My Stacks

My Stacks

My Stacks shows all the active stacks that your business has. This page is where you can find any files that you or your company has put into Stax.ai that aren't archived.

This is the main page for Stax.ai and where you will be sent upon logging into Stax.ai. You can always get back to this page by clicking My Stacks located in the menu panel on the left side.

Quick Access Stacks

The stacks can be sorted into two categories: Quick Access Stacks and regular stacks. Quick Access Stacks are the four stacks that everyone has. They are as follows: High Priority, Assigned to Me, Unclassified, and Not Yet Reviewed. All other stacks are ones that have been created by you and your team.

 

The High Priority Stack contains all documents marked as “Urgent”. To learn how to mark a document as urgent, visit the Document Viewer page.

The Assigned to Me stack contains all documents that have been assigned to you. They can be assigned by teammates or your company's admin. To learn how to assign a document visit the Collaborating with your Co-Workers page.

The Unclassified stack contains all documents that have yet to be sorted into a stack. To sort the unclassified documents, simply single click on the document you'd like to move, go to the Navigation bar at the left of the page and at the bottom of the Navigation Bar there is button labeled "Move" Clicking on that will bring up the stacks you can move the document into.

The documents that have not been viewed yet will be found in Not Yet Viewed. However this does not mean that they haven't been stored.

Any other Stacks you see on this page are made by yourself or your team. To create new stacks, see the Create a New Stack page.

 

NOTE: You must be an Administrator on your account to create a stack. To learn more visit the Create a Stack tutorial page.

Search Bar

The search bar is located at the top right hand side of the page. This bar allows the user to type a set of words that they are looking for in all of their documents and all of their Stacks. The user can type in one word or a phrase.

Stax.ai will bring up every document or stack that has that word or phrase, even if it is only in the actual document itself.

Visit the Using the Search Bar page to learn more 

List vs. Grid

To the right of the search bar is an icon that changes how it looks. This is to help with the view of your Stacks.

NOTE: These icons will also be available once you enter any particular stack and will function on the documents in a similar way.

Clicking on the first icon will list the Stacks out, rather than the initial grid layout that the My Stacks page starts with. Listing the Stacks puts a picture of the Stack to the left-hand side and the title to the right hand side. Putting the documents in a list, also displays a bit more information. It will give you the source of where the document was received from, the date it was received as well as the last time it was modified.

 

 

 

Clicking on the grid icon will return them back to how they are originally laid out.