
   3. Upload Scanned PDF
   4. Scheduled Messages
   5. Forms
   6. File Shares
   7. Client Invites
9. What's New displays our most recent product updates, and you can also provide product feedback!
10. Hover over your Profile menu to expand and display the following options:
    1. My Settings
    2. Integrations
    3. Organization Settings (Full Permissions required)
    4. Refer & Earn
    5. Contact Support
11. Click the Truss icon or the arrow to the right to expand or collapse the menu as well!