Getting around

The sidebar, the modes, and how Aevy is organized.

Vocabulary

If a word here is new to you (asset, system, suggestion), the core concepts guide defines them all.

The sidebar

The sidebar is the fixed column down the left of every page. It stays put as you move around, and it holds five things, top to bottom.

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1. Organization and mode. Which company you are in, and which mode you are working in.
2. The menu. The main pages: Portfolio, Documents, Reminders, and the rest.
3. Favorites. The assets and saved views you have starred, for one-click access.
4. Assets. Every asset you can see, in one list.
5. Your account. Settings, support, and sign out.

The menu

The menu is your way into the main pages. What each one holds:

1. Portfolio. Your starting view across all of your assets.
2. Documents. Every document synced from your sources, searchable and filterable.
3. Reminders. Dated tasks, recurring or one-off, so nothing slips.
4. Punchlist. The defects and issues to track and close out.
5. Events. Dated milestones and activities across your assets.
6. Compliance. Requirements and obligations to keep on top of.
7. Contacts. The people and companies tied to your assets.
8. Suggestions. What Aevy proposes from your documents, waiting for your review. The number next to it is how many are pending.

Modes

A mode is the lens you work through, and it shapes the menu to fit the job. The modes are Asset Management, Due Diligence, and Owner. To switch, click the organization name at the top of the sidebar and choose one under Mode. That menu is also where you move between organizations, if you belong to more than one.

Note

Which modes you can use, and which pages each one shows, depend on how your organization is set up. If a page you expect is missing, check which mode you are in.

The mode menu. The current mode carries a check; the others switch you across with one click.

The rest of the sidebar

The Assets section lists every asset you have access to, sorted by name; click one to open it. Favorites sits just above it as a shortlist: star an asset or a saved view and it rises to the top, so your daily few are not buried in the full list. The favorites and pinning guide covers how starring works. At the very bottom sits your account: open your name for settings, a link to support, and sign out.

The account menu, at the foot of the sidebar.

The chat panel

One thing lives outside the sidebar: Squirrel, the AI asset manager, opens from the right edge of any page. Ask it a question in plain language and it answers from your own documents and records. Point it at a specific record by typing @ in the composer; the mentions guide covers how.