Merge branch 'master' into parker

13 files changed, 1283 insertions, 1356 deletions

diff --git a/src/client/util/CurrentUserUtils.ts b/src/client/util/CurrentUserUtils.ts
index 0db8bebd8..a39081d10 100644
--- a/src/client/util/CurrentUserUtils.ts
+++ b/src/client/util/CurrentUserUtils.ts
@@ -1,6 +1,6 @@
 import { computed, observable, reaction } from "mobx";
 import * as rp from 'request-promise';
-import { DataSym, Doc, DocListCast, DocListCastAsync } from "../../fields/Doc";
+import { DataSym, Doc, DocListCast, DocListCastAsync, Opt } from "../../fields/Doc";
 import { Id } from "../../fields/FieldSymbols";
 import { InkTool } from "../../fields/InkField";
 import { List } from "../../fields/List";
@@ -8,29 +8,26 @@ import { PrefetchProxy } from "../../fields/Proxy";
 import { RichTextField } from "../../fields/RichTextField";
 import { listSpec } from "../../fields/Schema";
 import { ComputedField, ScriptField } from "../../fields/ScriptField";
-import { BoolCast, Cast, DateCast, NumCast, PromiseValue, StrCast } from "../../fields/Types";
+import { Cast, DateCast, DocCast, FieldValue, NumCast, PromiseValue, ScriptCast, StrCast } from "../../fields/Types";
 import { nullAudio } from "../../fields/URLField";
 import { SharingPermissions } from "../../fields/util";
-import { Utils } from "../../Utils";
+import { OmitKeys, Utils } from "../../Utils";
 import { DocServer } from "../DocServer";
-import { Docs, DocumentOptions, DocUtils } from "../documents/Documents";
+import { Docs, DocumentOptions, DocUtils, FInfo } from "../documents/Documents";
 import { DocumentType } from "../documents/DocumentTypes";
 import { CollectionDockingView } from "../views/collections/CollectionDockingView";
+import { TreeViewType } from "../views/collections/CollectionTreeView";
 import { CollectionView, CollectionViewType } from "../views/collections/CollectionView";
 import { TreeView } from "../views/collections/TreeView";
 import { Colors } from "../views/global/globalEnums";
 import { MainView } from "../views/MainView";
 import { ButtonType, NumButtonType } from "../views/nodes/button/FontIconBox";
-import { FormattedTextBox } from "../views/nodes/formattedText/FormattedTextBox";
-import { LabelBox } from "../views/nodes/LabelBox";
 import { OverlayView } from "../views/OverlayView";
-import { DocumentManager } from "./DocumentManager";
 import { DragManager } from "./DragManager";
-import { makeTemplate } from "./DropConverter";
+import { MakeTemplate } from "./DropConverter";
 import { HistoryUtil } from "./History";
 import { LinkManager } from "./LinkManager";
 import { ScriptingGlobals } from "./ScriptingGlobals";
-import { SearchUtil } from "./SearchUtil";
 import { SelectionManager } from "./SelectionManager";
 import { ColorScheme } from "./SettingsManager";
 import { SharingManager } from "./SharingManager";
@@ -38,30 +35,32 @@ import { SnappingManager } from "./SnappingManager";
 import { UndoManager } from "./UndoManager";
 
 interface Button {
+    // DocumentOptions fields a button can set
     title?: string;
     toolTip?: string;
     icon?: string;
     btnType?: ButtonType;
-    click?: string;
     numBtnType?: NumButtonType;
     numBtnMin?: number;
     numBtnMax?: number;
     switchToggle?: boolean;
-    script?: string;
     width?: number;
-    list?: string[];
+    btnList?: List<string>;
     ignoreClick?: boolean;
     buttonText?: string;
+
+    // fields that do not correspond to DocumentOption fields
+    scripts?: { script?: string; onClick?: string; }
+    funcs?: { [key:string]: string };
+    subMenu?: Button[];
 }
 
 export let resolvedPorts: { server: number, socket: number };
-const headerViewVersion = "0.1";
 export class CurrentUserUtils {
     private static curr_id: string;
     //TODO tfs: these should be temporary...
     private static mainDocId: string | undefined;
 
-    public static searchBtn: Doc;
     public static get id() { return this.curr_id; }
     public static get MainDocId() { return this.mainDocId; }
     public static set MainDocId(id: string | undefined) { this.mainDocId = id; }
@@ -71,557 +70,325 @@ export class CurrentUserUtils {
     @observable public static GuestDashboard: Doc | undefined;
     @observable public static GuestMobile: Doc | undefined;
     @observable public static propertiesWidth: number = 0;
+    @observable public static headerBarHeight: number = 0;
     @observable public static searchPanelWidth: number = 0;
 
-    // sets up the default User Templates - slideView,  headerView
-    static setupUserTemplateButtons(doc: Doc) {
-        // Prototype for mobile button (not sure if 'Advanced Item Prototypes' is ideal location)
-        if (doc["template-mobile-button"] === undefined) {
-            const queryTemplate = this.mobileButton({
-                title: "NEW MOBILE BUTTON",
-                onClick: undefined,
-            },
-                [this.createToolButton({
-                    ignoreClick: true,
-                    icon: "mobile",
-                    btnType: ButtonType.ToolButton,
-                    backgroundColor: "transparent"
-                }),
-                this.mobileTextContainer({},
-                    [this.mobileButtonText({}, "NEW MOBILE BUTTON"), this.mobileButtonInfo({}, "You can customize this button and make it your own.")])]);
-            doc["template-mobile-button"] = CurrentUserUtils.createToolButton({
-                onDragStart: ScriptField.MakeFunction('copyDragFactory(this.dragFactory)'),
-                dragFactory: new PrefetchProxy(queryTemplate) as any as Doc, title: "mobile button", icon: "mobile", btnType: ButtonType.ToolButton,
-            });
-        }
-
-        if (doc["template-button-slides"] === undefined) {
-            const slideTemplate = Docs.Create.MultirowDocument(
-                [
-                    Docs.Create.MulticolumnDocument([], { title: "data", _height: 200, system: true }),
-                    Docs.Create.TextDocument("", { title: "text", _height: 100, system: true, _fontFamily: StrCast(Doc.UserDoc()._fontFamily), _fontSize: StrCast(Doc.UserDoc()._fontSize) })
-                ],
-                { _width: 400, _height: 300, title: "slideView", _xMargin: 3, _yMargin: 3, system: true }
-            );
-            slideTemplate.isTemplateDoc = makeTemplate(slideTemplate);
-            doc["template-button-slides"] = CurrentUserUtils.createToolButton({
-                onDragStart: ScriptField.MakeFunction('copyDragFactory(this.dragFactory)'),
-                dragFactory: new PrefetchProxy(slideTemplate) as any as Doc, title: "presentation slide", icon: "address-card",
-                btnType: ButtonType.ToolButton
+    static AssignScripts(doc:Doc, scripts?:{ [key: string]: string;}, funcs?:{[key:string]: string}) {
+        scripts && Object.keys(scripts).map(key => {
+            if (ScriptCast(doc[key])?.script.originalScript !== scripts[key] && scripts[key]) {
+                doc[key] = ScriptField.MakeScript(scripts[key], { dragData: DragManager.DocumentDragData.name, value:"any", scriptContext: "any", documentView:Doc.name}, {"_readOnly_": true});
+            }
+        }); 
+        funcs && Object.keys(funcs).map(key => {
+            const cfield = ComputedField.WithoutComputed(() => FieldValue(doc[key]));
+            if (ScriptCast(cfield)?.script.originalScript !== funcs[key] && funcs[key]) {
+                doc[key] = ComputedField.MakeFunction(funcs[key], { dragData: DragManager.DocumentDragData.name }, {"_readOnly_": true});
+            }
+        });
+        return doc;
+    }
+    static AssignOpts(doc:Doc|undefined, reqdOpts:DocumentOptions, items?:Doc[]) {
+        if (doc) {
+            const compareValues = (val1:any, val2:any) => {
+                if (val1 instanceof List && val2 instanceof List && val1.length === val2.length) {
+                    return !val1.some(v => !val2.includes(v)) || !val2.some(v => val1.includes(v));
+                }
+                return val1 === val2;
+            }
+            Object.entries(reqdOpts).forEach(pair => {
+                const targetDoc = pair[0].startsWith("_") ? doc : Doc.GetProto(doc as Doc);
+                if (!Object.getOwnPropertyNames(targetDoc).includes(pair[0].replace(/^_/,"")) ||
+                    !compareValues(pair[1], targetDoc[pair[0]])) {
+                    targetDoc[pair[0]] = pair[1];
+                }
             });
+            items?.forEach(item => !DocListCast(doc.data).includes(item) && Doc.AddDocToList(Doc.GetProto(doc), "data", item));
+            items && DocListCast(doc.data).forEach(item => !items.includes(item) && Doc.RemoveDocFromList(Doc.GetProto(doc), "data", item));
         }
+        return doc;
+    }
+    static AssignDocField(doc:Doc, field:string, creator:(reqdOpts:DocumentOptions, items?:Doc[]) => Doc, reqdOpts:DocumentOptions, items?: Doc[], scripts?:{[key:string]:string}, funcs?:{[key:string]:string}) {
+        return this.AssignScripts(this.AssignOpts(DocCast(doc[field]), reqdOpts, items) ?? (doc[field] = creator(reqdOpts, items)), scripts, funcs);
+    }
 
-        if (doc["template-button-link"] === undefined) {  // set _backgroundColor to transparent to prevent link dot from obscuring document it's attached to.
-            const linkTemplate = Doc.MakeDelegate(Docs.Create.TextDocument(" ", { title: "header", _autoHeight: true, system: true }, "header")); // text needs to be a space to allow templateText to be created
-            linkTemplate.system = true;
-            Doc.GetProto(linkTemplate).layout =
-                "<div>" +
-                "    <FormattedTextBox {...props} dontSelectOnLoad={'true'} height='{this._headerHeight||75}px' ignoreAutoHeight={'true'} background='{this._headerColor||`lightGray`}' fieldKey={'header'}/>" +
-                "    <FormattedTextBox {...props} position='absolute' top='{(this._headerHeight||75)*scale}px' height='calc({100/scale}% - {this._headerHeight||75}px)' fieldKey={'text'}/>" +
-                "</div>";
-            (linkTemplate.proto as Doc).isTemplateDoc = makeTemplate(linkTemplate.proto as Doc, true, "linkView");
-
-            const rtf2 = {
-                doc: {
-                    type: "doc", content: [
-                        {
-                            type: "paragraph",
-                            content: [{
-                                type: "dashField",
-                                attrs: {
-                                    fieldKey: "src",
-                                    hideKey: false
-                                }
-                            }]
-                        },
-                        { type: "paragraph" },
-                        {
-                            type: "paragraph",
-                            content: [{
-                                type: "dashField",
-                                attrs: {
-                                    fieldKey: "dst",
-                                    hideKey: false
-                                }
-                            }]
-                        }]
-                },
-                selection: { type: "text", anchor: 1, head: 1 },
-                storedMarks: []
+    // initializes experimental advanced template views - slideView,  headerView
+    static setupExperimentalTemplateButtons(doc: Doc, tempDocs?:Doc) {
+        const requiredTypeNameFields:{btnOpts:DocumentOptions, templateOpts:DocumentOptions, template:(opts:DocumentOptions) => Doc}[] = [
+            {
+                btnOpts: { title: "slide", icon: "address-card" }, 
+                templateOpts: { _width: 400, _height: 300, title: "slideView", childDocumentsActive: true, _xMargin: 3, _yMargin: 3, system: true }, 
+                template: (opts:DocumentOptions) => Docs.Create.MultirowDocument(
+                    [
+                        Docs.Create.MulticolumnDocument([], { title: "data", _height: 200,  system: true }),
+                        Docs.Create.TextDocument("", { title: "text", _fitWidth:true,  _height: 100, system: true, _fontFamily: StrCast(Doc.UserDoc()._fontFamily), _fontSize: StrCast(Doc.UserDoc()._fontSize) })
+                    ], opts)
+            },
+            {
+                btnOpts: { title: "mobile", icon: "mobile" }, 
+                templateOpts: { title: "NEW MOBILE BUTTON", onClick: undefined, }, 
+                template: (opts:DocumentOptions) => this.mobileButton(opts,
+                        [this.createToolButton({ ignoreClick: true, icon: "mobile", backgroundColor: "transparent" }),
+                        this.mobileTextContainer({},
+                            [this.mobileButtonText({}, "NEW MOBILE BUTTON"), this.mobileButtonInfo({}, "You can customize this button and make it your own.")])
+                        ]
+                )
+            },
+        ];
+        const requiredTypes = requiredTypeNameFields.map(({ btnOpts, template, templateOpts }) => {
+            const tempBtn =  DocListCast(tempDocs?.data)?.find(doc => doc.title === btnOpts.title);
+            const reqdScripts = { onDragStart: '{ return copyDragFactory(this.dragFactory); }' };
+            const assignBtnAndTempOpts = (templateBtn:Opt<Doc>, btnOpts:DocumentOptions, templateOptions:DocumentOptions) => {
+                if (templateBtn) {
+                    this.AssignOpts(templateBtn,btnOpts);
+                    this.AssignDocField(templateBtn, "dragFactory", opts => template(opts), templateOptions);
+                }
+                return templateBtn;
             };
-            linkTemplate.header = new RichTextField(JSON.stringify(rtf2), "");
-
-            doc["template-button-link"] = CurrentUserUtils.createToolButton({
-                onDragStart: ScriptField.MakeFunction('copyDragFactory(this.dragFactory)'),
-                dragFactory: new PrefetchProxy(linkTemplate) as any as Doc, title: "link view", icon: "window-maximize", system: true,
-                btnType: ButtonType.ToolButton
-            });
-        }
+            return this.AssignScripts(assignBtnAndTempOpts(tempBtn, btnOpts, templateOpts) ?? this.createToolButton( {...btnOpts, dragFactory: MakeTemplate(template(templateOpts))}), reqdScripts);
+        });
 
-        // if (doc["template-button-switch"] === undefined) {
-        //     const { FreeformDocument, MulticolumnDocument, TextDocument } = Docs.Create;
-
-        //     const yes = FreeformDocument([], { title: "yes", _height: 35, _width: 50, _dimUnit: DimUnit.Pixel, _dimMagnitude: 40, system: true });
-        //     const name = TextDocument("name", { title: "name", _height: 35, _width: 70, _dimMagnitude: 1, system: true });
-        //     const no = FreeformDocument([], { title: "no", _height: 100, _width: 100, system: true });
-        //     const labelTemplate = {
-        //         doc: {
-        //             type: "doc", content: [{
-        //                 type: "paragraph",
-        //                 content: [{ type: "dashField", attrs: { fieldKey: "PARAMS", hideKey: true } }]
-        //             }]
-        //         },
-        //         selection: { type: "text", anchor: 1, head: 1 },
-        //         storedMarks: []
-        //     };
-        //     Doc.GetProto(name).text = new RichTextField(JSON.stringify(labelTemplate), "PARAMS");
-        //     Doc.GetProto(yes).backgroundColor = ComputedField.MakeFunction("self[this.PARAMS] ? 'green':'red'");
-        //     // Doc.GetProto(no).backgroundColor = ComputedField.MakeFunction("!self[this.PARAMS] ? 'red':'white'");
-        //     // Doc.GetProto(yes).onClick = ScriptField.MakeScript("self[this.PARAMS] = true");
-        //     Doc.GetProto(yes).onClick = ScriptField.MakeScript("self[this.PARAMS] = !self[this.PARAMS]");
-        //     // Doc.GetProto(no).onClick = ScriptField.MakeScript("self[this.PARAMS] = false");
-        //     const box = MulticolumnDocument([/*no, */ yes, name], { title: "value", _width: 120, _height: 35, system: true });
-        //     box.isTemplateDoc = makeTemplate(box, true, "switch");
-
-        //     doc["template-button-switch"] = CurrentUserUtils.createToolButton({
-        //         onDragStart: ScriptField.MakeFunction('copyDragFactory(this.dragFactory)'),
-        //         dragFactory: new PrefetchProxy(box) as any as Doc, title: "data switch", icon: "toggle-on", system: true,
-        //         btnType: ButtonType.ToolButton
-        //     });
-        // }
-
-        const requiredTypes = [
-            doc["template-button-slides"] as Doc,
-            doc["template-mobile-button"] as Doc,
-            doc["template-button-detail"] as Doc,
-            doc["template-button-link"] as Doc,
-            //doc["template-button-switch"] as Doc]
-        ];
-        if (doc["template-buttons"] === undefined) {
-            doc["template-buttons"] = new PrefetchProxy(Docs.Create.MasonryDocument(requiredTypes, {
-                title: "Advanced Item Prototypes", _xMargin: 0, _showTitle: "title", _chromeHidden: true,
-                hidden: ComputedField.MakeFunction("IsNoviceMode()") as any,
-                _stayInCollection: true, _hideContextMenu: true, _forceActive: true,
-                _autoHeight: true, _width: 500, _height: 300, _fitWidth: true, _columnWidth: 35, ignoreClick: true, _lockedPosition: true,
-                dropConverter: ScriptField.MakeScript("convertToButtons(dragData)", { dragData: DragManager.DocumentDragData.name }), system: true
-            }));
-        } else {
-            const curButnTypes = Cast(doc["template-buttons"], Doc, null);
-            DocListCastAsync(curButnTypes.data).then(async curBtns => {
-                curBtns && await Promise.all(curBtns);
-                requiredTypes.map(btype => Doc.AddDocToList(curButnTypes, "data", btype));
-            });
-        }
-        return doc["template-buttons"] as Doc;
+        const reqdOpts:DocumentOptions = {
+            title: "Experimental Tools", _xMargin: 0, _showTitle: "title", _chromeHidden: true,
+            _stayInCollection: true, _hideContextMenu: true, _forceActive: true, system: true, childDocumentsActive: true,
+            _autoHeight: true, _width: 500, _height: 300, _fitWidth: true, _columnWidth: 35, ignoreClick: true, _lockedPosition: true,
+        };
+        const reqdScripts = { dropConverter : "convertToButtons(dragData)" };
+        const reqdFuncs = { hidden: "IsNoviceMode()" };
+        return this.AssignScripts(this.AssignOpts(tempDocs, reqdOpts, requiredTypes) ?? Docs.Create.MasonryDocument(requiredTypes, reqdOpts), reqdScripts, reqdFuncs);
     }
 
