Cablefolio

Getting started

Getting around

Updated

Cablefolio is a tree — clients, then their properties, then rooms, racks, devices, and cable runs — and this page shows the ways around it on a phone and on a desktop.

The home page

Press the Cablefolio name at the left of the header to come back here from anywhere. The home page, Clients, shows totals and charts across every client (including Needs attention and the Activity of the last 30 days), then Pinned, then All clients as a Table or as Cards, and Recent changes.

The header

  • Search… finds anything by name, address, serial, IP, label, or note. See Search and shortcuts.
  • On a phone, the camera button beside it is Scan a code, which opens the page of one of this app's QR labels. See Labels and QR codes.
  • The views: Resources opens one table per record type across every client, Racks lists every rack, Stock shows the places kit is kept, and Property map shows every property on a map. On a phone they sit behind the Views button; on a narrower desktop they show as icons, and holding the pointer over one names it.
  • The gear opens Settings.
  • Your picture (or initials) opens your account menu: Profile, and Sign out, which ends your session on this device.

Open Settings

Press the gear. Settings is a page; on a desktop the rail beside it lists its sections, and on a phone the page itself is the list.

  • Your account: Security and Appearance. Your Profile is in the account menu.
  • Workspace: Naming scheme, Presets, and Checklist templates; an owner or admin also sees Accounts and Report branding.
  • Developers: API tokens and API reference; an owner or admin also sees Webhooks.
  • Data: Offline and Recycle bin.
  • Help: this User guide, What’s new, Accessibility, Privacy, and Keyboard shortcuts.

Change the theme

  1. Open Settings, then Appearance.
  2. Choose System, Light, or Dark. System follows this device's setting.

The command palette (Ctrl+K) also offers Switch theme to ….

In the dark theme the map pictures — the property map, a property's map, and the map of where photos were taken — are drawn in a dark style too.

Find your way with the breadcrumb

Every page under a client starts with a trail: Clients, then the client, the property, the room, and so on down to the page you are on. Press any step to go there; the arrow at its start goes up one level. The trail stays on one line: when it is wider than the screen, the steps in the middle shorten first, then Clients, and the page you are on last. A shortened step still goes where it did, and shows its whole name when you hold the pointer over it. On a phone the steps between Clients and the page's parent fold into one … button; press it for a list of them.

Use the tree on a desktop

On a desktop-width screen a rail sits beside the page.

  • On the home page it lists Property map and your clients. Type in Find a client by name or ID to reach one that is not on the first page.
  • Inside a client it shows All clients and that client's whole tree. Press a row to open it; the arrow beside it opens or closes it.
  • With a row focused, the arrow keys move around, Enter opens it, and Shift+F10 or the menu key opens its actions (Duplicate, Delete).
  • Drag a device onto another room, rack, or shelf of the same property to move it. A sheet asks Move …? and lists any links the move would break; press Move to go ahead.
  • On a Settings page the rail lists the sections of Settings instead, with All clients at its head.
  • The circled chevron on the rail's edge, or Ctrl+B, hides and shows it. The choice is remembered on this device.

Star a place

On any client, property, room, rack, device, or run page, press the star beside its name. Starred places are listed under Pinned on the home page and come first in the command palette. Pages you open join Recently viewed; Clear empties that list. Both are kept on this device.

Check what needs attention

The Needs attention card counts what is missing or wrong across every client — devices without an IP address, warranties ending within 90 days, runs never tested or failed, pathways over capacity, pinned danger flags, and more. Press a line to open the Needs attention page, which names every record behind the count with a link to fix it. Each device wears its own type's icon, and dates read the way your device writes them.

Phone or desktop

  • On a phone there is no tree: use the breadcrumb and each page's lists, which are rows you tap. A page's side sections (report, photos, files, notes, history) follow its main column.
  • On a desktop, lists become tables with a column per fact, and the side sections sit beside the main column.
  • The rack, floor plan, ports, and topology pages put a palette on the left and the selected thing's details on the right on a desktop. The editor's own controls sit in one toolbar row above the drawing, ending with Hide panels (or Ctrl+H), which gives the drawing the whole width.

Next: Places and devices.