Capium 365 features a dynamic Global Action Bar that adjusts based on the section you're viewing. When users are in the Dashboard, Manage, or Drive areas, this top menu functions as a Practice-level Action Bar, providing tools and shortcuts relevant to managing the overall practice. 


For a breakdown of the Client-specific Action Bar, click here to view the dedicated article. 


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Plus Button – Global Action Bar (Practice-Level) 


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On the Global Action Bar (Practice-Level), the first icon on the left is the Plus Button, which provides quick access to key creation tools. From left to right, here's what you can do with it: 

  • Create a Document Request (Beta) – Quickly initiate a request for documents from clients, streamlining document collection. 
  • Documents (Beta) – Start a new document within the Capium document management system. 
  • Clients – Add or remove a client directly from any section. 
  • Users – Add or remove staff users without navigating away from your current view. 
  • Templates – Edit emails that can be sent out to all the clients 


Activity Button – Global Action Bar (Practice-Level) 


The second icon on the Global Action Bar is the Activity Button, designed specifically for admin users. It provides visibility into practice-level audit logs, allowing admins to monitor actions taken across the entire platform—such as user activity, client modifications, and system events. 


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For a breakdown of Client-level Audit Logs, including how they differ and where to access them, click here to view the dedicated article. 


Setting Button – Global Action Bar (Practice-Level)



The third icon on the Global Action Bar is the Settings Button, where admins can configure key practice-level settings. This includes: 

  • Business Details – Company name, address, VAT number, and contact info (used on invoices and emails). 
  • Demo Data – Add demo entries to explore Capium’s features in context.


Remaining Buttons – Global Action Bar (Practice-Level)


Menu Button (4th icon) – Allows you to switch between different Capium applications from a central location. 


Announcements Button (5th icon) – Displays key platform updates, feature releases, and important notices relevant to your practice. 


Tickets Button (6th icon) – Lets you access your support tickets, track their progress, and submit new queries to the Capium support team. 


Help Button (7th icon) – Opens the support centre, where you can search the knowledge base or get direct assistance. 


Profile Button (final icon) – Gives you access to your user profile settings, including login details and logout options.