-    // setup the different note type skins
-    static setupNoteTemplates(doc: Doc) {
-        if (doc["template-note-Note"] === undefined) {
-            const noteView = Docs.Create.TextDocument("", {
-                title: "text", isTemplateDoc: true, backgroundColor: "yellow", system: true, icon: "sticky-note",
-                _fontFamily: StrCast(Doc.UserDoc()._fontFamily), _fontSize: StrCast(Doc.UserDoc()._fontSize),
-            });
-            noteView.isTemplateDoc = makeTemplate(noteView, true, "Note");
-            doc["template-note-Note"] = new PrefetchProxy(noteView);
-        }
-        if (doc["template-note-Idea"] === undefined) {
-            const noteView = Docs.Create.TextDocument("", {
-                title: "text", backgroundColor: "pink", system: true, icon: "lightbulb",
-                _fontFamily: StrCast(Doc.UserDoc()._fontFamily), _fontSize: StrCast(Doc.UserDoc()._fontSize),
-            });
-            noteView.isTemplateDoc = makeTemplate(noteView, true, "Idea");
-            doc["template-note-Idea"] = new PrefetchProxy(noteView);
-        }
-        if (doc["template-note-Topic"] === undefined) {
-            const noteView = Docs.Create.TextDocument("", {
-                title: "text", backgroundColor: "lightblue", system: true, icon: "book-open",
-                _fontFamily: StrCast(Doc.UserDoc()._fontFamily), _fontSize: StrCast(Doc.UserDoc()._fontSize),
-            });
-            noteView.isTemplateDoc = makeTemplate(noteView, true, "Topic");
-            doc["template-note-Topic"] = new PrefetchProxy(noteView);
-        }
-        // if (doc["template-note-Todo"] === undefined) {
-        //     const noteView = Docs.Create.TextDocument("", {
-        //         title: "text", backgroundColor: "orange", _autoHeight: false, _height: 100, _showCaption: "caption",
-        //         layout: FormattedTextBox.LayoutString("Todo"), caption: RichTextField.DashField("taskStatus"), system: true,
-        //         _fontFamily: StrCast(Doc.UserDoc()._fontFamily), _fontSize: StrCast(Doc.UserDoc()._fontSize),
-        //     });
-        //     noteView.isTemplateDoc = makeTemplate(noteView, true, "Todo");
-        //     doc["template-note-Todo"] = new PrefetchProxy(noteView);
-        // }
-        // const taskStatusValues = [
-        //     { title: "todo", _backgroundColor: "blue", color: "white", system: true },
-        //     { title: "in progress", _backgroundColor: "yellow", color: "black", system: true },
-        //     { title: "completed", _backgroundColor: "green", color: "white", system: true }
-        // ];
-        // if (doc.fieldTypes === undefined) {
-        //     doc.fieldTypes = Docs.Create.TreeDocument([], { title: "field enumerations", system: true });
-        //     DocUtils.addFieldEnumerations(Doc.GetProto(doc["template-note-Todo"] as any as Doc), "taskStatus", taskStatusValues);
-        // }
-
-        if (doc["template-notes"] === undefined) {
-            doc["template-notes"] = new PrefetchProxy(Docs.Create.TreeDocument([doc["template-note-Note"] as any as Doc, doc["template-note-Idea"] as any as Doc, doc["template-note-Topic"] as any as Doc], // doc["template-note-Todo"] as any as Doc],
-                { title: "Note Layouts", _height: 75, system: true }));
-        } else {
-            const curNoteTypes = Cast(doc["template-notes"], Doc, null);
-            const requiredTypes = [doc["template-note-Note"] as any as Doc, doc["template-note-Idea"] as any as Doc, doc["template-note-Topic"] as any as Doc];//, doc["template-note-Todo"] as any as Doc];
-            DocListCastAsync(curNoteTypes.data).then(async curNotes => {
-                curNotes && await Promise.all(curNotes);
-                requiredTypes.map(ntype => Doc.AddDocToList(curNoteTypes, "data", ntype));
-            });
-        }
+    /// Initializes templates that can be applied to notes
+    static setupNoteTemplates(doc: Doc, field="template-notes") {
+        const tempNotes = DocCast(doc[field]);
+        const reqdTempOpts:DocumentOptions[] = [
+            { noteType: "Note", backgroundColor: "yellow", icon: "sticky-note"},
+            { noteType: "Idea", backgroundColor: "pink", icon: "lightbulb" },
+            { noteType: "Topic", backgroundColor: "lightblue", icon: "book-open" }];
+        const reqdNoteList = reqdTempOpts.map(opts => {
+            const reqdOpts = {...opts, title: "text", system: true};
+            const noteType = tempNotes ? DocListCast(tempNotes.data).find(doc => doc.noteType === opts.noteType): undefined;
+            return this.AssignOpts(noteType, reqdOpts) ?? MakeTemplate(Docs.Create.TextDocument("",reqdOpts), true, opts.noteType??"Note");
+        });
 
-        return doc["template-notes"] as Doc;
+        const reqdOpts:DocumentOptions = { title: "Note Layouts", _height: 75, system: true };
+        return this.AssignOpts(tempNotes, reqdOpts, reqdNoteList) ?? (doc[field] = Docs.Create.TreeDocument(reqdNoteList, reqdOpts));
     }
 
-    // creates Note templates, and initial "user" templates
-    static setupDocTemplates(doc: Doc) {
-        const noteTemplates = CurrentUserUtils.setupNoteTemplates(doc);
-        const userTemplateBtns = CurrentUserUtils.setupUserTemplateButtons(doc);
-        const clickTemplates = CurrentUserUtils.setupClickEditorTemplates(doc);
-        if (doc.templateDocs === undefined) {
-            doc.templateDocs = new PrefetchProxy(Docs.Create.TreeDocument([noteTemplates, userTemplateBtns, clickTemplates], {
-                title: "template layouts", _xMargin: 0, system: true,
-                dropConverter: ScriptField.MakeScript("convertToButtons(dragData)", { dragData: DragManager.DocumentDragData.name })
-            }));
-        }
+    /// Initializes collection of templates for notes and click functions
+    static setupDocTemplates(doc: Doc, field="myTemplates") {
+        this.AssignDocField(doc, "presElement", opts => Docs.Create.PresElementBoxDocument(opts), { title: "pres element template", type: DocumentType.PRESELEMENT, _fitWidth: true, _xMargin: 0, isTemplateDoc: true, isTemplateForField: "data"});
+        const templates = [
+            DocCast(doc.presElement),
+            CurrentUserUtils.setupNoteTemplates(doc),
+            CurrentUserUtils.setupClickEditorTemplates(doc)
+        ];
+        const reqdOpts = { title: "template layouts", _xMargin: 0, system: true,  };
+        const reqdScripts = {  dropConverter: "convertToButtons(dragData)"  };
+        return this.AssignDocField(doc, field, (opts,items) => Docs.Create.TreeDocument(items??[], opts), reqdOpts, templates, reqdScripts);
     }
 
     // setup templates for different document types when they are iconified from Document Decorations
-    static setupDefaultIconTemplates(doc: Doc) {
-        if (doc["template-icon-view"] === undefined) {
-            const iconView = Docs.Create.LabelDocument({
-                title: "icon", textTransform: "unset", letterSpacing: "unset", layout: LabelBox.LayoutString("title"), _backgroundColor: "dimgray",
-                _width: 150, _height: 70, _xPadding: 10, _yPadding: 10, isTemplateDoc: true, onDoubleClick: ScriptField.MakeScript("deiconifyView(self)"), system: true
-            });
-            //  Docs.Create.TextDocument("", {
-            //     title: "icon", _width: 150, _height: 30, isTemplateDoc: true, onDoubleClick: ScriptField.MakeScript("deiconifyView(self)")
-            // });
-            // Doc.GetProto(iconView).icon = new RichTextField('{"doc":{"type":"doc","content":[{"type":"paragraph","attrs":{"align":null,"color":null,"id":null,"indent":null,"inset":null,"lineSpacing":null,"paddingBottom":null,"paddingTop":null},"content":[{"type":"dashField","attrs":{"fieldKey":"title","docid":""}}]}]},"selection":{"type":"text","anchor":2,"head":2},"storedMarks":[]}', "");
-            iconView.isTemplateDoc = makeTemplate(iconView);
-            doc["template-icon-view"] = new PrefetchProxy(iconView);
-        }
-        if (doc["template-icon-view-rtf"] === undefined) {
-            const iconRtfView = Docs.Create.LabelDocument({
-                title: "icon_" + DocumentType.RTF, textTransform: "unset", letterSpacing: "unset", layout: LabelBox.LayoutString("text"),
-                _width: 150, _height: 70, _xPadding: 10, _yPadding: 10, isTemplateDoc: true, onDoubleClick: ScriptField.MakeScript("deiconifyView(self)"), system: true
-            });
-            iconRtfView.isTemplateDoc = makeTemplate(iconRtfView, true, "icon_" + DocumentType.RTF);
-            doc["template-icon-view-rtf"] = new PrefetchProxy(iconRtfView);
-        }
-        if (doc["template-icon-view-button"] === undefined) {
-            const iconBtnView = Docs.Create.FontIconDocument({
-                title: "icon_" + DocumentType.BUTTON, _nativeHeight: 30, _nativeWidth: 30,
-                _width: 30, _height: 30, isTemplateDoc: true, onDoubleClick: ScriptField.MakeScript("deiconifyView(self)"), system: true
-            });
-            iconBtnView.isTemplateDoc = makeTemplate(iconBtnView, true, "icon_" + DocumentType.BUTTON);
-            doc["template-icon-view-button"] = new PrefetchProxy(iconBtnView);
-        }
-        if (doc["template-icon-view-img"] === undefined) {
-            const iconImageView = Docs.Create.ImageDocument("http://www.cs.brown.edu/~bcz/face.gif", {
-                title: "data", _width: 50, isTemplateDoc: true, onDoubleClick: ScriptField.MakeScript("deiconifyView(self)"), system: true
-            });
-            iconImageView.isTemplateDoc = makeTemplate(iconImageView, true, "icon_" + DocumentType.IMG);
-            doc["template-icon-view-img"] = new PrefetchProxy(iconImageView);
-        }
-        if (doc["template-icon-view-col"] === undefined) {
-            const iconColView = Docs.Create.TreeDocument([], { title: "data", _width: 180, _height: 80, onDoubleClick: ScriptField.MakeScript("deiconifyView(self)"), system: true });
-            iconColView.isTemplateDoc = makeTemplate(iconColView, true, "icon_" + DocumentType.COL);
-            doc["template-icon-view-col"] = new PrefetchProxy(iconColView);
-        }
-        if (doc["template-icons"] === undefined) {
-            doc["template-icons"] = new PrefetchProxy(Docs.Create.TreeDocument([doc["template-icon-view"] as Doc, doc["template-icon-view-img"] as Doc, doc["template-icon-view-button"] as Doc,
-            doc["template-icon-view-col"] as Doc, doc["template-icon-view-rtf"] as Doc, doc["template-icon-view-pdf"] as Doc], { title: "icon templates", _height: 75, system: true }));
-        } else {
-            const templateIconsDoc = Cast(doc["template-icons"], Doc, null);
-            const requiredTypes = [doc["template-icon-view"] as Doc, doc["template-icon-view-img"] as Doc, doc["template-icon-view-button"] as Doc,
-            doc["template-icon-view-col"] as Doc, doc["template-icon-view-rtf"] as Doc];
-            DocListCastAsync(templateIconsDoc.data).then(async curIcons => {
-                curIcons && await Promise.all(curIcons);
-                requiredTypes.map(ntype => Doc.AddDocToList(templateIconsDoc, "data", ntype));
-            });
-        }
-        return doc["template-icons"] as Doc;
+    static setupDefaultIconTemplates(doc: Doc, field="template-icons") {
+        const reqdOpts = { title: "icon templates", _height: 75, system: true };
+        const templateIconsDoc = this.AssignOpts(DocCast(doc[field]), reqdOpts) ?? (doc[field] = Docs.Create.TreeDocument([], reqdOpts));
+
+        const makeIconTemplate = (type: DocumentType | undefined, templateField: string, opts:DocumentOptions) => {
+            const iconFieldName = "icon" + (type ? "_" + type : "");
+            const curIcon = DocCast(templateIconsDoc[iconFieldName]);
+            let creator = labelBox;
+            switch (opts.iconTemplate) {
+                case DocumentType.IMG : creator = imageBox; break;
+                case DocumentType.FONTICON: creator = fontBox; break;
+            }
+            const allopts = {system: true, ...opts};
+            return this.AssignScripts(  (curIcon?.iconTemplate === opts.iconTemplate ? 
+                      this.AssignOpts(curIcon, allopts):undefined) ?? ((templateIconsDoc[iconFieldName] = MakeTemplate(creator(allopts), true, iconFieldName, templateField))),
+                {onClick:"deiconifyView(documentView)"});
+        };
+        const labelBox = (opts: DocumentOptions, data?:string) => Docs.Create.LabelDocument({
+            textTransform: "unset", letterSpacing: "unset", _singleLine: false, _minFontSize: 14, _maxFontSize: 24, borderRounding: "5px",  _width: 150, _height: 70, _xPadding: 10, _yPadding: 10, ...opts
+        });
+        const imageBox = (opts: DocumentOptions, url?:string) => Docs.Create.ImageDocument(url ?? "http://www.cs.brown.edu/~bcz/noImage.png", { "icon-nativeWidth": 360 / 4, "icon-nativeHeight": 270 / 4, iconTemplate:DocumentType.IMG,  _width: 360 / 4, _height: 270 / 4,  _showTitle: "title", ...opts });
+        const fontBox = (opts:DocumentOptions, data?:string) => Docs.Create.FontIconDocument({ _nativeHeight: 30, _nativeWidth: 30, _width: 30, _height: 30, ...opts  });
+        const iconTemplates = [
+            makeIconTemplate(undefined,          "title", { iconTemplate:DocumentType.LABEL, backgroundColor: "dimgray"}),
+            makeIconTemplate(DocumentType.AUDIO, "title", { iconTemplate:DocumentType.LABEL, backgroundColor: "lightgreen"}),
+            makeIconTemplate(DocumentType.PDF,   "title", { iconTemplate:DocumentType.LABEL, backgroundColor: "pink"}),
+            makeIconTemplate(DocumentType.WEB,   "title", { iconTemplate:DocumentType.LABEL, backgroundColor: "brown"}),
+            makeIconTemplate(DocumentType.RTF,   "text",  { iconTemplate:DocumentType.LABEL, _showTitle: "creationDate"}),
+            makeIconTemplate(DocumentType.IMG,   "data",  { iconTemplate:DocumentType.IMG,   _height: undefined}),
+            makeIconTemplate(DocumentType.COL,   "icon",  { iconTemplate:DocumentType.IMG}),
+            makeIconTemplate(DocumentType.VID,   "icon",  { iconTemplate:DocumentType.IMG}),
+            makeIconTemplate(DocumentType.BUTTON,"data",  { iconTemplate:DocumentType.FONTICON}),
+            //nasty hack .. templates are looked up exclusively by type -- but we want a template for a document with a certain field (transcription) .. so this hack and the companion hack in createCustomView does this for now
+            makeIconTemplate("transcription" as any, "transcription", { iconTemplate:DocumentType.LABEL, backgroundColor: "orange" }),
+            //makeIconTemplate(DocumentType.PDF, "icon", {iconTemplate:DocumentType.IMG}, (opts) => imageBox("http://www.cs.brown.edu/~bcz/noImage.png", opts))
+        ].filter(d => d).map(d => d!);
+        this.AssignOpts(DocCast(doc[field]), {}, iconTemplates);
     }
 
+    /// initalizes the set of "empty<DocType>" versions of each document type with default fields.  e.g.,. emptyNote, emptyPresentation
     static creatorBtnDescriptors(doc: Doc): {
-        title: string, toolTip: string, icon: string, drag?: string, ignoreClick?: boolean,
-        click?: string, backgroundColor?: string, dragFactory?: Doc, noviceMode?: boolean, clickFactory?: Doc
+        title: string, toolTip: string, icon: string,  ignoreClick?: boolean, dragFactory?: Doc, 
+        backgroundColor?: string,  clickFactory?: Doc, scripts?: { onClick?: string, onDragStart?: string}, funcs?: {onDragStart?:string, hidden?: string},
     }[] {
-      //TODO: we may need to add in note-teking view here
-        if (doc.emptyPresentation === undefined) {
-            doc.emptyPresentation = Docs.Create.PresDocument(new List<Doc>(),
-                { title: "Untitled Presentation", _viewType: CollectionViewType.Stacking, _fitWidth: true, _width: 400, _height: 500, targetDropAction: "alias", _chromeHidden: true, boxShadow: "0 0", system: true, cloneFieldFilter: new List<string>(["system"]) });
-            ((doc.emptyPresentation as Doc).proto as Doc)["dragFactory-count"] = 0;
-        }
-        if (doc.emptyCollection === undefined) {
-            doc.emptyCollection = Docs.Create.FreeformDocument([],
-                { _nativeWidth: undefined, _nativeHeight: undefined, _fitWidth: true, _width: 150, _height: 100, title: "freeform", system: true, cloneFieldFilter: new List<string>(["system"]) });
-            ((doc.emptyCollection as Doc).proto as Doc)["dragFactory-count"] = 0;
-        }
-        if (doc.emptyPane === undefined) {
-            doc.emptyPane = Docs.Create.FreeformDocument([], { _nativeWidth: undefined, _backgroundGridShow: true, _nativeHeight: undefined, _width: 500, _height: 800, title: "Untitled Tab", system: true, cloneFieldFilter: new List<string>(["system"]) });
-            ((doc.emptyPane as Doc).proto as Doc)["dragFactory-count"] = 0;
-        }
-        if (doc.emptySlide === undefined) {
-            const textDoc = Docs.Create.TreeDocument([], {
-                title: "Slide", _viewType: CollectionViewType.Tree, treeViewHasOverlay: true, _fontSize: "20px", _autoHeight: true,
-                allowOverlayDrop: true, treeViewType: "outline", _xMargin: 0, _yMargin: 0, _width: 300, _height: 200, _singleLine: true,
-                backgroundColor: "transparent", system: true, cloneFieldFilter: new List<string>(["system"])
-            });
-            Doc.GetProto(textDoc).title = ComputedField.MakeFunction('self.text?.Text');
-            FormattedTextBox.SelectOnLoad = textDoc[Id];
-            doc.emptySlide = textDoc;
-        }
-        if ((doc.emptyHeader as Doc)?.version !== headerViewVersion) {
-            const json = {
-                doc: {
-                    type: "doc",
-                    content: [
-                        {
-                            type: "paragraph", attrs: {}, content: [{
-                                type: "dashField",
-                                attrs: { fieldKey: "author", docid: "", hideKey: false },
-                                marks: [{ type: "strong" }]
-                            }, {
-                                type: "dashField",
-                                attrs: { fieldKey: "creationDate", docid: "", hideKey: false },
-                                marks: [{ type: "strong" }]
-                            }]
+        const standardOps = (key:string) => ({ title : "Untitled "+ key, _fitWidth: true, system: true, "dragFactory-count": 0, cloneFieldFilter: new List<string>(["system"]) });
+        const json = {
+            doc: {
+                type: "doc",
+                content: [
+                    {
+                        type: "paragraph", attrs: {}, content: [{
+                            type: "dashField",
+                            attrs: { fieldKey: "author", docid: "", hideKey: false },
+                            marks: [{ type: "strong" }]
+                        }, {
+                            type: "dashField",
+                            attrs: { fieldKey: "creationDate", docid: "", hideKey: false },
+                            marks: [{ type: "strong" }]
                         }]
-                },
-                selection: { type: "text", anchor: 1, head: 1 },
-                storedMarks: []
-            };
-            const headerTemplate = Docs.Create.RTFDocument(new RichTextField(JSON.stringify(json), ""), {
-                title: "text", version: headerViewVersion, _height: 70, _headerPointerEvents: "all",
-                _headerHeight: 12, _headerFontSize: 9, _autoHeight: true, system: true, _fitWidth: true,
-                cloneFieldFilter: new List<string>(["system"])
-            }, "header");
-            const headerBtnHgt = 10;
-            headerTemplate[DataSym].layout =
+                    }]
+            },
+            selection: { type: "text", anchor: 1, head: 1 },
+            storedMarks: []
+        };
+        const headerBtnHgt = 10;
+        const headerTemplate = (opts:DocumentOptions) => {
+            const header = Docs.Create.RTFDocument(new RichTextField(JSON.stringify(json), ""), { ...opts, title: "text", 
+                layout:
                 "<HTMLdiv transformOrigin='top left' width='{100/scale}%' height='{100/scale}%' transform='scale({scale})'>" +
                 `    <FormattedTextBox {...props} dontScale='true' fieldKey={'text'}  height='calc(100% - ${headerBtnHgt}px - {this._headerHeight||0}px)'/>` +
                 "    <FormattedTextBox {...props} dontScale='true' fieldKey={'header'}  dontSelectOnLoad='true' ignoreAutoHeight='true' fontSize='{this._headerFontSize||9}px' height='{(this._headerHeight||0)}px' background='{this._headerColor || MySharedDocs().userColor||`lightGray`}' />" +
                 `    <HTMLdiv fontSize='${headerBtnHgt - 1}px' height='${headerBtnHgt}px' background='yellow' onClick={‘(this._headerHeight=scale*Math.min(Math.max(0,this._height-30),this._headerHeight===0?50:0)) + (this._autoHeightMargins=this._headerHeight ? this._headerHeight+${headerBtnHgt}:0)’}  >Metadata</HTMLdiv>` +
-                "</HTMLdiv>";
+                "</HTMLdiv>"
+            }, "header");
 
