Tour the workspace

When you sign in to Enfusion, you land on Home. This page introduces the main areas of the workspace.

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The sidebar

The sidebar on the left is your main navigation:

• Home — your greeting, recent work, apps, and pinned items.
• Discover — the template and app gallery.
• Recents — documents and notes you edited recently.
• Starred — a placeholder for a future feature. It has no page yet.
• Shared with me — documents other people shared with you.

Under Apps, you find the four Enfusion apps: Envisiondocs, Excelerate (coming soon), Envisiondeck, and Envisionjot.

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The top bar

The top bar contains:

• A search field with the placeholder “Search your documents and notes…”
• A New button that creates a new document.
• A theme toggle for light and dark mode.
• A Ctrl K button that opens the command palette.

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The Home page

Home shows:

• A greeting and a Recent list of your latest work.
• An Apps grid with shortcuts to each app.
• A Pinned section. If it is empty, you see “Nothing pinned yet. Pin documents to see them here.”

If your account is managed by an Economic Organization, Home also shows a banner: “This account is managed by ”.

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The command palette

Press Ctrl K (or Cmd K) from anywhere to open the command palette. From it you can:

• Jump to Home, Discover, Recents, or Shared with me.
• Create a new document or jot.
• Switch between light and dark mode.
• Run commands for the page you are on, such as renaming a deck or adding a tag.

Use the arrow keys to navigate and Enter to run a command. Press Esc to close the palette. The palette also fuzzy-searches commands as you type.

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Next steps