About
Walnut has a menu pane listing the main screens. Of course, you can expand or collapse the pane as needed. Getting to know what’s on each screen will help you get the information you need, fast.
We’ll cover each of the menu items below.
In this article
- The Walnut menu pane
- Home
- Libraries
- Demo playlists
- Deals
- Insights
- Integrations
- Company Settings
- Icons, icons...
- Login / out
- Help!
The Walnut menu pane
If you don’t see the menu and want to access it, click the Walnut icon and you’ll get back to the Home page.
Home
Home displays your files in a familiar layout.
Header row - left side (#1)
- Search icon
- Filter by type or tag
Header row - right side #2)
- View all company files toggle
- Invite team members to share your work.
For more on team collaboration, head over to the article Create demos part 1: create & share templates.
Sort files (#3)
Sorts the files by updated date (ascending or descending).
File attributes (#4)
Click a file row to:
- Set to public (default) or private
- Add to favorites
- Add a tag
Play, Link and the familiar 3 dots dropdown (#5)
- Play button (for demos) else it’s a create demo icon.
- Link button.
- 3 dots dropdown to access many different features.
Libraries
The Walnut menu pane shows three libraries: All files, My library and Shared. Each library has a similar layout.
- Sort by updated date (#1)
- Create New (#2): Template, Demo, Demo Playlist, Folder
- Change layout - list or grid
Create a new folder and share it
>To create a new folder and share it:
- Navigate to the library, click the New button and select Template from the dropdown.
- Name the folder.
- Select the row and click the 3 dots, then select Share link.
Deals
The Deals screen has three sections:
Deals
- Filters (#1) making it super easy to slice and data data.
- Interactive dashboard (#2) summarizing your deals
-
Deals (#3) with a drill down to see deal specifics (opens a new screen).
To get a deep understanding of your deals, head over to the Deals section and start with this article Introduction to Deals.
Insights
The Insights page provides a real-time interactive dashboard so you always have a visual source of truth about who’s viewing your demos internally and externally plus a host of other demo-related stats.
For real- time insights, head over to the article Walnut Insights AI.
Integrations
To set up and manage integrations so you can sync data from other much-used apps, head over to the article Link Existing Demos to Your CRM.
Company Settings
We know that one size doesn’t fit all, so we’ve a bunch of different settings and options in each of the five tabs:
- Account settings: privacy & security, SSO, capture options, tags and more.
- Brand style: fonts, colors, buttons so your brand shines in all that you do.
- Users: User details, user status and user analytics.
- Groups: List of members in each group., group management.
- Webhooks: Links to your webhooks and ON/OFF toggles.
Icons, icons...
Everyone loves icons. We’ve made sure each icon has a handy tooltip. We cover the icons in the different articles, but here are some that you’ll see a lot when you’re in the Editor.
Template header
Top header (left to right) (#1)
Help - links to our Help center (knowledge base), Academy & Training, What’s New, Contact Support
Preview
Create & share demo
Add / edit collaborators
User avatar
Subheader (left to right) (#2)
Show / hide screen side panel
Undo / redo
Presenter notes
Right hand toolbar
Guide toolbar
Login / out
Login
- If your company has set up Single Sign On (SSO) you can login with your existing account information from Google, Microsoft, Okta or many others.
- If not, login with your email and password for Walnut.
Logout
- Click your avatar (top right) and select Logout.
Help!
Check out these areas or contact our support team. We’re here to help!