             // "<div style={'height:100%'}>" +
             // "    <FormattedTextBox {...props} fieldKey={'header'} dontSelectOnLoad={'true'} ignoreAutoHeight={'true'} pointerEvents='{this._headerPointerEvents||`none`}' fontSize='{this._headerFontSize}px' height='{this._headerHeight}px' background='{this._headerColor||this.target.mySharedDocs.userColor}' />" +
             // "    <FormattedTextBox {...props} fieldKey={'text'} position='absolute' top='{(this._headerHeight)*scale}px' height='calc({100/scale}% - {this._headerHeight}px)'/>" +
             // "</div>";
-            (headerTemplate.proto as Doc).isTemplateDoc = makeTemplate(headerTemplate.proto as Doc, true, "headerView");
-            doc.emptyHeader = headerTemplate;
-            ((doc.emptyHeader as Doc).proto as Doc)["dragFactory-count"] = 0;
-        }
-        if (doc.emptyComparison === undefined) {
-            doc.emptyComparison = Docs.Create.ComparisonDocument({ title: "comparison box", _width: 300, _height: 300, system: true, cloneFieldFilter: new List<string>(["system"]) });
-        }
-        if (doc.emptyScript === undefined) {
-            doc.emptyScript = Docs.Create.ScriptingDocument(undefined, { _width: 200, _height: 250, title: "script", system: true, cloneFieldFilter: new List<string>(["system"]) });
-            ((doc.emptyScript as Doc).proto as Doc)["dragFactory-count"] = 0;
-        }
-        if (doc.emptyScreenshot === undefined) {
-            doc.emptyScreenshot = Docs.Create.ScreenshotDocument("empty screenshot", { _fitWidth: true, title: "empty screenshot", _width: 400, _height: 200, system: true, cloneFieldFilter: new List<string>(["system"]) });
-        }
-        if (doc.emptyWall === undefined) {
-            doc.emptyWall = Docs.Create.ScreenshotDocument("", { _fitWidth: true, _width: 400, _height: 200, title: "screen snapshot", system: true, cloneFieldFilter: new List<string>(["system"]) });
-            (doc.emptyWall as Doc).videoWall = true;
-        }
-        if (doc.emptyAudio === undefined) {
-            doc.emptyAudio = Docs.Create.AudioDocument(nullAudio, { _width: 200, _height: 100, title: "audio recording", system: true, cloneFieldFilter: new List<string>(["system"]) });
-            ((doc.emptyAudio as Doc).proto as Doc)["dragFactory-count"] = 0;
+            MakeTemplate(Doc.GetProto(header), true, "Untitled Header");
+            return header; 
         }
-        if (doc.emptyNote === undefined) {
-            doc.emptyNote = Docs.Create.TextDocument("", {
-                _width: 200, title: "text note", _autoHeight: true, system: true,
-                _fontFamily: StrCast(Doc.UserDoc()._fontFamily), _fontSize: StrCast(Doc.UserDoc()._fontSize),
-                cloneFieldFilter: new List<string>(["system"])
-            });
-            ((doc.emptyNote as Doc).proto as Doc)["dragFactory-count"] = 0;
-        }
-        if (doc.emptyImage === undefined) {
-            doc.emptyImage = Docs.Create.ImageDocument("https://upload.wikimedia.org/wikipedia/commons/thumb/3/3a/Cat03.jpg/1200px-Cat03.jpg", { _width: 250, _nativeWidth: 250, title: "an image of a cat", system: true });
-        }
-        if (doc.emptyButton === undefined) {
-            doc.emptyButton = Docs.Create.ButtonDocument({ _width: 150, _height: 50, _xPadding: 10, _yPadding: 10, title: "Button", system: true, cloneFieldFilter: new List<string>(["system"]) });
-            ((doc.emptyButton as Doc).proto as Doc)["dragFactory-count"] = 0;
-        }
-        if (doc.emptyWebpage === undefined) {
-            doc.emptyWebpage = Docs.Create.WebDocument("http://www.bing.com/", { title: "webpage", _nativeWidth: 850, _height: 512, _width: 400, useCors: true, system: true, cloneFieldFilter: new List<string>(["system"]) });
-        }
-        if (doc.emptyMap === undefined) {
-            doc.emptyMap = Docs.Create.MapDocument([], { title: "map", _showSidebar: true, _width: 800, _height: 600, system: true, cloneFieldFilter: new List<string>(["system"]) });
-            ((doc.emptyMap as Doc).proto as Doc)["dragFactory-count"] = 0;
-        }
-        if (doc.activeMobileMenu === undefined) {
-            this.setupActiveMobileMenu(doc);
-        }
-        return [
-            { toolTip: "Tap to create a note in a new pane, drag for a note", title: "Note", icon: "sticky-note", click: 'openOnRight(copyDragFactory(this.clickFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyNote as Doc, noviceMode: true, clickFactory: doc.emptyNote as Doc, },
-            { toolTip: "Tap to create a collection in a new pane, drag for a collection", title: "Col", icon: "folder", click: 'openOnRight(copyDragFactory(this.clickFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyCollection as Doc, noviceMode: true, clickFactory: doc.emptyPane as Doc, },
-            { toolTip: "Tap to create a webpage in a new pane, drag for a webpage", title: "Web", icon: "globe-asia", click: 'openOnRight(copyDragFactory(this.dragFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyWebpage as Doc, noviceMode: true },
-            { toolTip: "Tap to create a progressive slide", title: "Slide", icon: "file", click: 'openOnRight(copyDragFactory(this.dragFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptySlide as Doc },
-            { toolTip: "Tap to create a cat image in a new pane, drag for a cat image", title: "Image", icon: "cat", click: 'openOnRight(copyDragFactory(this.dragFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyImage as Doc },
-            { toolTip: "Tap to create a comparison box in a new pane, drag for a comparison box", title: "Compare", icon: "columns", click: 'openOnRight(copyDragFactory(this.dragFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyComparison as Doc, noviceMode: true },
-            { toolTip: "Tap to create a screen grabber in a new pane, drag for a screen grabber", title: "Grab", icon: "photo-video", click: 'openOnRight(copyDragFactory(this.dragFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyScreenshot as Doc },
-            { toolTip: "Tap to create a videoWall", title: "Wall", icon: "photo-video", click: 'openOnRight(copyDragFactory(this.dragFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyWall as Doc },
-            { toolTip: "Tap to create an audio recorder in a new pane, drag for an audio recorder", title: "Audio", icon: "microphone", click: 'openOnRight(copyDragFactory(this.dragFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyAudio as Doc, noviceMode: true },
-            { toolTip: "Tap to create a button in a new pane, drag for a button", title: "Button", icon: "bolt", click: 'openOnRight(copyDragFactory(this.dragFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyButton as Doc },
-            // { toolTip: "Tap to create a presentation in a new pane, drag for a presentation", title: "Trails", icon: "pres-trail", click: 'openOnRight(Doc.UserDoc().activePresentation = copyDragFactory(this.dragFactory))', drag: `Doc.UserDoc().activePresentation = copyDragFactory(this.dragFactory)`, dragFactory: doc.emptyPresentation as Doc, noviceMode: true },
-            { toolTip: "Tap to create a scripting box in a new pane, drag for a scripting box", title: "Script", icon: "terminal", click: 'openOnRight(copyDragFactory(this.dragFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyScript as Doc },
-            { toolTip: "Tap to create a mobile view in a new pane, drag for a mobile view", title: "Phone", icon: "mobile", click: 'openOnRight(Doc.UserDoc().activeMobileMenu)', drag: 'this.dragFactory', dragFactory: doc.activeMobileMenu as Doc },
-            { toolTip: "Tap to create a custom header note document, drag for a custom header note", title: "Custom", icon: "window-maximize", click: 'openOnRight(delegateDragFactory(this.dragFactory))', drag: 'delegateDragFactory(this.dragFactory)', dragFactory: doc.emptyHeader as Doc },
-            { toolTip: "Toggle a Calculator REPL", title: "repl", icon: "calculator", click: 'addOverlayWindow("ScriptingRepl", { x: 300, y: 100, width: 200, height: 200, title: "Scripting REPL" })' },
-            { toolTip: "Tap to create a map in the new pane, drag for a map", title: "Map", icon: "map-marker-alt", click: 'openOnRight(copyDragFactory(this.dragFactory))', drag: 'copyDragFactory(this.dragFactory)', dragFactory: doc.emptyMap as Doc, noviceMode: true }
-        ];
+        const emptyThings:{key:string,  // the field name where the empty thing will be stored
+                          opts:DocumentOptions,   // the document options that are required for the empty thing
+                          funcs?:{[key:string]: any},  // computed fields that are rquired for the empth thing
+                          creator:(opts:DocumentOptions)=> any // how to create the empty thing if it doesn't exist
+              }[] = [
+            {key: "Note",       creator: opts => Docs.Create.TextDocument("", opts),        opts: { _width: 200, _autoHeight: true }},
+            {key: "Collection", creator: opts => Docs.Create.FreeformDocument([], opts),    opts: { _width: 150, _height: 100 }},
+            {key: "Equation",   creator: opts => Docs.Create.EquationDocument(opts),        opts: { _width: 300, _height: 35, _fitWidth:false, _backgroundGridShow: true, }},
+            {key: "Webpage",    creator: opts => Docs.Create.WebDocument("",opts),          opts: { _width: 400, _height: 512, _nativeWidth: 850, useCors: true, }},
+            {key: "Comparison", creator: Docs.Create.ComparisonDocument,                    opts: { _width: 300, _height: 300 }},
+            {key: "Audio",      creator: opts => Docs.Create.AudioDocument(nullAudio, opts),opts: { _width: 200, _height: 100, }},
+            {key: "Map",        creator: opts => Docs.Create.MapDocument([], opts),         opts: { _width: 800, _height: 600, _showSidebar: true,  }},
+            {key: "Screengrab", creator: Docs.Create.ScreenshotDocument,                    opts: { _width: 400, _height: 200 }},
+            {key: "WebCam",     creator: opts => Docs.Create.WebCamDocument("", opts),      opts: { _width: 400, _height: 200, recording:true, system: true, cloneFieldFilter: new List<string>(["system"]) }},
+            {key: "Button",     creator: Docs.Create.ButtonDocument,                        opts: { _width: 150, _height: 50, _xPadding: 10, _yPadding: 10, }},
+            {key: "Script",     creator: opts => Docs.Create.ScriptingDocument(null, opts), opts: { _width: 200, _height: 250, }},
+            {key: "DataViz",    creator: opts => Docs.Create.DataVizDocument(opts),         opts: { _width: 300, _height: 300 }},
+            {key: "Header",     creator: headerTemplate,                                    opts: { _width: 300, _height: 70, _headerPointerEvents: "all", _headerHeight: 12, _headerFontSize: 9, _autoHeight: true,}},
+            {key: "Presentation",creator: Docs.Create.PresDocument,                         opts: { _width: 400, _height: 500, _viewType: CollectionViewType.Stacking, targetDropAction: "alias" as any, _chromeHidden: true, boxShadow: "0 0" }},
+            {key: "Tab",        creator: opts => Docs.Create.FreeformDocument([], opts),    opts: { _width: 500, _height: 800, _backgroundGridShow: true, }},
+            {key: "Slide",      creator: opts => Docs.Create.TreeDocument([], opts),        opts: { _width: 300, _height: 200, _viewType: CollectionViewType.Tree, 
+                                                                                                treeViewHasOverlay: true, _fontSize: "20px", _autoHeight: true, 
+                                                                                                allowOverlayDrop: true, treeViewType: TreeViewType.outline, 
+                                                                                                backgroundColor: "white", _xMargin: 0, _yMargin: 0, _singleLine: true 
+                                                                                            }, funcs: {title: 'self.text?.Text'}},
+            ];
 
+        emptyThings.forEach(thing => this.AssignDocField(doc, "empty"+thing.key, (opts) => thing.creator(opts), {...standardOps(thing.key), ...thing.opts}, undefined, undefined, thing.funcs));
+        
+        return [
+            { toolTip: "Tap or drag to create a note",            title: "Note", icon: "sticky-note",   dragFactory: doc.emptyNote as Doc, },
+            { toolTip: "Tap or drag to create a collection",      title: "Col", icon: "folder",         dragFactory: doc.emptyCollection as Doc, clickFactory: DocCast(doc.emptyTab),  scripts: { onClick: 'openOnRight(copyDragFactory(this.clickFactory))', onDragStart: '{ return copyDragFactory(this.dragFactory);}'}, },
+            { toolTip: "Tap or drag to create an equation",       title: "Math", icon: "calculator",    dragFactory: doc.emptyEquation as Doc, },
+            { toolTip: "Tap or drag to create a webpage",         title: "Web", icon: "globe-asia",     dragFactory: doc.emptyWebpage as Doc, },
+            { toolTip: "Tap or drag to create a comparison box",  title: "Compare", icon: "columns",    dragFactory: doc.emptyComparison as Doc, },
+            { toolTip: "Tap or drag to create an audio recorder", title: "Audio", icon: "microphone",   dragFactory: doc.emptyAudio as Doc,       scripts: { onClick: 'openInOverlay(copyDragFactory(this.dragFactory))', onDragStart: '{ return copyDragFactory(this.dragFactory);}'}, },
+            { toolTip: "Tap or drag to create a map",             title: "Map", icon: "map-marker-alt", dragFactory: doc.emptyMap as Doc, },
+            { toolTip: "Tap or drag to create a screen grabber",  title: "Grab", icon: "photo-video",   dragFactory: doc.emptyScreengrab as Doc,  scripts: { onClick: 'openInOverlay(copyDragFactory(this.dragFactory))', onDragStart: '{ return copyDragFactory(this.dragFactory);}'},funcs: { hidden: 'IsNoviceMode()'} },
+            { toolTip: "Tap or drag to create a WebCam recorder", title: "WebCam", icon: "photo-video", dragFactory: doc.emptyWebCam as Doc,      scripts: { onClick: 'openInOverlay(copyDragFactory(this.dragFactory))', onDragStart: '{ return copyDragFactory(this.dragFactory);}'},funcs: { hidden: 'IsNoviceMode()'}},
+            { toolTip: "Tap or drag to create a button",          title: "Button", icon: "bolt",        dragFactory: doc.emptyButton as Doc,      funcs: { hidden: 'IsNoviceMode()'} },
+            { toolTip: "Tap or drag to create a scripting box",   title: "Script", icon: "terminal",    dragFactory: doc.emptyScript as Doc,      funcs: { hidden: 'IsNoviceMode()'}},
+            { toolTip: "Tap or drag to create a data viz node",   title: "DataViz", icon: "file",       dragFactory: doc.emptyDataViz as Doc, },
+            { toolTip: "Tap or drag to create a data note",       title: "DataNote", icon: "window-maximize", dragFactory: doc.emptyHeader as Doc,  scripts: {onClick: 'openOnRight(delegateDragFactory(this.dragFactory))', onDragStart: '{ return delegateDragFactory(this.dragFactory);}'},  },
+            { toolTip: "Toggle a Calculator REPL",                title: "repl", icon: "calculator",                                              scripts: {onClick: 'addOverlayWindow("ScriptingRepl", { x: 300, y: 100, width: 200, height: 200, title: "Scripting REPL" })' } },
+          ].map(tuple => ({scripts: {onClick: 'openOnRight(copyDragFactory(this.dragFactory))', onDragStart: '{ return copyDragFactory(this.dragFactory);}'}, ...tuple, }))
     }
 
-    // setup the "creator" buttons for the sidebar-- eg. the default set of draggable document creation tools
-    static async setupCreatorButtons(doc: Doc) {
-        let alreadyCreatedButtons: string[] = [];
-        const dragCreatorSet = Cast(doc.myItemCreators, Doc, null);
-        if (dragCreatorSet) {
-            const dragCreators = Cast(dragCreatorSet.data, listSpec(Doc));
-            if (dragCreators) {
-                const dragDocs = await Promise.all(Array.from(dragCreators));
-                alreadyCreatedButtons = dragDocs.map(d => StrCast(d.title));
-            }
-        }
-        const buttons = CurrentUserUtils.creatorBtnDescriptors(doc).filter(d => !alreadyCreatedButtons?.includes(d.title));
-        const creatorBtns = buttons.map(({ title, toolTip, icon, ignoreClick, drag, click, backgroundColor, dragFactory, noviceMode, clickFactory }) => Docs.Create.FontIconDocument({
-            _nativeWidth: 50, _nativeHeight: 50, _width: 35, _height: 35,
-            icon,
-            title,
-            toolTip,
-            btnType: ButtonType.ToolButton,
-            ignoreClick,
-            _dropAction: "alias",
-            onDragStart: drag ? ScriptField.MakeFunction(drag) : undefined,
-            onClick: click ? ScriptField.MakeScript(click) : undefined,
-            backgroundColor: backgroundColor ? backgroundColor : Colors.DARK_GRAY,
-            color: Colors.WHITE,
-            _hideContextMenu: true,
-            _removeDropProperties: new List<string>(["_stayInCollection"]),
-            _stayInCollection: true,
-            dragFactory,
-            clickFactory,
-            hidden: !noviceMode ? ComputedField.MakeFunction("IsNoviceMode()") as any : undefined,
-            system: true,
-        }));
+    /// Initalizes the "creator" buttons for the sidebar-- eg. the default set of draggable document creation tools
+    static setupCreatorButtons(doc: Doc, dragCreatorDoc?:Doc):Doc {
+        const creatorBtns = CurrentUserUtils.creatorBtnDescriptors(doc).map((reqdOpts) => {
+            const btn = dragCreatorDoc ? DocListCast(dragCreatorDoc.data).find(doc => doc.title === reqdOpts.title): undefined;
+            const opts:DocumentOptions = {...OmitKeys(reqdOpts, ["funcs", "scripts", "backgroundColor"]).omit,
+                _nativeWidth: 50, _nativeHeight: 50, _width: 35, _height: 35, _hideContextMenu: true, _stayInCollection: true, _dropAction: "alias",
+                btnType: ButtonType.ToolButton, backgroundColor: reqdOpts.backgroundColor ?? Colors.DARK_GRAY, color: Colors.WHITE, system: true,
+                _removeDropProperties: new List<string>(["_stayInCollection"]),
+                };
+            return this.AssignScripts(this.AssignOpts(btn, opts) ?? Docs.Create.FontIconDocument(opts), reqdOpts.scripts, reqdOpts.funcs);
+        });
 
