Interface and search

The sidebar on the left is the way to the areas of procuris. The tenders sit at the top, below them the Organization group with the details of your company, and at the bottom settings, billing and help. At the very bottom a card shows which organization you are working in.

Top of the sidebar: tenders

Middle of the sidebar: the Organization group

The Organization group holds what defines your company and who works with you. All eight entries belong to the active organization, whose name sits in the card at the bottom. If you switch organizations, the entries show that organization's content, for example a different company profile and different members.

Bottom of the sidebar: settings and help

The bottom of the sidebar holds entries you need less often. The Getting started list and the Pro trial card sit above them and only appear under a condition.

At the very bottom sits the card of your organization with its name and your name. A click opens a menu with Switch organization, Create organization, Account settings and Sign Out. Account settings opens the same Account area as the Settings entry.

At the top next to the logo, the bell opens the Inbox with your notifications. You choose which messages you receive by email and in the app under Settings › Notifications (Settings).

The chat window lies over the pages of the app and keeps the conversation when you change pages. You can minimize it, but you cannot close it. From Pro, the chat answers questions about using procuris from this documentation. The chat then shows the line Help page read and below it the title of the page as a link. What else the chat can do is described under Chat.

Collapse the sidebar

When collapsed, the sidebar only shows icons. If you hover over an icon, its name appears. You collapse and expand the sidebar with ⌘ B (Mac) or Ctrl B (Windows), or with a click on its right edge.

When collapsed, the bell for the Inbox, the Getting started list and the Pro trial card are missing. Expand the sidebar if you want to see your notifications or the days left in the trial.

On a smartphone the sidebar is hidden. The menu icon at the top left opens it, and the bell for the Inbox sits at the top right.

Searching in procuris

There is no search field for the whole app. Instead, eight lists have their own search field at the top right of the page header, and it only searches that list.

The search in the Feed works together with the feed's filters. With a search term, the feed ranks the results by Relevance. If it finds nothing, Create New Search carries your term over into a new saved search. Search terms are not a required field in a saved search. One criterion is enough, for example a contract value, a sector or a region (Create a saved search).

The search in the feed finds no tenders whose deadline has passed. For those you search in the Archive. Pipeline, Searches and Company profile have no search field of their own.

Switch organization

You switch organizations through the card at the very bottom of the sidebar. This only works if you are a member of more than one organization.

Click the card with the name of your organization at the bottom of the sidebar.

Point to Switch organization. The active organization carries a check mark.

Choose the organization you want to work in.

procuris then opens the Feed of the chosen organization. If a name carries Paused, you can still switch. The organization's page then explains why it is paused.

Create organization in the same menu checks on every click whether you can create a further organization yourself. Depending on the result, the item leads into the setup of a new organization or to a form for sales, through which the procuris team sets up the further organization for you. Organization and access describes both.

Plan and Pro trial

You see your plan under Billing, in the Plan and payment area. The sidebar does not name the plan, with two exceptions.

• During the Pro trial a card at the bottom shows the days left and the note "Every Pro feature is open. Afterwards you continue on Free, nothing is deleted." The Keep Pro button opens the payment page for the Owner and Administrator roles, where you add your payment method (Billing). It takes members to billing. Once the payment method is on file, the note reads "Payment method on file. Pro continues after the trial." and the button is gone.
• When a limit of your plan is three quarters full, the Billing entry shows a badge with the count, for example 3/3 when three of three possible people belong to the organization on Pro. If several limits are tight, the badge names the tightest one. The number of people only counts for this on plans with at least two seats, so not on Free. During the Pro trial this badge does not appear.

Which plan has which limits is described under Plans.

Keyboard shortcuts

Keyboard shortcuts exist for the sidebar, the search in the feed, the list in the feed and the chat window. The shortcuts for the list only work while you are not typing in an input field.

In the feed's search field, the shortcut sits on the right as long as the field is empty.

Related pages

• Feed
• Organization and access
• Plans
• Product tour