Around the app
For consistency and legibility, every page of Tiro Pro sits in the same frame: a navigation header across the top containing the main feature tabs - Documents, Workflows, Automation and Discussions - an action bar beneath it, and the feature itself below that.
Each tab is a discrete workspace, designed to help you perform a specific type of work. By contrast, each item on the action bar brings up a modal overlay over your current tab without navigating away from it; as such, the action bar is intended to contain common controls you might reasonably expect to need from any tab.
Tabs may also optionally make use of sub-tabs to better organise content: Workflows, for example, has separate sub-tabs for Dynamic workflows, Flying minutes and Playbook reviews.
The header
The logo at the left takes you to the Documents page. The tabs sit beside it, and these controls sit at the right.
| Control | What it does |
|---|---|
| Notifications | Opens your notifications. A badge on the bell shows how many are unread. |
| Documentation | Opens this documentation in a new tab, at the section for the tab you are on. |
| Feedback | Opens a window for sending us feedback. See Send feedback. |
| Theme | Switches between light and dark. See Light and dark. |
| Menu | Holds Switch team, where you belong to more than one, along with Settings and Sign out. |
The feature tabs
The feature tabs are Documents, Workflows, Automation and Discussions. Which of these tabs are actually visible to you depends on how Tiro Pro is configured for your team, so your set may be shorter than this one.
The tab you are currently on is underlined. Click on a tab to navigate to the indicated page.
At a glance:
- Documents — the team's document home: upload, organise, and act on your documents. Covered in Documents.
- Workflows — leverage Tiro Pro's built-in workflows, design and use your own Dynamic workflows, and manage your team's document templates on its Templates tab. Covered in Workflows and Dynamic workflows.
- Automation — the standing rules that put agents to work on your documents without anyone starting them. Covered in Automation. The runs themselves — from automations and from work you start by hand — are listed in Activity, opened from the action bar on any page; see Track agent runs.
- Discussions — perform freeform exploratory analysis on one document, or a complete suite of properly contextualised documents, and ask the agent to draft changes to a Word document as tracked changes. Covered in Discussions.
The action bar
The action bar appears beneath the header on every tab, so its actions are always to hand when you need them: New document — upload or create documents (including from a template) — and Activity, the ledger of your team's agent runs (see Track agent runs).
The New document control can be hidden from your settings should you not require it.
Actions specific to the Documents page sit in a toolbar at the top of that page rather than in the action bar: the Document navigator — a view of how your documents relate to one another (see Explore documents with the navigator) — and Collections and Tags, which open the managers of the team's collections and tags (see Manage collections and Manage tags).
Light and dark
The theme control switches the app between light and dark. Your choice is remembered, so the app comes back the way you left it. Until you have made a choice, Tiro Pro follows the existing setting on your device.
Switching team
Where you belong to more than one team, they are listed under Switch team in the menu. Where you belong to a single team, the Switch team section is hidden.
Send feedback
Select Feedback in the header. Type your feedback in the window that opens and select Submit. We appreciate and read all feedback, so please do share any thoughts you have on how Tiro Pro is performing.
Dismissable help tips
Help text appears in place throughout the app, and each piece can be dismissed once you no longer need it. To bring all of it back, select Reset all in the Help text block of your settings.