-        if (dragCreatorSet === undefined) {
-            doc.myItemCreators = new PrefetchProxy(Docs.Create.MasonryDocument(creatorBtns, {
-                title: "Basic Item Creators", _showTitle: "title", _xMargin: 0, _stayInCollection: true, _hideContextMenu: true, _chromeHidden: true,
-                _autoHeight: true, _width: 500, _height: 300, _fitWidth: true, _columnWidth: 40, ignoreClick: true, _lockedPosition: true, _forceActive: true,
-                dropConverter: ScriptField.MakeScript("convertToButtons(dragData)", { dragData: DragManager.DocumentDragData.name }), system: true
-            }));
-        } else {
-            creatorBtns.forEach(nb => Doc.AddDocToList(doc.myItemCreators as Doc, "data", nb));
-        }
-        return doc.myItemCreators as Doc;
+        const reqdOpts:DocumentOptions = {
+            title: "Basic Item Creators", _showTitle: "title", _xMargin: 0, _stayInCollection: true, _hideContextMenu: true, _chromeHidden: true, system: true,
+            _autoHeight: true, _width: 500, _height: 300, _fitWidth: true, _columnWidth: 40, ignoreClick: true, _lockedPosition: true, _forceActive: true,
+            childDocumentsActive: true
+        };
+        const reqdScripts = { dropConverter: "convertToButtons(dragData)" };
+        return this.AssignScripts(this.AssignOpts(dragCreatorDoc, reqdOpts, creatorBtns) ?? Docs.Create.MasonryDocument(creatorBtns, reqdOpts), reqdScripts);
     }
 
-    static async menuBtnDescriptions(doc: Doc) {
+    /// returns descriptions needed to buttons for the left sidebar to open up panes displaying different collections of documents
+    static leftSidebarMenuBtnDescriptions(doc: Doc):{title:string, target:Doc, icon:string, scripts:{[key:string]:any}, funcs?:{[key:string]:any}}[] {
+        const badgeValue = "((len) => len && len !== '0' ? len: undefined)(docList(self.target.data).filter(doc => !docList(self.target.viewed).includes(doc)).length.toString())";
         return [
-            { title: "Dashboards", target: Cast(doc.myDashboards, Doc, null), icon: "desktop", click: 'selectMainMenu(self)' },
-            { title: "Search", target: Cast(doc.mySearchPanel, Doc, null), icon: "search", click: 'selectMainMenu(self)' },
-            { title: "Files", target: Cast(doc.myFilesystem, Doc, null), icon: "folder-open", click: 'selectMainMenu(self)' },
-            { title: "Tools", target: Cast(doc.myTools, Doc, null), icon: "wrench", click: 'selectMainMenu(self)', hidden: "IsNoviceMode()" },
-            { title: "Imports", target: Cast(doc.myImportDocs, Doc, null), icon: "upload", click: 'selectMainMenu(self)' },
-            { title: "Recently Closed", target: Cast(doc.myRecentlyClosedDocs, Doc, null), icon: "archive", click: 'selectMainMenu(self)' },
-            { title: "Shared  with me", target: Cast(doc.mySharedDocs, Doc, null), icon: "users", click: 'selectMainMenu(self)', watchedDocuments: doc.mySharedDocs as Doc },
-            { title: "Trails", target: Cast(doc.myTrails, Doc, null), icon: "pres-trail", click: 'selectMainMenu(self)' },
-            { title: "User Doc", target: Cast(doc.myUserDoc, Doc, null), icon: "address-card", click: 'selectMainMenu(self)', hidden: "IsNoviceMode()" },
-        ];
+            { title: "Dashboards",      target: this.setupDashboards(doc, "myDashboards"),         icon: "desktop",     },
+            { title: "Search",          target: this.setupSearcher(doc, "mySearcher"),             icon: "search",      },
+            { title: "Files",           target: this.setupFilesystem(doc, "myFilesystem"),         icon: "folder-open", },
+            { title: "Tools",           target: this.setupToolsBtnPanel(doc, "myTools"),           icon: "wrench",      funcs: {hidden: "IsNoviceMode()"} },
+            { title: "Imports",         target: this.setupImportSidebar(doc, "myImports"),         icon: "upload",      },
+            { title: "Recently Closed", target: this.setupRecentlyClosed(doc, "myRecentlyClosed"), icon: "archive",     },
+            { title: "Shared Docs",     target: this.MySharedDocs,                                 icon: "users",       funcs:{badgeValue:badgeValue}},
+            { title: "Trails",          target: this.setupTrails(doc, "myTrails"),                 icon: "pres-trail",  },
+            { title: "User Doc View",   target: this.setupUserDocView(doc, "myUserDocView"),       icon: "address-card",funcs: {hidden: "IsNoviceMode()"} },
+        ].map(tuple => ({...tuple, scripts:{onClick: 'selectMainMenu(self)'}}));
     }
 
-    static async setupMenuPanel(doc: Doc, sharingDocumentId: string, linkDatabaseId: string) {
-        if (doc.menuStack === undefined) {
-            await this.setupSharingSidebar(doc, sharingDocumentId, linkDatabaseId);  // sets up the right sidebar collection for mobile upload documents and sharing
-            const menuBtns = (await CurrentUserUtils.menuBtnDescriptions(doc)).map(({ title, target, icon, click, watchedDocuments, hidden }) =>
-                Docs.Create.FontIconDocument({
-                    icon,
-                    btnType: ButtonType.MenuButton,
-                    _stayInCollection: true,
-                    _hideContextMenu: true,
-                    _chromeHidden: true,
-                    system: true,
-                    dontUndo: true,
-                    title,
-                    target,
-                    hidden: hidden ? ComputedField.MakeFunction("IsNoviceMode()") as any : undefined,
-                    _dropAction: "alias",
-                    _removeDropProperties: new List<string>(["dropAction", "_stayInCollection"]),
-                    _width: 60,
-                    _height: 60,
-                    watchedDocuments,
-                    onClick: ScriptField.MakeScript(click, { scriptContext: "any" })
-                })
-            );
-
-            menuBtns.forEach(menuBtn => {
-                if (menuBtn.title === "Search") {
-                    this.searchBtn = menuBtn;
-                }
-            });
-
-            menuBtns.forEach(menuBtn => {
-                if (menuBtn.title === "Search") {
-                    doc.searchBtn = menuBtn;
-                }
-            });
-
-            doc.menuStack = new PrefetchProxy(Docs.Create.StackingDocument(menuBtns, {
-                title: "menuItemPanel",
-                childDropAction: "alias",
-                _chromeHidden: true,
-                backgroundColor: Colors.DARK_GRAY,
-                boxShadow: "rgba(0,0,0,0)",
-                dropConverter: ScriptField.MakeScript("convertToButtons(dragData)", { dragData: DragManager.DocumentDragData.name }),
-                ignoreClick: true,
-                _gridGap: 0,
-                _yMargin: 0,
-                _yPadding: 0, _xMargin: 0, _autoHeight: false, _width: 60, _columnWidth: 60, _lockedPosition: true, system: true
-            }));
-        }
-        // this resets all sidebar buttons to being deactivated
-        PromiseValue(Cast(doc.menuStack, Doc)).then(stack => {
-            stack && PromiseValue(stack.data).then(btns => {
-                DocListCastAsync(btns).then(bts => bts?.forEach(btn => {
-                    btn.dontUndo = true;
-                    btn.system = true;
-                    if (btn.title === "Catalog" || btn.title === "My Files") { // migration from Catalog to My Files
-                        btn.target = Doc.UserDoc().myFilesystem;
-                        btn.title = "My Files";
-                    }
-                }));
-            });
-        });
-        return doc.menuStack as Doc;
+    /// the empty panel that is filled with whichever left menu button's panel has been selected
+    static setupLeftSidebarPanel(doc: Doc, field="myLeftSidebarPanel") {
+        this.AssignDocField(doc, field, (opts) => ((doc:Doc) => {doc.system = true; return doc;})(new Doc()), {system:true});
     }
 
+    /// Initializes the left sidebar menu buttons and the panels they open up
+    static setupLeftSidebarMenu(doc: Doc, field="myLeftSidebarMenu") {
+        this.setupLeftSidebarPanel(doc);
+        const myLeftSidebarMenu = DocCast(doc[field]);
+        const menuBtns = CurrentUserUtils.leftSidebarMenuBtnDescriptions(doc).map(({ title, target, icon, scripts, funcs }) => {
+            const btnDoc = myLeftSidebarMenu ? DocListCast(myLeftSidebarMenu.data).find(doc => doc.title === title) : undefined;
+            const reqdBtnOpts:DocumentOptions = {
+                title, icon, target, btnType: ButtonType.MenuButton, system: true, dontUndo: true,  dontRegisterView: true,
+                _width: 60, _height: 60,  _stayInCollection: true, _hideContextMenu: true, _chromeHidden: true, _dropAction: "alias",
+                _removeDropProperties: new List<string>(["dropAction", "_stayInCollection"]),
+            };
+            return this.AssignScripts(this.AssignOpts(btnDoc, reqdBtnOpts) ?? Docs.Create.FontIconDocument(reqdBtnOpts), scripts, funcs);
+        });
 
-    // Sets up mobile menu if it is undefined creates a new one, otherwise returns existing menu
-    static setupActiveMobileMenu(doc: Doc) {
-        if (doc.activeMobileMenu === undefined) {
-            doc.activeMobileMenu = this.setupMobileMenu();
-        }
-        return doc.activeMobileMenu as Doc;
+        const reqdStackOpts:DocumentOptions ={
+            title: "menuItemPanel", childDropAction: "alias", backgroundColor: Colors.DARK_GRAY, boxShadow: "rgba(0,0,0,0)",  dontRegisterView: true, ignoreClick: true,
+            _chromeHidden: true, _gridGap: 0, _yMargin: 0, _yPadding: 0, _xMargin: 0, _autoHeight: false, _width: 60, _columnWidth: 60, _lockedPosition: true, system: true
+        };
+        return this.AssignDocField(doc, field, (opts, items) => Docs.Create.StackingDocument(items??[], opts), reqdStackOpts, menuBtns, { dropConverter: "convertToButtons(dragData)" });
     }
 
-    // Sets up mobileMenu stacking document
-    static setupMobileMenu() {
-        const menu = new PrefetchProxy(Docs.Create.StackingDocument(this.setupMobileButtons(), {
-            _width: 980, ignoreClick: true, _lockedPosition: false, title: "home", _yMargin: 100, system: true, _chromeHidden: true,
-        }));
-        return menu;
+    // Sets up mobile menu if it is undefined creates a new one, otherwise returns existing menu
+    static setupActiveMobileMenu(doc: Doc, field="activeMobileMenu") {
+        const reqdOpts = { _width: 980, ignoreClick: true, _lockedPosition: false, title: "home", _yMargin: 100, system: true, _chromeHidden: true,};
+        this.AssignDocField(doc, field, (opts, items) => Docs.Create.StackingDocument(this.setupMobileButtons(), opts), reqdOpts);
     }
 
-    // SEts up mobile buttons for inside mobile menu
+    // Sets up mobile buttons for inside mobile menu
     static setupMobileButtons(doc?: Doc, buttons?: string[]) {
+        return [];
         const docProtoData: { title: string, icon: string, drag?: string, ignoreClick?: boolean, click?: string, backgroundColor?: string, info: string, dragFactory?: Doc }[] = [
             { title: "DASHBOARDS", icon: "bars", click: 'switchToMobileLibrary()', backgroundColor: "lightgrey", info: "Access your Dashboards from your mobile, and navigate through all of your documents. " },
             { title: "UPLOAD", icon: "upload", click: 'openMobileUploads()', backgroundColor: "lightgrey", info: "Upload files from your mobile device so they can be accessed on Dash Web." },
@@ -723,483 +490,372 @@ export class CurrentUserUtils {
         });
     }
 
-    static setupLibrary(userDoc: Doc) {
-        return CurrentUserUtils.setupDashboards(userDoc);
+    /// Search option on the left side button panel
+    static setupSearcher(doc: Doc, field:string) {
+        return this.AssignDocField(doc, field, (opts, items) => Docs.Create.SearchDocument(opts), {
+                dontRegisterView: true, backgroundColor: "dimgray", ignoreClick: true, title: "Search Panel", system: true, childDropAction: "alias", 
+                _lockedPosition: true, _viewType: CollectionViewType.Schema, _searchDoc: true,  });
     }
 
-    // setup the Creator button which will display the creator panel.  This panel will include the drag creators and the color picker.
-    // when clicked, this panel will be displayed in the target container (ie, sidebarContainer)
-    static async setupToolsBtnPanel(doc: Doc) {
-        // setup a masonry view of all he creators
-        const creatorBtns = await CurrentUserUtils.setupCreatorButtons(doc);
-        const templateBtns = CurrentUserUtils.setupUserTemplateButtons(doc);
-
-        doc["tabs-button-tools"] = undefined;
-
-        if (doc.myCreators === undefined) {
-            doc.myCreators = new PrefetchProxy(Docs.Create.StackingDocument([creatorBtns, templateBtns], {
-                title: "all Creators", _yMargin: 0, _autoHeight: true, _xMargin: 0, _fitWidth: true,
-                _width: 500, _height: 300, ignoreClick: true, _lockedPosition: true, system: true, _chromeHidden: true,
-            }));
-        }
-        // setup a color picker
-        if (doc.myColorPicker === undefined) {
-            const color = Docs.Create.ColorDocument({
-                title: "color picker", _width: 220, _dropAction: "alias", _hideContextMenu: true, _stayInCollection: true, _forceActive: true, _removeDropProperties: new List<string>(["dropAction", "_stayInCollection", "_hideContextMenu", "forceActive"]), system: true
-            });
-            doc.myColorPicker = new PrefetchProxy(color);
-        }
-
-        if (doc.myTools === undefined) {
-            const toolsStack = new PrefetchProxy(Docs.Create.StackingDocument([doc.myCreators as Doc], {
-                title: "My Tools", _showTitle: "title", _width: 500, _yMargin: 20, ignoreClick: true, _lockedPosition: true, _forceActive: true,
-                system: true, _stayInCollection: true, _hideContextMenu: true, _chromeHidden: true, boxShadow: "0 0",
-            })) as any as Doc;
-
-            doc.myTools = toolsStack;
-        }
-    }
-
-    static async setupDashboards(doc: Doc) {
-        // setup dashboards library item
-        await doc.myDashboards;
-        if (doc.myDashboards === undefined) {
-            const newDashboard = ScriptField.MakeScript(`createNewDashboard(Doc.UserDoc())`);
-            const newDashboardButton: Doc = Docs.Create.FontIconDocument({ onClick: newDashboard, _forceActive: true, toolTip: "Create new dashboard", _stayInCollection: true, _hideContextMenu: true, title: "new dashboard", btnType: ButtonType.ClickButton, _width: 30, _height: 30, buttonText: "New trail", icon: "plus", system: true });
-            doc.myDashboards = new PrefetchProxy(Docs.Create.TreeDocument([], {
-                title: "My Dashboards", _showTitle: "title", _height: 400, childHideLinkButton: true, freezeChildren: "remove|add",
-                treeViewHideTitle: true, _gridGap: 5, _forceActive: true, childDropAction: "alias",
-                treeViewTruncateTitleWidth: 150, ignoreClick: true, buttonMenu: true, buttonMenuDoc: newDashboardButton,
-                _lockedPosition: true, boxShadow: "0 0", childDontRegisterViews: true, targetDropAction: "same", treeViewType: "fileSystem", isFolder: true, system: true,
-                explainer: "This is your collection of dashboards. A dashboard represents the tab configuration of your workspace. To manage documents as folders, go to the Files."
-            }));
-            const toggleDarkTheme = ScriptField.MakeScript(`this.colorScheme = this.colorScheme ? undefined : "${ColorScheme.Dark}"`);
-            const toggleComic = ScriptField.MakeScript(`toggleComicMode()`);
-            const snapshotDashboard = ScriptField.MakeScript(`snapshotDashboard()`);
-            const shareDashboard = ScriptField.MakeScript(`shareDashboard(self)`);
-            const removeDashboard = ScriptField.MakeScript('removeDashboard(self)');
-            const developerFilter = ScriptField.MakeFunction('!IsNoviceMode()');
-            // (doc.myDashboards as any as Doc).childContextMenuScripts = new List<ScriptField>([newDashboard!, shareDashboard!, removeDashboard!]);
-            // (doc.myDashboards as any as Doc).childContextMenuLabels = new List<string>(["Create New Dashboard", "Share Dashboard", "Remove Dashboard"]);
-            // (doc.myDashboards as any as Doc).childContextMenuIcons = new List<string>(["plus", "user-friends", "times"]);
-            (doc.myDashboards as any as Doc).childContextMenuScripts = new List<ScriptField>([newDashboard!, toggleDarkTheme!, toggleComic!, snapshotDashboard!, shareDashboard!, removeDashboard!]);
-            (doc.myDashboards as any as Doc).childContextMenuLabels = new List<string>(["Create New Dashboard", "Toggle Dark Theme", "Toggle Comic Mode", "Snapshot Dashboard", "Share Dashboard", "Remove Dashboard"]);
-            (doc.myDashboards as any as Doc).childContextMenuIcons = new List<string>(["plus", "chalkboard", "tv", "camera", "users", "times"]);
-            (doc.myDashboards as any as Doc).childContextMenuFilters = new List<ScriptField>([undefined as any, developerFilter, developerFilter, developerFilter, undefined as any, undefined as any]);
-        }
-        return doc.myDashboards as any as Doc;
-    }
-
-    static async setupPresentations(doc: Doc) {
-        await doc.myTrails;
-        if (doc.myTrails === undefined) {
-            const newTrail = ScriptField.MakeScript(`createNewPresentation()`);
-            const newTrailButton: Doc = Docs.Create.FontIconDocument({ onClick: newTrail, _forceActive: true, toolTip: "Create new trail", _stayInCollection: true, _hideContextMenu: true, title: "New trail", btnType: ButtonType.ClickButton, _width: 30, _height: 30, buttonText: "New trail", icon: "plus", system: true });
-            doc.myTrails = new PrefetchProxy(Docs.Create.TreeDocument([], {
-                title: "My Trails", _showTitle: "title", _height: 100,
-                treeViewHideTitle: true, _fitWidth: true, _gridGap: 5, _forceActive: true, childDropAction: "alias",
-                treeViewTruncateTitleWidth: 150, ignoreClick: true, buttonMenu: true, buttonMenuDoc: newTrailButton,
-                _lockedPosition: true, boxShadow: "0 0", childDontRegisterViews: true, targetDropAction: "same", system: true,
-                explainer: "All of the trails that you have created will appear here."
-            }));
-            (doc.myTrails as any as Doc).contextMenuScripts = new List<ScriptField>([newTrail!]);
-            (doc.myTrails as any as Doc).contextMenuLabels = new List<string>(["Create New Trail"]);
-            (doc.myTrails as any as Doc).childContextMenuIcons = new List<string>(["plus"]);
-        }
-        return doc.myTrails as any as Doc;
+    /// Initializes the panel of draggable tools that is opened from the left sidebar.
+    static setupToolsBtnPanel(doc: Doc, field:string) {
+        const myTools = DocCast(doc[field]);
+        const creatorBtns = CurrentUserUtils.setupCreatorButtons(doc, DocListCast(myTools?.data)?.length ? DocListCast(myTools.data)[0]:undefined);
+        const templateBtns = CurrentUserUtils.setupExperimentalTemplateButtons(doc,DocListCast(myTools?.data)?.length > 1 ? DocListCast(myTools.data)[1]:undefined);
+        const reqdToolOps:DocumentOptions = {
+            title: "My Tools", system: true, ignoreClick: true, boxShadow: "0 0",
+            _showTitle: "title", _width: 500, _yMargin: 20, _lockedPosition: true, _forceActive: true, _stayInCollection: true, _hideContextMenu: true, _chromeHidden: true, 
+        };
+        return this.AssignDocField(doc, field, (opts, items) => Docs.Create.StackingDocument(items??[], opts), reqdToolOps, [creatorBtns, templateBtns]);
     }
 
