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Task Pane & Menu

The Task Pane is the main user interface for the Cadify Light Excel Add-in.

File Menu

  • Create Raw Creates a new raw product as either a blank Cadify table or, if you have already opened your existing XLSX file, it will be converted into a Cadify table by adding the necessary sheets. Enabled only if a user is logged in and no product is currently open.

  • Open Raw
    Open a raw product from Dropbox.
    Enabled only if a user is logged in and no product is currently open.

  • Open Published
    Open a published product from Dropbox.
    Enabled only if a user is logged in and no product is currently open.

  • Save
    Save the current product to local and cloud storage.
    Enabled only if a product is open.

  • Save as (Raw)
    Save a copy of the current product as a new raw product.

  • Publish
    Publish or republish the current product to the cloud.
    Button label changes based on product type. Enabled only if a product is open.

  • Delete Raw(s)
    Delete one or more raw products from Dropbox.

  • Close
    Close the current product, with options to save changes.
    Enabled only if a product is open.

Tools Menu

  • General Information
    Edit general product attributes (e.g., name, SKU).
    Enabled only if a product is open.

User Profile

  • Login
    Open login dialog.
    Visible only if no user is logged in.

  • [User Name]
    A button shows current user's name, with Logout sub menu option.

  • Logout: Log out and clear credentials.

Visual and Interactive Features

  • Dynamic Colors:
    Menu backgrounds and text colors adapt to the current theme.
  • Disabled State:
    Disabled items are grayed out.