-    static async setupFilesystem(doc: Doc) {
-        await doc.myFilesystem;
-        if (doc.myFilesystem === undefined) {
-            doc.myFileOrphans = Docs.Create.TreeDocument([], { title: "Unfiled", _stayInCollection: true, system: true, isFolder: true });
-            // doc.myFileRoot = Docs.Create.TreeDocument([], { title: "file root", _stayInCollection: true, system: true, isFolder: true });
-            const newFolder = ScriptField.MakeFunction(`makeTopLevelFolder()`, { scriptContext: "any" })!;
-            const newFolderButton: Doc = Docs.Create.FontIconDocument({
-                onClick: newFolder, _forceActive: true, toolTip: "Create new folder",
-                _stayInCollection: true, _hideContextMenu: true, title: "New folder", btnType: ButtonType.ClickButton, _width: 30, _height: 30,
-                buttonText: "New folder", icon: "folder-plus", system: true
-            });
-            doc.myFilesystem = new PrefetchProxy(Docs.Create.TreeDocument([doc.myFileOrphans as Doc], {
-                title: "My Documents", _showTitle: "title", buttonMenu: true, buttonMenuDoc: newFolderButton, _height: 100,
-                treeViewHideTitle: true, _gridGap: 5, _forceActive: true, childDropAction: "alias",
-                treeViewTruncateTitleWidth: 150, ignoreClick: true,
-                isFolder: true, treeViewType: "fileSystem", childHideLinkButton: true,
-                _lockedPosition: true, boxShadow: "0 0", childDontRegisterViews: true, targetDropAction: "proto", system: true,
-                explainer: "This is your file manager where you can create folders to keep track of documents independently of your dashboard."
-            }));
-            (doc.myFilesystem as any as Doc).contextMenuScripts = new List<ScriptField>([newFolder]);
-            (doc.myFilesystem as any as Doc).contextMenuLabels = new List<string>(["Create new folder"]);
-            (doc.myFilesystem as any as Doc).childContextMenuIcons = new List<string>(["plus"]);
+    /// initializes the left sidebar dashboard pane
+    static setupDashboards(doc: Doc, field:string) {
+        var myDashboards = DocCast(doc[field]);
+
+        const newDashboard = `createNewDashboard()`;
+        const reqdBtnOpts:DocumentOptions = { _forceActive: true,  _width: 30, _height: 30, _stayInCollection: true, _hideContextMenu: true,
+             title: "new dashboard", btnType: ButtonType.ClickButton, toolTip: "Create new dashboard", buttonText: "New trail", icon: "plus", system: true };
+        const reqdBtnScript = {onClick: newDashboard,}
+        const newDashboardButton = this.AssignScripts(this.AssignOpts(DocCast(myDashboards?.buttonMenuDoc), reqdBtnOpts) ?? Docs.Create.FontIconDocument(reqdBtnOpts), reqdBtnScript);
+       
+        const reqdOpts:DocumentOptions = {
+            title: "My Dashboards", childHideLinkButton: true, freezeChildren: "remove|add", treeViewHideTitle: true, boxShadow: "0 0", childDontRegisterViews: true,
+            targetDropAction: "same", treeViewType: TreeViewType.fileSystem, isFolder: true, system: true,  treeViewTruncateTitleWidth: 150, ignoreClick: true, 
+            buttonMenu: true, buttonMenuDoc: newDashboardButton, childDropAction: "alias",
+            _showTitle: "title", _height: 400, _gridGap: 5, _forceActive: true, _lockedPosition: true,
+            contextMenuLabels: new List<string>(["Create New Dashboard"]),
+            contextMenuIcons: new List<string>(["plus"]),
+            childContextMenuLabels: new List<string>(["Toggle Dark Theme", "Toggle Comic Mode", "Snapshot Dashboard", "Share Dashboard", "Remove Dashboard"]),// entries must be kept in synch with childContextMenuScripts, childContextMenuIcons, and childContextMenuFilters
+            childContextMenuIcons: new List<string>(["chalkboard", "tv", "camera", "users", "times"]), // entries must be kept in synch with childContextMenuScripts, childContextMenuLabels, and childContextMenuFilters
+            explainer: "This is your collection of dashboards. A dashboard represents the tab configuration of your workspace. To manage documents as folders, go to the Files."
+        };
+        myDashboards = this.AssignDocField(doc, field, (opts) => Docs.Create.TreeDocument([], opts), reqdOpts);
+        const toggleDarkTheme = `this.colorScheme = this.colorScheme ? undefined : "${ColorScheme.Dark}"`;
+        const contextMenuScripts = [newDashboard];
+        const childContextMenuScripts = [toggleDarkTheme, `toggleComicMode()`, `snapshotDashboard()`, `shareDashboard(self)`, 'removeDashboard(self)']; // entries must be kept in synch with childContextMenuLabels, childContextMenuIcons, and childContextMenuFilters
+        const childContextMenuFilters =  ['!IsNoviceMode()', '!IsNoviceMode()', '!IsNoviceMode()', undefined as any, undefined as any];// entries must be kept in synch with childContextMenuLabels, childContextMenuIcons, and childContextMenuScripts
+        if (Cast(myDashboards.contextMenuScripts, listSpec(ScriptField), null)?.length !== contextMenuScripts.length) {
+            myDashboards.contextMenuScripts = new List<ScriptField>(contextMenuScripts.map(script => ScriptField.MakeFunction(script)!));
+        } 
+        if (Cast(myDashboards.childContextMenuScripts, listSpec(ScriptField), null)?.length !== childContextMenuScripts.length) {
+            myDashboards.childContextMenuScripts = new List<ScriptField>(childContextMenuScripts.map(script => ScriptField.MakeFunction(script)!));
+        } 
+        if (Cast(myDashboards.childContextMenuFilters, listSpec(ScriptField), null)?.length !== childContextMenuFilters.length) {
+            myDashboards.childContextMenuFilters = new List<ScriptField>(childContextMenuFilters.map(script => !script ? script: ScriptField.MakeFunction(script)!));
         }
-        return doc.myFilesystem as any as Doc;
+        return myDashboards;
     }
 
-    static setupRecentlyClosedDocs(doc: Doc) {
-        if (doc.myRecentlyClosedDocs === undefined) {
-            const clearAll = ScriptField.MakeScript(`getProto(self).data = new List([])`);
-            const clearDocsButton: Doc = Docs.Create.FontIconDocument({ onClick: clearAll, _forceActive: true, toolTip: "Empty recently closed", _stayInCollection: true, _hideContextMenu: true, title: "Empty", btnType: ButtonType.ClickButton, _width: 30, _height: 30, buttonText: "Empty", icon: "trash", system: true });
-            doc.myRecentlyClosedDocs = new PrefetchProxy(Docs.Create.TreeDocument([], {
-                title: "My Recently Closed", _showTitle: "title", buttonMenu: true, buttonMenuDoc: clearDocsButton, childHideLinkButton: true,
-                treeViewHideTitle: true, _gridGap: 5, _forceActive: true, childDropAction: "alias",
-                treeViewTruncateTitleWidth: 150, ignoreClick: true,
-                _lockedPosition: true, boxShadow: "0 0", childDontRegisterViews: true, targetDropAction: "same", system: true,
-                explainer: "Recently closed documents appear in this menu. They will only be deleted if you explicity empty this list."
-
-            }));
-            (doc.myRecentlyClosedDocs as any as Doc).contextMenuScripts = new List<ScriptField>([clearAll!]);
-            (doc.myRecentlyClosedDocs as any as Doc).contextMenuLabels = new List<string>(["Empty recently closed"]);
-            (doc.myRecentlyClosedDocs as any as Doc).contextMenuIcons = new List<string>(["trash"]);
-
+    /// initializes the left sidebar Trails pane
+    static setupTrails(doc: Doc, field:string) {
+        var myTrails = DocCast(doc[field]);
+        const reqdBtnOpts:DocumentOptions = { _forceActive: true, _width: 30, _height: 30,  _stayInCollection: true, _hideContextMenu: true, 
+            title: "New trail",  toolTip: "Create new trail", btnType: ButtonType.ClickButton, buttonText: "New trail", icon: "plus", system: true };
+        const reqdBtnScript = {onClick: `createNewPresentation()`};
+        const newTrailButton = this.AssignScripts(this.AssignOpts(DocCast(myTrails?.buttonMenuDoc), reqdBtnOpts) ?? Docs.Create.FontIconDocument(reqdBtnOpts), reqdBtnScript);
+        
+        const reqdOpts:DocumentOptions = {
+            title: "My Trails", _showTitle: "title", _height: 100,
+            treeViewHideTitle: true, _fitWidth: true, _gridGap: 5, _forceActive: true, childDropAction: "alias",
+            treeViewTruncateTitleWidth: 150, ignoreClick: true, buttonMenu: true, buttonMenuDoc: newTrailButton,
+            contextMenuIcons: new List<string>(["plus"]),
+            contextMenuLabels: new List<string>(["Create New Trail"]),
+            _lockedPosition: true, boxShadow: "0 0", childDontRegisterViews: true, targetDropAction: "same", system: true,
+            explainer: "All of the trails that you have created will appear here."
+        };
+        myTrails = this.AssignDocField(doc, field, (opts) => Docs.Create.TreeDocument([], opts), reqdOpts);
+        const contextMenuScripts = [reqdBtnScript.onClick];
+        if (Cast(myTrails.contextMenuScripts, listSpec(ScriptField), null)?.length !== contextMenuScripts.length) {
+            myTrails.contextMenuScripts = new List<ScriptField>(contextMenuScripts.map(script => ScriptField.MakeFunction(script)!));
         }
+        return myTrails;
     }
 
-    static setupFilterDocs(doc: Doc) {
-        // setup Filter item
-        if (doc.currentFilter === undefined) {
-            doc.currentFilter = Docs.Create.FilterDocument({
-                title: "Unnamed Filter", _height: 150,
-                treeViewHideTitle: true, _xPadding: 5, _yPadding: 5, _gridGap: 5, _forceActive: true, childDropAction: "none",
-                treeViewTruncateTitleWidth: 150, ignoreClick: true,
-                _lockedPosition: true, boxShadow: "0 0", childDontRegisterViews: true, targetDropAction: "same", system: true, _autoHeight: true, _fitWidth: true
-            });
-            const clearAll = ScriptField.MakeScript(`getProto(self).data = new List([])`);
-            (doc.currentFilter as Doc).contextMenuScripts = new List<ScriptField>([clearAll!]);
-            (doc.currentFilter as Doc).contextMenuLabels = new List<string>(["Clear All"]);
-            (doc.currentFilter as Doc).filterBoolean = "AND";
+    /// initializes the left sidebar File system pane
+    static setupFilesystem(doc: Doc, field:string) {
+        var myFilesystem = DocCast(doc[field]);
+        const myFileOrphans = this.AssignDocField(doc, "myFileOrphans", (opts) => Docs.Create.TreeDocument([], opts), { title: "Unfiled", _stayInCollection: true, system: true, isFolder: true });
+        
+        const newFolder = `makeTopLevelFolder()`;
+        const newFolderOpts: DocumentOptions = {
+            _forceActive: true, _stayInCollection: true, _hideContextMenu: true, _width: 30, _height: 30,
+            title: "New folder", btnType: ButtonType.ClickButton, toolTip: "Create new folder", buttonText: "New folder", icon: "folder-plus", system: true
+        };
+        const newFolderScript = { onClick: newFolder};
+        const newFolderButton = this.AssignScripts(this.AssignOpts(DocCast(myFilesystem?.buttonMenuDoc), newFolderOpts) ?? Docs.Create.FontIconDocument(newFolderOpts), newFolderScript);
+        
+        const reqdOpts:DocumentOptions = { _showTitle: "title", _height: 100, _gridGap: 5, _forceActive: true, _lockedPosition: true, 
+            title: "My Documents", buttonMenu: true, buttonMenuDoc: newFolderButton, treeViewHideTitle: true, targetDropAction: "proto", system: true,
+            isFolder: true, treeViewType: TreeViewType.fileSystem, childHideLinkButton: true, boxShadow: "0 0", childDontRegisterViews: true, 
+            treeViewTruncateTitleWidth: 150, ignoreClick: true, childDropAction: "alias",
+            childContextMenuLabels: new List<string>(["Create new folder"]),
+            childContextMenuIcons: new List<string>(["plus"]),
+            explainer: "This is your file manager where you can create folders to keep track of documents independently of your dashboard."
+        };
+        myFilesystem = this.AssignDocField(doc, field, (opts, items) => Docs.Create.TreeDocument(items??[], opts), reqdOpts, [myFileOrphans]);
+        const childContextMenuScripts = [newFolder];
+        if (Cast(myFilesystem.childContextMenuScripts, listSpec(ScriptField), null)?.length !== childContextMenuScripts.length) {
+            myFilesystem.childContextMenuScripts = new List<ScriptField>(childContextMenuScripts.map(script => ScriptField.MakeFunction(script)!));
         }
+        return myFilesystem;
     }
 
-    static setupUserDoc(doc: Doc) {
-        if (doc.myUserDoc === undefined) {
-            doc.treeViewOpen = true;
-            doc.treeViewExpandedView = "fields";
-            doc.myUserDoc = new PrefetchProxy(Docs.Create.TreeDocument([doc], {
-                treeViewHideTitle: true, _gridGap: 5, _forceActive: true, title: "My UserDoc", _showTitle: "title",
-                treeViewTruncateTitleWidth: 150, ignoreClick: true,
-                _lockedPosition: true, boxShadow: "0 0", childDontRegisterViews: true, targetDropAction: "same", system: true
-            })) as any as Doc;
+    /// initializes the panel displaying docs that have been recently closed
+    static setupRecentlyClosed(doc: Doc, field:string) {
+        const reqdOpts:DocumentOptions = { _showTitle: "title", _lockedPosition: true, _gridGap: 5, _forceActive: true, 
+            title: "My Recently Closed", buttonMenu: true, childHideLinkButton: true, treeViewHideTitle: true, childDropAction: "alias", system: true,
+            treeViewTruncateTitleWidth: 150, ignoreClick: true,  boxShadow: "0 0", childDontRegisterViews: true, targetDropAction: "same",
+            contextMenuLabels: new List<string>(["Empty recently closed"]),
+            contextMenuIcons:new List<string>(["trash"]),
+            explainer: "Recently closed documents appear in this menu. They will only be deleted if you explicity empty this list."
+        };
+        const recentlyClosed = this.AssignDocField(doc, field, (opts) => Docs.Create.TreeDocument([], opts), reqdOpts);
+
+        const clearAll = (target:string) => `getProto(${target}).data = new List([])`;
+        const clearBtnsOpts:DocumentOptions = { _width: 30, _height: 30, _forceActive: true, _stayInCollection: true, _hideContextMenu: true, 
+            title: "Empty", target: recentlyClosed, btnType: ButtonType.ClickButton,  buttonText: "Empty", icon: "trash", system: true,
+            toolTip: "Empty recently closed",};
+        const clearDocsButton = this.AssignDocField(recentlyClosed, "clearDocsBtn", (opts) => Docs.Create.FontIconDocument(opts), clearBtnsOpts, undefined, {onClick: clearAll("self.target")});
+
+        if (recentlyClosed.buttonMenuDoc !== clearDocsButton) Doc.GetProto(recentlyClosed).buttonMenuDoc = clearDocsButton;
+        
+        if (!Cast(recentlyClosed.contextMenuScripts, listSpec(ScriptField),null)?.find((script) => script.script.originalScript === clearAll("self"))) {
+            recentlyClosed.contextMenuScripts = new List<ScriptField>([ScriptField.MakeScript(clearAll("self"))!])
         }
+        return recentlyClosed;
     }
 
-    static setupSidebarContainer(doc: Doc) {
-        if (doc.sidebar === undefined) {
-            const sidebarContainer = new Doc();
-            sidebarContainer.system = true;
-            doc.sidebar = new PrefetchProxy(sidebarContainer);
-        }
-        return doc.sidebar as Doc;
+    /// creates a new, empty filter doc
+    static createFilterDoc() {
+        const clearAll = `getProto(self).data = new List([])`;
+        const reqdOpts:DocumentOptions = {
+            _lockedPosition: true,  _autoHeight: true, _fitWidth: true, _height: 150, _xPadding: 5, _yPadding: 5, _gridGap: 5, _forceActive: true, 
+            title: "Unnamed Filter", filterBoolean: "AND", boxShadow: "0 0", childDontRegisterViews: true, targetDropAction: "same", ignoreClick: true, system: true,
+            childDropAction: "none", treeViewHideTitle: true, treeViewTruncateTitleWidth: 150, 
+            childContextMenuLabels: new List<string>(["Clear All"]),
+            childContextMenuScripts: new List<ScriptField>([ScriptField.MakeFunction(clearAll)!]),
+        };
+        return Docs.Create.FilterDocument(reqdOpts);
     }
 
-    // setup the list of sidebar mode buttons which determine what is displayed in the sidebar
-    static async setupSidebarButtons(doc: Doc) {
-        CurrentUserUtils.setupSidebarContainer(doc);
-        await CurrentUserUtils.setupToolsBtnPanel(doc);
-        CurrentUserUtils.setupImportSidebar(doc);
-        CurrentUserUtils.setupDashboards(doc);
-        CurrentUserUtils.setupPresentations(doc);
-        CurrentUserUtils.setupFilesystem(doc);
-        CurrentUserUtils.setupRecentlyClosedDocs(doc);
-        CurrentUserUtils.setupUserDoc(doc);
+    /// initializes the left sidebar panel view of the UserDoc
+    static setupUserDocView(doc: Doc, field:string) {
+        const reqdOpts:DocumentOptions = {
+            _lockedPosition: true, _gridGap: 5, _forceActive: true, title: Doc.CurrentUserEmail +"-view",
+            boxShadow: "0 0", childDontRegisterViews: true, targetDropAction: "same", ignoreClick: true, system: true,
+            treeViewHideTitle: true, treeViewTruncateTitleWidth: 150
+        };
+        if (!doc[field]) this.AssignOpts(doc, {treeViewOpen: true, treeViewExpandedView: "fields" });
+        return this.AssignDocField(doc, field, (opts, items) => Docs.Create.TreeDocument(items??[], opts), reqdOpts, [doc]);
     }
 
-    static linearButtonList = (opts: DocumentOptions, docs: Doc[]) => new PrefetchProxy(Docs.Create.LinearDocument(docs, {
+    static linearButtonList = (opts: DocumentOptions, docs: Doc[]) => Docs.Create.LinearDocument(docs, {
         ...opts, _gridGap: 0, _xMargin: 5, _yMargin: 5, boxShadow: "0 0", _forceActive: true,
         dropConverter: ScriptField.MakeScript("convertToButtons(dragData)", { dragData: DragManager.DocumentDragData.name }),
         _lockedPosition: true, system: true, flexDirection: "row"
-    })) as any as Doc
-
-    static createToolButton = (opts: DocumentOptions) => new PrefetchProxy(Docs.Create.FontIconDocument({
-        ...opts, btnType: ButtonType.ToolButton, _forceActive: true, _dropAction: "alias", _removeDropProperties: new List<string>(["_dropAction", "stayInCollection"]), _nativeWidth: 40, _nativeHeight: 40, _width: 40, _height: 40, system: true
-    })) as any as Doc
-
-    /// sets up the default list of buttons to be shown in the expanding button menu at the bottom of the Dash window
-    static setupDockedButtons(doc: Doc) {
-        if (doc["dockedBtn-undo"] === undefined) {
-            doc["dockedBtn-undo"] = CurrentUserUtils.createToolButton({ onClick: ScriptField.MakeScript("undo()"), _width: 30, _height: 30, dontUndo: true, _stayInCollection: true, btnType: ButtonType.ToolButton, _dropAction: "alias", _hideContextMenu: true, _removeDropProperties: new List<string>(["dropAction", "_hideContextMenu", "stayInCollection"]), toolTip: "Click to undo", title: "undo", icon: "undo-alt", system: true });
-        }
-        if (doc["dockedBtn-redo"] === undefined) {
-            doc["dockedBtn-redo"] = CurrentUserUtils.createToolButton({ onClick: ScriptField.MakeScript("redo()"), _width: 30, _height: 30, dontUndo: true, _stayInCollection: true, btnType: ButtonType.ToolButton, _dropAction: "alias", _hideContextMenu: true, _removeDropProperties: new List<string>(["dropAction", "_hideContextMenu", "stayInCollection"]), toolTip: "Click to redo", title: "redo", icon: "redo-alt", system: true });
-        }
-        if (doc.dockedBtns === undefined) {
-            doc.dockedBtns = CurrentUserUtils.linearButtonList({ title: "docked buttons", _height: 40, flexGap: 0, linearViewFloating: true, linearViewIsExpanded: true, linearViewExpandable: true, ignoreClick: true }, [doc["dockedBtn-undo"] as Doc, doc["dockedBtn-redo"] as Doc]);
-        }
-        (doc["dockedBtn-undo"] as Doc).dontUndo = true;
-        (doc["dockedBtn-redo"] as Doc).dontUndo = true;
+    })
+
+    static createToolButton = (opts: DocumentOptions) => Docs.Create.FontIconDocument({
+        btnType: ButtonType.ToolButton, _forceActive: true, _dropAction: "alias", _hideContextMenu: true, 
+        _removeDropProperties: new List<string>(["_dropAction", "_hideContextMenu", "stayInCollection"]), 
+        _nativeWidth: 40, _nativeHeight: 40, _width: 40, _height: 40, system: true, ...opts,
+    })
+
+    /// initializes the required buttons in the expanding button menu at the bottom of the Dash window
+    static setupDockedButtons(doc: Doc, field="myDockedBtns") {
+        const dockedBtns = DocCast(doc[field]);
+        const dockBtn = (opts: DocumentOptions, scripts: {[key:string]:string}) =>
+            this.AssignScripts(this.AssignOpts(DocListCast(dockedBtns?.data)?.find(doc => doc.title === opts.title), opts) ?? 
+                            CurrentUserUtils.createToolButton(opts), scripts);
+        
+        const btnDescs = [// setup reactions to change the highlights on the undo/redo buttons -- would be better to encode this in the undo/redo buttons, but the undo/redo stacks are not wired up that way yet
+            { scripts: { onClick: "undo()"}, opts: { title: "undo", icon: "undo-alt", toolTip: "Click to undo" }},
+            { scripts: { onClick: "redo()"}, opts: { title: "redo", icon: "redo-alt", toolTip: "Click to redo" }}
+        ];
+        const btns = btnDescs.map(desc => dockBtn({_width: 30, _height: 30, dontUndo: true, _stayInCollection: true, ...desc.opts}, desc.scripts));
+        const dockBtnsReqdOpts = {
+            title: "docked buttons", _height: 40, flexGap: 0, linearViewFloating: true,
+            childDontRegisterViews: true, linearViewIsExpanded: true, linearViewExpandable: true, ignoreClick: true
+        };
+        reaction(() => UndoManager.redoStack.slice(), () => Doc.GetProto(btns.find(btn => btn.title === "redo")!).opacity = UndoManager.CanRedo() ? 1 : 0.4, { fireImmediately: true });
+        reaction(() => UndoManager.undoStack.slice(), () => Doc.GetProto(btns.find(btn => btn.title === "undo")!).opacity = UndoManager.CanUndo() ? 1 : 0.4, { fireImmediately: true });
+        return this.AssignDocField(doc, field, (opts, items) => this.linearButtonList(opts, items??[]), dockBtnsReqdOpts, btns);
     }
 
-    static textTools(doc: Doc) {
-        const tools: Button[] =
-            [
-                {
-                    title: "Font", toolTip: "Font", width: 100, btnType: ButtonType.DropdownList, ignoreClick: true,
-                    list: ["Roboto", "Roboto Mono", "Nunito", "Times New Roman", "Arial", "Georgia",
-                        "Comic Sans MS", "Tahoma", "Impact", "Crimson Text"],
-                    script: 'setFont(value, _readOnly_)'
-                },
-                { title: "Font size", toolTip: "Font size", width: 75, btnType: ButtonType.NumberButton, numBtnMax: 200, numBtnMin: 0, numBtnType: NumButtonType.DropdownOptions, ignoreClick: true, script: 'setFontSize(value, _readOnly_)' },
-                { title: "Font color", toolTip: "Font color", btnType: ButtonType.ColorButton, icon: "font", ignoreClick: true, script: 'setFontColor(value, _readOnly_)' },
-                { title: "Bold", toolTip: "Bold (Ctrl+B)", btnType: ButtonType.ToggleButton, icon: "bold", click: 'toggleBold(_readOnly_)' },
-                { title: "Italic", toolTip: "Italic (Ctrl+I)", btnType: ButtonType.ToggleButton, icon: "italic", click: 'toggleItalic(_readOnly_)' },
-                { title: "Underline", toolTip: "Underline (Ctrl+U)", btnType: ButtonType.ToggleButton, icon: "underline", click: 'toggleUnderline(_readOnly_)' },
-                { title: "Bullet List", toolTip: "Bullet", btnType: ButtonType.ToggleButton, icon: "list", click: 'setBulletList("bullet", _readOnly_)' },
-                { title: "Number List", toolTip: "Number", btnType: ButtonType.ToggleButton, icon: "list-ol", click: 'setBulletList("decimal", _readOnly_)' },
-
-                // { title: "Strikethrough", tooltip: "Strikethrough", btnType: ButtonType.ToggleButton, icon: "strikethrough", click: 'toggleStrikethrough()'},
-                // { title: "Superscript", tooltip: "Superscript", btnType: ButtonType.ToggleButton, icon: "superscript", click: 'toggleSuperscript()'},
-                // { title: "Subscript", tooltip: "Subscript", btnType: ButtonType.ToggleButton, icon: "subscript", click: 'toggleSubscript()'},
-                { title: "Left align", toolTip: "Left align", btnType: ButtonType.ToggleButton, icon: "align-left", click: 'setAlignment("left", _readOnly_)' },
-                { title: "Center align", toolTip: "Center align", btnType: ButtonType.ToggleButton, icon: "align-center", click: 'setAlignment("center", _readOnly_)' },
-                { title: "Right align", toolTip: "Right align", btnType: ButtonType.ToggleButton, icon: "align-right", click: 'setAlignment("right", _readOnly_)' },
-            ];
-        return tools;
+    static textTools():Button[] {
+        return [
+            { title: "Font",    toolTip: "Font", width: 100,     btnType: ButtonType.DropdownList,               ignoreClick: true, scripts: {script: 'setFont(value, _readOnly_)'},
+              btnList: new List<string>(["Roboto", "Roboto Mono", "Nunito", "Times New Roman", "Arial", "Georgia", "Comic Sans MS", "Tahoma", "Impact", "Crimson Text"]) },
+            { title: "Size",    toolTip: "Font size", width: 75, btnType: ButtonType.NumberButton,               ignoreClick: true, scripts: {script: '{ return setFontSize(value, _readOnly_);}'}, numBtnMax: 200, numBtnMin: 0, numBtnType: NumButtonType.DropdownOptions },
+            { title: "Color",   toolTip: "Font color",           btnType: ButtonType.ColorButton,  icon: "font", ignoreClick: true, scripts: {script: '{ return setFontColor(value, _readOnly_); }'}},
+            { title: "Bold",    toolTip: "Bold (Ctrl+B)",        btnType: ButtonType.ToggleButton, icon: "bold",                    scripts: {onClick: '{ return toggleBold(_readOnly_); }'} },
+            { title: "Italic",  toolTip: "Italic (Ctrl+I)",      btnType: ButtonType.ToggleButton, icon: "italic",                  scripts: {onClick: '{ return toggleItalic(_readOnly_);}'} },
+            { title: "Under",   toolTip: "Underline (Ctrl+U)",   btnType: ButtonType.ToggleButton, icon: "underline",               scripts: {onClick: '{ return toggleUnderline(_readOnly_);}'} },
+            { title: "Bullets", toolTip: "Bullet List",          btnType: ButtonType.ToggleButton, icon: "list",                    scripts: {onClick: '{ return setBulletList("bullet", _readOnly_);}'} },
+            { title: "#",       toolTip: "Number List",          btnType: ButtonType.ToggleButton, icon: "list-ol",                 scripts: {onClick: '{ return setBulletList("decimal", _readOnly_);}'} },
+
+            // { title: "Strikethrough", tooltip: "Strikethrough", btnType: ButtonType.ToggleButton, icon: "strikethrough", scripts: {onClick:: 'toggleStrikethrough()'}},
+            // { title: "Superscript", tooltip: "Superscript", btnType: ButtonType.ToggleButton, icon: "superscript", scripts: {onClick:: 'toggleSuperscript()'}},
+            // { title: "Subscript", tooltip: "Subscript", btnType: ButtonType.ToggleButton, icon: "subscript", scripts: {onClick:: 'toggleSubscript()'}},
+            { title: "Left",   toolTip: "Left align",   btnType: ButtonType.ToggleButton, icon: "align-left",   scripts: {onClick:'{ return setAlignment("left", _readOnly_);}' }},
+            { title: "Center", toolTip: "Center align", btnType: ButtonType.ToggleButton, icon: "align-center", scripts: {onClick:'{ return setAlignment("center", _readOnly_);}'} },
+            { title: "Right",  toolTip: "Right align",  btnType: ButtonType.ToggleButton, icon: "align-right",  scripts: {onClick:'{ return setAlignment("right", _readOnly_);}'} },
+            { title: "NoLink", toolTip: "Auto Link",    btnType: ButtonType.ToggleButton, icon: "link",         scripts: {onClick:'{ return toggleNoAutoLinkAnchor(_readOnly_);}'}},
+        ];
     }
 
-    static inkTools(doc: Doc) {
-        const tools: Button[] = [
-            { title: "Pen", toolTip: "Pen (Ctrl+P)", btnType: ButtonType.ToggleButton, icon: "pen", click: 'setActiveInkTool("pen", _readOnly_)' },
-            { title: "Eraser", toolTip: "Eraser (Ctrl+E)", btnType: ButtonType.ToggleButton, icon: "eraser", click: 'setActiveInkTool("eraser", _readOnly_)' },
-            // { title: "Highlighter", toolTip: "Highlighter (Ctrl+H)", btnType: ButtonType.ToggleButton, icon: "highlighter", click: 'setActiveInkTool("highlighter")' },
-            { title: "Circle", toolTip: "Circle (Ctrl+Shift+C)", btnType: ButtonType.ToggleButton, icon: "circle", click: 'setActiveInkTool("circle", _readOnly_)' },
-            // { title: "Square", toolTip: "Square (Ctrl+Shift+S)", btnType: ButtonType.ToggleButton, icon: "square", click: 'setActiveInkTool("square")' },
-            { title: "Line", toolTip: "Line (Ctrl+Shift+L)", btnType: ButtonType.ToggleButton, icon: "minus", click: 'setActiveInkTool("line", _readOnly_)' },
-            { title: "Fill color", toolTip: "Fill color", btnType: ButtonType.ColorButton, ignoreClick: true, icon: "fill-drip", script: "setFillColor(value, _readOnly_)" },
-            { title: "Stroke width", toolTip: "Stroke width", btnType: ButtonType.NumberButton, numBtnType: NumButtonType.Slider, numBtnMin: 1, ignoreClick: true, script: 'setStrokeWidth(value, _readOnly_)' },
-            { title: "Stroke color", toolTip: "Stroke color", btnType: ButtonType.ColorButton, icon: "pen", ignoreClick: true, script: 'setStrokeColor(value, _readOnly_)' },
+    static inkTools():Button[] {
+        return [
+            { title: "Pen",    toolTip: "Pen (Ctrl+P)",          btnType: ButtonType.ToggleButton, icon: "pen-nib",                     scripts: {onClick:'{ return setActiveTool("pen", _readOnly_);}' }},
+            { title: "Write",  toolTip: "Write (Ctrl+Shift+P)",  btnType: ButtonType.ToggleButton, icon: "pen",                         scripts: {onClick:'{ return setActiveTool("write", _readOnly_);}'} },
+            { title: "Eraser", toolTip: "Eraser (Ctrl+E)",       btnType: ButtonType.ToggleButton, icon: "eraser",                      scripts: {onClick:'{ return setActiveTool("eraser", _readOnly_);}' }},
+            // { title: "Highlighter", toolTip: "Highlighter (Ctrl+H)", btnType: ButtonType.ToggleButton, icon: "highlighter", scripts:{onClick: 'setActiveTool("highlighter")'} },
+            { title: "Circle", toolTip: "Circle (Ctrl+Shift+C)", btnType: ButtonType.ToggleButton, icon: "circle",                      scripts: {onClick:'{ return setActiveTool("circle", _readOnly_);}'} },
+            // { title: "Square", toolTip: "Square (Ctrl+Shift+S)", btnType: ButtonType.ToggleButton, icon: "square", click: 'setActiveTool("square")' },
+            { title: "Line",   toolTip: "Line (Ctrl+Shift+L)",   btnType: ButtonType.ToggleButton, icon: "minus",                       scripts: {onClick: '{ return setActiveTool("line", _readOnly_);}' }},
+            { title: "Fill",   toolTip: "Fill color",            btnType: ButtonType.ColorButton,  icon: "fill-drip",ignoreClick: true, scripts: {script: "{ return setFillColor(value, _readOnly_);}"} },
+            { title: "Width",  toolTip: "Stroke width",          btnType: ButtonType.NumberButton,                   ignoreClick: true, scripts: {script: '{ return setStrokeWidth(value, _readOnly_);}'}, numBtnType: NumButtonType.Slider, numBtnMin: 1},
+            { title: "Color",  toolTip: "Stroke color",          btnType: ButtonType.ColorButton,  icon: "pen",      ignoreClick: true, scripts: {script: '{ return setStrokeColor(value, _readOnly_);}'} },
         ];
-        return tools;
     }
 
-    static schemaTools(doc: Doc) {
-        const tools: Button[] =
-            [
-                {
-                    title: "Show preview",
-                    toolTip: "Show preview of selected document",
-                    btnType: ButtonType.ToggleButton,
-                    buttonText: "Show Preview",
-                    icon: "eye",
-                    click: 'toggleSchemaPreview(_readOnly_)',
-                },
-            ];
-        return tools;
+    static schemaTools():Button[] {
+        return [{ title: "Show preview", toolTip: "Show preview of selected document", btnType: ButtonType.ToggleButton, buttonText: "Show Preview", icon: "eye", scripts:{ onClick: '{return toggleSchemaPreview(_readOnly_);}'}, }];
     }
 
-    static webTools(doc: Doc) {
-        const tools: Button[] =
-            [
-                { title: "Back", toolTip: "Go back", btnType: ButtonType.ClickButton, icon: "arrow-left", click: 'webBack(_readOnly_)' },
-                { title: "Forward", toolTip: "Go forward", btnType: ButtonType.ClickButton, icon: "arrow-right", click: 'webForward(_readOnly_)' },
-                //{ title: "Reload", toolTip: "Reload webpage", btnType: ButtonType.ClickButton, icon: "redo-alt", click: 'webReload()' },
-                { title: "URL", toolTip: "URL", width: 250, btnType: ButtonType.EditableText, icon: "lock", ignoreClick: true, script: 'webSetURL(value, _readOnly_)' },
-            ];
-
-        return tools;
+    static webTools() {
+        return [
+            { title: "Back",    toolTip: "Go back",         btnType: ButtonType.ClickButton,  icon: "arrow-left",              scripts: { onClick: '{ return webBack(_readOnly_); }' }},
+            { title: "Forward", toolTip: "Go forward",      btnType: ButtonType.ClickButton,  icon: "arrow-right",             scripts: { onClick: '{ return webForward(_readOnly_); }'}},
+            //{ title: "Reload", toolTip: "Reload webpage", btnType: ButtonType.ClickButton, icon: "redo-alt", click: 'webReload()' },
+            { title: "URL",     toolTip: "URL", width: 250, btnType: ButtonType.EditableText, icon: "lock", ignoreClick: true, scripts: { script: '{ return webSetURL(value, _readOnly_); }'} },
+        ];
     }
 
-    static async contextMenuTools(doc: Doc) {
+    static contextMenuTools():Button[] {
         return [
-            {
-                title: "Perspective", toolTip: "View", width: 100, btnType: ButtonType.DropdownList, ignoreClick: true,
-                list: [CollectionViewType.Freeform, CollectionViewType.Schema, CollectionViewType.Tree,
-                CollectionViewType.Stacking, CollectionViewType.Masonry, CollectionViewType.Multicolumn,
-                CollectionViewType.Multirow, CollectionViewType.Time, CollectionViewType.Carousel,
-                CollectionViewType.Carousel3D, CollectionViewType.Linear, CollectionViewType.Map,
-                CollectionViewType.Grid, CollectionViewType.NoteTaking],
-                script: 'setView(value, _readOnly_)',
-            }, // Always show
-            {
-                title: "Background Color", toolTip: "Background Color", btnType: ButtonType.ColorButton, ignoreClick: true, icon: "fill-drip",
-                script: "setBackgroundColor(value, _readOnly_)", hidden: 'selectedDocumentType()'
-            }, // Only when a document is selected
-            {
-                title: "Header Color", toolTip: "Header Color", btnType: ButtonType.ColorButton, ignoreClick: true, icon: "heading",
-                script: "setHeaderColor(value, _readOnly_)", hidden: 'selectedDocumentType()',
-            }, // Only when a document is selected
-            { title: "Overlay", toolTip: "Overlay", btnType: ButtonType.ToggleButton, icon: "layer-group", click: 'toggleOverlay(_readOnly_)', hidden: 'selectedDocumentType(undefined, "freeform", true)' }, // Only when floating document is selected in freeform
-            // { title: "Alias", btnType: ButtonType.ClickButton, icon: "copy", hidden: 'selectedDocumentType()' }, // Only when a document is selected 
-            { title: "Text", type: "textTools", subMenu: true, expanded: 'selectedDocumentType("rtf")' }, // Always available
-            { title: "Ink", type: "inkTools", subMenu: true, expanded: 'selectedDocumentType("ink")' }, // Always available
-            { title: "Web", type: "webTools", subMenu: true, hidden: 'selectedDocumentType("web")' }, // Only when Web is selected
-            { title: "Schema", type: "schemaTools", subMenu: true, hidden: 'selectedDocumentType(undefined, "schema")' } // Only when Schema is selected
+            { btnList: new List<string>([CollectionViewType.Freeform, CollectionViewType.Schema, CollectionViewType.Tree,
+                    CollectionViewType.Stacking, CollectionViewType.Masonry, CollectionViewType.Multicolumn,
+                    CollectionViewType.Multirow, CollectionViewType.Time, CollectionViewType.Carousel,
+                    CollectionViewType.Carousel3D, CollectionViewType.Linear, CollectionViewType.Map,
+                    CollectionViewType.Grid]),
+              title: "Perspective",                    toolTip: "View",                 width: 100,btnType: ButtonType.DropdownList,ignoreClick: true, scripts: { script: 'setView(value, _readOnly_)'}},
+            { title: "Back",    icon: "chevron-left",  toolTip: "Prev Animation Frame", width: 20, btnType: ButtonType.ClickButton,                    scripts: { onClick: 'prevKeyFrame(_readOnly_)'},             funcs: {hidden: 'IsNoviceMode() || !selectedDocumentType(undefined, "freeform")'}},
+            { title: "Fwd",     icon: "chevron-right", toolTip: "Next Animation Frame", width: 20, btnType: ButtonType.ClickButton,                    scripts: { onClick: 'nextKeyFrame(_readOnly_)'},             funcs: {hidden: 'IsNoviceMode() || !selectedDocumentType(undefined, "freeform")'}},
+            { title: "Fill",    icon: "fill-drip",     toolTip: "Background Fill Color",width: 20, btnType: ButtonType.ColorButton, ignoreClick: true, scripts: { script:  'setBackgroundColor(value, _readOnly_)'},funcs: {hidden: '!selectedDocumentType()'}}, // Only when a document is selected
+            { title: "Header",  icon: "heading",       toolTip: "Header Color",                    btnType: ButtonType.ColorButton, ignoreClick: true, scripts: { script:  'setHeaderColor(value, _readOnly_)'},    funcs: {hidden: '!selectedDocumentType()'}},
+            { title: "Overlay", icon: "layer-group",   toolTip: "Overlay",                         btnType: ButtonType.ToggleButton,                   scripts: { onClick: 'toggleOverlay(_readOnly_)'},            funcs: {hidden: '!selectedDocumentType(undefined, "freeform", true)'}}, // Only when floating document is selected in freeform
+            { title: "Text",    icon: "text",   subMenu: CurrentUserUtils.textTools(),   funcs: {linearViewIsExpanded: `selectedDocumentType("${DocumentType.RTF}")`} }, // Always available
+            { title: "Ink",     icon: "ink",    subMenu: CurrentUserUtils.inkTools(),    funcs: {linearViewIsExpanded: `selectedDocumentType("${DocumentType.INK}")`} }, // Always available
+            { title: "Web",     icon: "web",    subMenu: CurrentUserUtils.webTools(),    funcs: {linearViewIsExpanded: `selectedDocumentType("${DocumentType.WEB}")`,                     hidden: `!selectedDocumentType("${DocumentType.WEB}")`} }, // Only when Web is selected
+            { title: "Schema",  icon: "schema", subMenu: CurrentUserUtils.schemaTools(), funcs: {linearViewIsExpanded: `selectedDocumentType(undefined, "${CollectionViewType.Schema}")`, hidden: `!selectedDocumentType(undefined, "${CollectionViewType.Schema}")`} } // Only when Schema is selected
         ];
     }
 
-    // Sets up the default context menu buttons
-    static async setupContextMenuButtons(doc: Doc) {
-        if (doc.contextMenuBtns === undefined) {
-            const docList: Doc[] = [];
-
-            (await CurrentUserUtils.contextMenuTools(doc)).map(({ title, width, list, toolTip, ignoreClick, icon, type, btnType, click, script, subMenu, hidden, expanded }) => {
-                const menuDocList: Doc[] = [];
-                if (subMenu) {
-                    // default is textTools
-                    let tools: Button[];
-                    switch (type) {
-                        case "inkTools":
-                            tools = CurrentUserUtils.inkTools(doc);
-                            break;
-                        case "schemaTools":
-                            tools = CurrentUserUtils.schemaTools(doc);
-                            break;
-                        case "webTools":
-                            tools = CurrentUserUtils.webTools(doc);
-                            break;
-                        case "textTools":
-                            tools = CurrentUserUtils.textTools(doc);
-                            break;
-                        default:
-                            tools = CurrentUserUtils.textTools(doc);
-                            break;
-                    }
-                    tools.map(({ title, toolTip, icon, btnType, numBtnType, numBtnMax, numBtnMin, click, script, width, list, ignoreClick, switchToggle }) => {
-                        const computed = click ? ComputedField.MakeFunction(click) as any : "transparent";
-                        menuDocList.push(Docs.Create.FontIconDocument({
-                            _nativeWidth: width ? width : 25,
-                            _nativeHeight: 25,
-                            _width: width ? width : 25,
-                            _height: 25,
-                            icon,
-                            toolTip,
-                            numBtnType,
-                            numBtnMin,
-                            numBtnMax,
-                            script: script ? ScriptField.MakeScript(script, { value: "any" }) : undefined,
-                            btnType: btnType,
-                            btnList: new List<string>(list),
-                            ignoreClick: ignoreClick,
-                            _stayInCollection: true,
-                            _hideContextMenu: true,
-                            _lockedPosition: true,
-                            system: true,
-                            dontUndo: true,
-                            title,
-                            switchToggle,
-                            color: Colors.WHITE,
-                            backgroundColor: computed,
-                            _dropAction: "alias",
-                            _removeDropProperties: new List<string>(["dropAction", "_stayInCollection"]),
-                            onClick: click ? ScriptField.MakeScript(click) : undefined
-                        }));
-                    });
-                    docList.push(CurrentUserUtils.linearButtonList({
-                        linearViewSubMenu: true,
-                        flexGap: 0,
-                        ignoreClick: true,
-                        linearViewExpandable: true,
-                        icon: title,
-                        _height: 30,
-                        // backgroundColor: hidden ? ComputedField.MakeFunction(hidden, {  }, { _readOnly_: true }) as any : "transparent",
-                        linearViewIsExpanded: expanded ? !(ComputedField.MakeFunction(expanded) as any) : undefined,
-                        hidden: hidden ? ComputedField.MakeFunction(hidden) as any : undefined,
-                    }, menuDocList));
-                } else {
-                    docList.push(Docs.Create.FontIconDocument({
-                        _nativeWidth: width ? width : 25,
-                        _nativeHeight: 25,
-                        _width: width ? width : 25,
-                        _height: 25,
-                        icon,
-                        toolTip,
-                        script: script ? ScriptField.MakeScript(script, { value: "any" }) : undefined,
-                        btnType,
-                        btnList: new List<string>(list),
-                        ignoreClick,
-                        _stayInCollection: true,
-                        _hideContextMenu: true,
-                        _lockedPosition: true,
-                        system: true,
-                        dontUndo: true,
-                        title,
-                        color: Colors.WHITE,
-                        // backgroundColor: checkResult ? ComputedField.MakeFunction(checkResult, {}, {_readOnly_:true}) as any : "transparent",
-                        _dropAction: "alias",
-                        hidden: hidden ? ComputedField.MakeFunction(hidden) as any : undefined,
-                        _removeDropProperties: new List<string>(["dropAction", "_stayInCollection"]),
-                        onClick: click ? ScriptField.MakeScript(click, { scriptContext: "any" }, { _readOnly_: false }) : undefined
-                    }));
-                }
-            });
-
-            doc.contextMenuBtns = CurrentUserUtils.linearButtonList({ title: "menu buttons", flexGap: 0, linearViewIsExpanded: true, ignoreClick: true, linearViewExpandable: false, _height: 35 }, docList);
+    /// initializes a context menu button for the top bar context menu
+    static setupContextMenuButton(params:Button, btnDoc?:Doc) {
+        const reqdOpts:DocumentOptions = {
+            ...OmitKeys(params, ["scripts", "funcs", "subMenu"]).omit,
+            backgroundColor: params.scripts?.onClick ? undefined: "transparent", ///  a bit hacky. if an onClick is specified, then assume a toggle uses onClick to get the backgroundColor (see below).  Otherwise, assume a transparent background
+            color: Colors.WHITE, system: true, dontUndo: true, 
+            _nativeWidth: params.width ?? 30, _width: params.width ?? 30,
+            _height: 30, _nativeHeight: 30, 
+            _stayInCollection: true, _hideContextMenu: true, _lockedPosition: true,
+            _dropAction: "alias", _removeDropProperties: new List<string>(["dropAction", "_stayInCollection"]),
+        };
+        const reqdFuncs:{[key:string]:any} = {
+            ...params.funcs,
+            backgroundColor: params.scripts?.onClick /// a bit hacky.  if onClick is set, then we assume it returns a color value when queried with '_readOnly_'.  This will be true for toggle buttons, but not generally
         }
+        return this.AssignScripts(this.AssignOpts(btnDoc, reqdOpts) ?? Docs.Create.FontIconDocument(reqdOpts), params.scripts, reqdFuncs);
     }
 
-    // sets up the default set of documents to be shown in the Overlay layer
-    static setupOverlays(doc: Doc) {
-        if (doc.myOverlayDocs === undefined) {
-            doc.myOverlayDocs = new PrefetchProxy(Docs.Create.FreeformDocument([], { title: "overlay documents", backgroundColor: "#aca3a6", system: true }));
-        }
+    /// Initializes all the default buttons for the top bar context menu
+    static setupContextMenuButtons(doc: Doc, field="myContextMenuBtns") {
+        const reqdCtxtOpts = { title: "context menu buttons", flexGap: 0, childDontRegisterViews: true,  linearViewIsExpanded: true, ignoreClick: true, linearViewExpandable: false, _height: 35 };
+        const ctxtMenuBtnsDoc = this.AssignDocField(doc, field, (opts, items) => this.linearButtonList(opts, items??[]), reqdCtxtOpts, undefined);
+        const ctxtMenuBtns = CurrentUserUtils.contextMenuTools().map(params => {
+            const menuBtnDoc = DocListCast(ctxtMenuBtnsDoc?.data).find(doc => doc.title === params.title);
+            if (!params.subMenu) {
+                return this.setupContextMenuButton(params, menuBtnDoc);
+            } else {
+                const reqdSubMenuOpts = { ...OmitKeys(params, ["scripts", "funcs", "subMenu"]).omit,
+                    childDontRegisterViews: true, flexGap: 0, _height: 30, ignoreClick: true,
+                    linearViewSubMenu: true, linearViewExpandable: true, };
+                const items = params.subMenu?.map(sub =>
+                    this.setupContextMenuButton(sub, DocListCast(menuBtnDoc?.data).find(doc => doc.title === sub.title))
+                );
+                return this.AssignScripts(
+                    this.AssignDocField(ctxtMenuBtnsDoc, StrCast(params.title), (opts) => this.linearButtonList(opts, items??[]), reqdSubMenuOpts, items), undefined, params.funcs);
+            }
+        });
+        return this.AssignOpts(ctxtMenuBtnsDoc, reqdCtxtOpts, ctxtMenuBtns);
     }
 
-    // the initial presentation Doc to use
-    static setupDefaultPresentation(doc: Doc) {
-        if (doc["template-presentation"] === undefined) {
-            doc["template-presentation"] = new PrefetchProxy(Docs.Create.PresElementBoxDocument({
-                title: "pres element template", backgroundColor: "transparent", _xMargin: 5, _fitWidth: true, _height: 46, isTemplateDoc: true, isTemplateForField: "data", system: true
-            }));
-        }
+    /// collection of documents rendered in the overlay layer above all tabs and other UI
+    static setupOverlays(doc: Doc, field = "myOverlayDocs") {
+        return this.AssignDocField(doc, field, (opts) => Docs.Create.FreeformDocument([], opts), { title: "overlay documents", backgroundColor: "#aca3a6", system: true });
     }
 
-    // Sharing sidebar is where shared documents are contained
-    static async setupSharingSidebar(doc: Doc, sharingDocumentId: string, linkDatabaseId: string) {
-        if (doc.myLinkDatabase === undefined) {
-            let linkDocs = Docs.newAccount ? undefined : await DocServer.GetRefField(linkDatabaseId);
-            if (!linkDocs) {
-                linkDocs = new Doc(linkDatabaseId, true);
-                (linkDocs as Doc).title = "LINK DATABASE: " + Doc.CurrentUserEmail;
-                (linkDocs as Doc).author = Doc.CurrentUserEmail;
-                (linkDocs as Doc).data = new List<Doc>([]);
-                (linkDocs as Doc)["acl-Public"] = SharingPermissions.Augment;
-            }
+    static setupPublished(doc:Doc, field = "myPublishedDocs") {
+        return this.AssignDocField(doc, field, (opts) => Docs.Create.TreeDocument([], opts), { title: "published docs", backgroundColor: "#aca3a6", system: true });
+    }
+    
+    /// The database of all links on all documents
+    static setupLinkDocs(doc: Doc, linkDatabaseId: string) {
+        if (!(Docs.newAccount ? undefined : DocCast(doc.myLinkDatabase))) {
+            const linkDocs = new Doc(linkDatabaseId, true);
+            linkDocs.title = "LINK DATABASE: " + Doc.CurrentUserEmail;
+            linkDocs.author = Doc.CurrentUserEmail;
+            linkDocs.data = new List<Doc>([]);
+            linkDocs["acl-Public"] = SharingPermissions.Augment;
             doc.myLinkDatabase = new PrefetchProxy(linkDocs);
         }
-        // TODO:glr NOTE: treeViewHideTitle & _showTitle may be confusing, treeViewHideTitle is for the editable title (just for tree view), _showTitle is to show the Document title for any document
-        if (doc.mySharedDocs === undefined) {
-            let sharedDocs = Docs.newAccount ? undefined : await DocServer.GetRefField(sharingDocumentId + "outer");
-            if (!sharedDocs) {
-                sharedDocs = Docs.Create.TreeDocument([], {
-                    title: "My SharedDocs", childDropAction: "alias", system: true, contentPointerEvents: "all", childLimitHeight: 0, _yMargin: 50, _gridGap: 15,
-                    _showTitle: "title", treeViewHideTitle: true, ignoreClick: true, _lockedPosition: true, "acl-Public": SharingPermissions.Augment, "_acl-Public": SharingPermissions.Augment,
-                    _chromeHidden: true, boxShadow: "0 0",
-                    explainer: "This is where documents or dashboards that other users have shared with you will appear. To share a document or dashboard right click and select 'Share'"
-                }, sharingDocumentId + "outer", sharingDocumentId);
-                (sharedDocs as Doc)["acl-Public"] = (sharedDocs as Doc)[DataSym]["acl-Public"] = SharingPermissions.Augment;
-            }
-            if (sharedDocs instanceof Doc) {
-                Doc.GetProto(sharedDocs).userColor = sharedDocs.userColor || "rgb(202, 202, 202)";
-                const addToDashboards = ScriptField.MakeScript(`addToDashboards(self)`);
-                const dashboardFilter = ScriptField.MakeFunction(`doc._viewType === '${CollectionViewType.Docking}'`, { doc: Doc.name });
-                sharedDocs.childContextMenuFilters = new List<ScriptField>([dashboardFilter!,]);
-                sharedDocs.childContextMenuScripts = new List<ScriptField>([addToDashboards!,]);
-                sharedDocs.childContextMenuLabels = new List<string>(["Add to Dashboards",]);
-                sharedDocs.childContextMenuIcons = new List<string>(["user-plus",]);
-
-            }
-            doc.mySharedDocs = new PrefetchProxy(sharedDocs);
-        }
     }
 
-    // Import sidebar is where shared documents are contained
-    static setupImportSidebar(doc: Doc) {
-        if (doc.myImportDocs === undefined) {
-            const newImportButton: Doc = Docs.Create.FontIconDocument({ onClick: ScriptField.MakeScript("importDocument()"), _forceActive: true, toolTip: "Import from computer", _width: 30, _height: 30, _stayInCollection: true, _hideContextMenu: true, title: "Import", btnType: ButtonType.ClickButton, buttonText: "Import", icon: "upload", system: true });
-            doc.myImportDocs = new PrefetchProxy(Docs.Create.StackingDocument([], {
-                title: "My Imports", _forceActive: true, buttonMenu: true, buttonMenuDoc: newImportButton, ignoreClick: true, _showTitle: "title", _stayInCollection: true, _hideContextMenu: true, childLimitHeight: 0,
-                childDropAction: "copy", _autoHeight: true, _yMargin: 50, _gridGap: 15, boxShadow: "0 0", _lockedPosition: true, system: true, _chromeHidden: true,
-                explainer: "This is where documents that are Imported into Dash will go."
-            }));
-        }
+    /// Shared documents option on the left side button panel
+    // A user's sharing document is where all documents that are shared to that user are placed.  
+    // When the user views one of these documents, it will be added to the sharing documents 'viewed' list field
+    // The sharing document also stores the user's color value which helps distinguish shared documents from personal documents
+    static setupSharedDocs(doc: Doc, sharingDocumentId: string) {
+        const addToDashboards = ScriptField.MakeScript(`addToDashboards(self)`);
+        const dashboardFilter = ScriptField.MakeFunction(`doc._viewType === '${CollectionViewType.Docking}'`, { doc: Doc.name });
+        const dblClkScript = "{scriptContext.openLevel(documentView); addDocToList(scriptContext.props.treeView.props.Document, 'viewed', documentView.rootDoc);}";
+        
+        const sharedScripts = {  treeViewChildDoubleClick: dblClkScript,  }
+        const sharedDocOpts:DocumentOptions = {
+            title: "My Shared Docs",
+            userColor: "rgb(202, 202, 202)",
+            childContextMenuFilters: new List<ScriptField>([dashboardFilter!,]),
+            childContextMenuScripts: new List<ScriptField>([addToDashboards!,]),
+            childContextMenuLabels: new List<string>(["Add to Dashboards",]),
+            childContextMenuIcons: new List<string>(["user-plus",]),
+            "acl-Public": SharingPermissions.Augment, "_acl-Public": SharingPermissions.Augment,
+            childDropAction: "alias", system: true, contentPointerEvents: "all", childLimitHeight: 0, _yMargin: 50, _gridGap: 15,
+            // NOTE: treeViewHideTitle & _showTitle is for a TreeView's editable title, _showTitle is for DocumentViews title bar
+            _showTitle: "title", treeViewHideTitle: true, ignoreClick: true, _lockedPosition: true, boxShadow: "0 0", _chromeHidden: true, dontRegisterView: true, 
+            explainer: "This is where documents or dashboards that other users have shared with you will appear. To share a document or dashboard right click and select 'Share'"
+        };
+        
+        this.AssignDocField(doc, "mySharedDocs", opts => Docs.Create.TreeDocument([], opts, sharingDocumentId + "layout", sharingDocumentId), sharedDocOpts, undefined, sharedScripts);
     }
 
-    // Search sidebar is where searches within the document are performed
-    static setupSearchSidebar(doc: Doc) {
-        if (doc.mySearchPanel === undefined) {
-            doc.mySearchPanel = new PrefetchProxy(Docs.Create.SearchDocument({
-                backgroundColor: "dimgray", ignoreClick: true, _searchDoc: true,
-                childDropAction: "alias", _lockedPosition: true, _viewType: CollectionViewType.Schema, title: "Search Panel", system: true
-            })) as any as Doc;
-        }
+    /// Import option on the left side button panel 
+    static setupImportSidebar(doc: Doc, field:string) {   
+        const reqdOpts:DocumentOptions = {
+            title: "My Imports", _forceActive: true, buttonMenu: true, ignoreClick: true, _showTitle: "title", 
+            _stayInCollection: true, _hideContextMenu: true, childLimitHeight: 0,
+            childDropAction: "copy", _autoHeight: true, _yMargin: 50, _gridGap: 15, boxShadow: "0 0", _lockedPosition: true, system: true, _chromeHidden: true,
+            dontRegisterView: true, explainer: "This is where documents that are Imported into Dash will go."
+        };
+        const myImports = this.AssignDocField(doc, field, (opts) => Docs.Create.StackingDocument([], opts), reqdOpts);
+    
+        const reqdBtnOpts:DocumentOptions = { _forceActive: true, toolTip: "Import from computer",
+            _width: 30, _height: 30, _stayInCollection: true, _hideContextMenu: true, title: "Import", btnType: ButtonType.ClickButton, 
+            buttonText: "Import", icon: "upload", system: true };
+        this.AssignDocField(myImports, "buttonMenuDoc", (opts) => Docs.Create.FontIconDocument(opts), reqdBtnOpts, undefined, { onClick: "importDocument()" });
+        return myImports;
     }
 
     static setupClickEditorTemplates(doc: Doc) {
@@ -1212,9 +868,8 @@ export class CurrentUserUtils {
                 targetScriptKey: "onChildClick", system: true
             });
 
-            const openDetail = Docs.Create.ScriptingDocument(ScriptField.MakeScript(
-                "openOnRight(self.doubleClickView)",
-                {}), { title: "Double click to open doubleClickView", _width: 300, _height: 200, targetScriptKey: "onChildDoubleClick", system: true });
+            const openDetail = Docs.Create.ScriptingDocument(ScriptField.MakeScript( "openOnRight(self.doubleClickView)",  {}), 
+                { title: "Double click to open doubleClickView", _width: 300, _height: 200, targetScriptKey: "onChildDoubleClick", system: true });
 
             doc["clickFuncs-child"] = Docs.Create.TreeDocument([openInTarget, openDetail], { title: "on Child Click function templates", system: true });
         }
@@ -1250,81 +905,80 @@ export class CurrentUserUtils {
         return doc.clickFuncs as Doc;
     }
 
-    static async updateUserDocument(doc: Doc, sharingDocumentId: string, linkDatabaseId: string) {
-        if (!doc.globalGroupDatabase) doc.globalGroupDatabase = Docs.Prototypes.MainGroupDocument();
-        const groups = await DocListCastAsync((doc.globalGroupDatabase as Doc).data);
-        reaction(() => DateCast((doc.globalGroupDatabase as Doc)["data-lastModified"]),
+
+    /// Updates the UserDoc to have all required fields, docs, etc.  No changes should need to be
+    /// written to the server if the code hasn't changed.  However, choices need to be made for each Doc/field
+    /// whether to revert to "default" values, or to leave them as the user/system last set them.
+    static updateUserDocument(doc: Doc, sharingDocumentId: string, linkDatabaseId: string) {
+        this.AssignDocField(doc, "globalGroupDatabase", () => Docs.Prototypes.MainGroupDocument(), {});
+        reaction(() => DateCast(DocCast(doc.globalGroupDatabase)["data-lastModified"]),
             async () => {
-                const groups = await DocListCastAsync((doc.globalGroupDatabase as Doc).data);
+                const groups = await DocListCastAsync(DocCast(doc.globalGroupDatabase).data);
                 const mygroups = groups?.filter(group => JSON.parse(StrCast(group.members)).includes(Doc.CurrentUserEmail)) || [];
                 SnappingManager.SetCachedGroups(["Public", ...mygroups?.map(g => StrCast(g.title))]);
             }, { fireImmediately: true });
-        // Document properties on load
-        doc.system = true;
-        doc.noviceMode = doc.noviceMode === undefined ? "true" : doc.noviceMode;
-        doc.title = Doc.CurrentUserEmail;
-        doc._raiseWhenDragged = true;
-        doc._showLabel = false;
-        doc._showMenuLabel = true;
-        doc.textAlign = StrCast(doc.textAlign, "left");
-        doc.activeInkColor = StrCast(doc.activeInkColor, "rgb(0, 0, 0)");
-        doc.activeInkWidth = Number(StrCast(doc.activeInkWidth, "1"));
-        doc.activeInkBezier = StrCast(doc.activeInkBezier, "0");
-        doc.activeFillColor = StrCast(doc.activeFillColor, "");
-        doc.activeArrowStart = StrCast(doc.activeArrowStart, "");
-        doc.activeArrowEnd = StrCast(doc.activeArrowEnd, "");
-        doc.activeDash = StrCast(doc.activeDash, "0");
-        doc.fontSize = StrCast(doc.fontSize, "12px");
-        doc.fontFamily = StrCast(doc.fontFamily, "Arial");
-        doc.fontColor = StrCast(doc.fontColor, "black");
-        doc.fontHighlight = StrCast(doc.fontHighlight, "");
-        doc.defaultAclPrivate = BoolCast(doc.defaultAclPrivate, false);
-        doc.activeCollectionNestedBackground = Cast(doc.activeCollectionNestedBackground, "string", null);
-        doc.noviceMode = BoolCast(doc.noviceMode, true);
-        doc["constants-snapThreshold"] = NumCast(doc["constants-snapThreshold"], 10); //
-        doc["constants-dragThreshold"] = NumCast(doc["constants-dragThreshold"], 4); //
-        Utils.DRAG_THRESHOLD = NumCast(doc["constants-dragThreshold"]);
-        doc.savedFilters = new List<Doc>();
+        doc.system ?? (doc.system = true);
+        doc.title ?? (doc.title = Doc.CurrentUserEmail);
+        Doc.noviceMode ?? (Doc.noviceMode = true);
+        doc._raiseWhenDragged ?? (doc._raiseWhenDragged = true);
+        doc._showLabel ?? (doc._showLabel = true);
+        doc.textAlign ?? (doc.textAlign = "left");
+        doc.activeInkColor ?? (doc.activeInkColor = "rgb(0, 0, 0)");;
+        doc.activeInkWidth ?? (doc.activeInkWidth = 1);
+        doc.activeInkBezier ?? (doc.activeInkBezier = "0");
+        doc.activeFillColor ?? (doc.activeFillColor = "");
+        doc.activeArrowStart ?? (doc.activeArrowStart = "");
+        doc.activeArrowEnd ?? (doc.activeArrowEnd = "");
+        doc.activeDash ?? (doc.activeDash == "0");
+        doc.fontSize ?? (doc.fontSize = "12px");
+        doc.fontFamily ?? (doc.fontFamily = "Arial");
+        doc.fontColor ?? (doc.fontColor = "black");
+        doc.fontHighlight ?? (doc.fontHighlight = "");
+        doc.defaultAclPrivate ?? (doc.defaultAclPrivate = false);
+        doc.savedFilters ?? (doc.savedFilters = new List<Doc>());
         doc.filterDocCount = 0;
         doc.freezeChildren = "remove|add";
+        this.setupLinkDocs(doc, linkDatabaseId);
+        this.setupSharedDocs(doc, sharingDocumentId);  // sets up the right sidebar collection for mobile upload documents and sharing
         this.setupDefaultIconTemplates(doc);  // creates a set of icon templates triggered by the document deoration icon
-        this.setupDocTemplates(doc); // sets up the template menu of templates
-        this.setupImportSidebar(doc); // sets up the import sidebar
-        this.setupSearchSidebar(doc); // sets up the search sidebar
         this.setupActiveMobileMenu(doc); // sets up the current mobile menu for Dash Mobile
-        this.setupOverlays(doc);  // documents in overlay layer
-        this.setupContextMenuButtons(doc); // set up context menu buttons
+        this.setupOverlays(doc);  // sets up the overlay panel where documents and other widgets can be added to float over the rest of the dashboard
+        this.setupPublished(doc);  // sets up the list doc of all docs that have been published (meaning that they can be auto-linked by typing their title into another text box)
+        this.setupContextMenuButtons(doc); // set up the row of buttons at the top of the dashboard that change depending on what is selected
         this.setupDockedButtons(doc);  // the bottom bar of font icons
-        await this.setupSidebarButtons(doc); // the pop-out left sidebar of tools/panels
-        await this.setupMenuPanel(doc, sharingDocumentId, linkDatabaseId);
-        if (!doc.globalScriptDatabase) doc.globalScriptDatabase = Docs.Prototypes.MainScriptDocument();
-
-        setTimeout(() => this.setupDefaultPresentation(doc), 0); // presentation that's initially triggered
-
-        // setup reactions to change the highlights on the undo/redo buttons -- would be better to encode this in the undo/redo buttons, but the undo/redo stacks are not wired up that way yet
-        doc["dockedBtn-undo"] && reaction(() => UndoManager.undoStack.slice(), () => Doc.GetProto(doc["dockedBtn-undo"] as Doc).opacity = UndoManager.CanUndo() ? 1 : 0.4, { fireImmediately: true });
-        doc["dockedBtn-redo"] && reaction(() => UndoManager.redoStack.slice(), () => Doc.GetProto(doc["dockedBtn-redo"] as Doc).opacity = UndoManager.CanRedo() ? 1 : 0.4, { fireImmediately: true });
-
-        // uncomment this to setup a default note style that uses the custom header layout
-        // PromiseValue(doc.emptyHeader).then(factory => {
-        //     if (Cast(doc.defaultTextLayout, Doc, null)?.version !== headerViewVersion) {
-        //         const deleg = Doc.delegateDragFactory(factory as Doc);
-        //         deleg.title = "header";
-        //         doc.defaultTextLayout = new PrefetchProxy(deleg);
-        //         Doc.AddDocToList(Cast(doc["template-notes"], Doc, null), "data", deleg);
-        //     }
-        // });
-        setTimeout(() => DocServer.UPDATE_SERVER_CACHE(), 2500);
-        doc.fieldInfos = await Docs.setupFieldInfos();
+        this.setupLeftSidebarMenu(doc); // the left-side column of buttons that open their contents in a flyout panel on the left
+        this.setupDocTemplates(doc); // sets up the template menu of templates
+        this.setupFieldInfos(doc); // sets up the collection of field info descriptions for each possible DocumentOption
+        this.AssignDocField(doc, "globalScriptDatabase", (opts) =>  Docs.Prototypes.MainScriptDocument(), {});
+        this.AssignDocField(doc, "myHeaderBar", (opts) => Docs.Create.MulticolumnDocument([], opts), { title: "header bar", system: true }); // drop down panel at top of dashboard for stashing documents
+        
         if (doc.activeDashboard instanceof Doc) {
             // undefined means ColorScheme.Light until all CSS is updated with values for each color scheme (e.g., see MainView.scss, DocumentDecorations.scss)
             doc.activeDashboard.colorScheme = doc.activeDashboard.colorScheme === ColorScheme.Light ? undefined : doc.activeDashboard.colorScheme;
         }
-        if (doc.activeCollectionBackground === "white") { // temporary to avoid having to rebuild the databse for old accounts that have this set by default.
-            doc.activeCollectionBackground = undefined;
-        }
+        new LinkManager();
+
+        DocServer.UPDATE_SERVER_CACHE();
         return doc;
     }
+    static setupFieldInfos(doc:Doc, field="fieldInfos") {
+        const fieldInfoOpts = { title: "Field Infos", system: true}; // bcz: all possible document options have associated field infos which are stored onn the FieldInfos document **except for title and system which are used as part of the definition of the fieldInfos object
+        const infos = this.AssignDocField(doc, field, opts => Doc.assign(new Doc(), opts as any), fieldInfoOpts);
+        const entries = Object.entries(new DocumentOptions());
+        entries.forEach(pair => {
+            if (!Array.from(Object.keys(fieldInfoOpts)).includes(pair[0])) {
+                const options = pair[1] as FInfo;
+                const opts:DocumentOptions = { system: true, title: pair[0], ...OmitKeys(options, ["values"]).omit, fieldIsLayout: pair[0].startsWith("_")};
+                switch (options.fieldType) {
+                    case "boolean": opts.fieldValues = new List<boolean>(options.values as any); break;
+                    case "number": opts.fieldValues = new List<number>(options.values as any); break;
+                    case Doc.name: opts.fieldValues = new List<Doc>(options.values as any); break;
+                    default: opts.fieldValues = new List<string>(options.values as any); break;// string, pointerEvents, dimUnit, dropActionType
+                }
+                this.AssignDocField(infos, pair[0], opts => Doc.assign(new Doc(), OmitKeys(opts,["values"]).omit), opts);
+            }
+        });
+    }
 
     public static async loadCurrentUser() {
         return rp.get(Utils.prepend("/getCurrentUser")).then(async response => {
@@ -1350,12 +1004,8 @@ export class CurrentUserUtils {
                     Docs.newAccount = !(field instanceof Doc);
                     await Docs.Prototypes.initialize();
                     const userDoc = Docs.newAccount ? new Doc(userDocumentId, true) : field as Doc;
-                    const updated = this.updateUserDocument(Doc.SetUserDoc(userDoc), sharingDocumentId, linkDatabaseId);
-                    (await DocListCastAsync(Cast(Doc.UserDoc().myLinkDatabase, Doc, null)?.data))?.forEach(async link => { // make sure anchors are loaded to avoid incremental updates to computedFn's in LinkManager
-                        const a1 = await Cast(link?.anchor1, Doc, null);
-                        const a2 = await Cast(link?.anchor2, Doc, null);
-                    });
-                    return updated;
+                    Docs.newAccount &&(userDoc.activePage = "home");
+                    return this.updateUserDocument(Doc.SetUserDoc(userDoc), sharingDocumentId, linkDatabaseId);
                 });
             } else {
                 throw new Error("There should be a user id! Why does Dash think there isn't one?");
@@ -1365,15 +1015,18 @@ export class CurrentUserUtils {
 
     public static _urlState: HistoryUtil.DocUrl;
 
-    public static openDashboard = (userDoc: Doc, doc: Doc, fromHistory = false) => {
+    /// opens a dashboard as the ActiveDashboard (and adds the dashboard to the users list of dashboards if it's not already there).
+    /// this also sets the readonly state of the dashboard based on the current mode of dash (from its url)
+    public static openDashboard = (doc: Doc|undefined, fromHistory = false) => {
+        if (!doc) return false;
         CurrentUserUtils.MainDocId = doc[Id];
+        Doc.AddDocToList(CurrentUserUtils.MyDashboards, "data", doc);
 
-        if (doc) {  // this has the side-effect of setting the main container since we're assigning the active/guest dashboard
-            !("presentationView" in doc) && (doc.presentationView = new List<Doc>([Docs.Create.TreeDocument([], { title: "Presentation" })]));
-            userDoc ? (userDoc.activeDashboard = doc) : (CurrentUserUtils.GuestDashboard = doc);
-        }
+        // this has the side-effect of setting the main container since we're assigning the active/guest dashboard
+        Doc.UserDoc() ? (CurrentUserUtils.ActiveDashboard = doc) : (CurrentUserUtils.GuestDashboard = doc);
+            
         const state = CurrentUserUtils._urlState;
-        if (state.sharing === true && !userDoc) {
+        if (state.sharing === true && !Doc.UserDoc()) {
             DocServer.Control.makeReadOnly();
         } else {
             fromHistory || HistoryUtil.pushState({
@@ -1409,49 +1062,47 @@ export class CurrentUserUtils {
         input.onchange = async _e => {
             const upload = Utils.prepend("/uploadDoc");
             const formData = new FormData();
-            const file = input.files && input.files[0];
-            if (file && file.type === 'application/zip') {
-                formData.append('file', file);
-                formData.append('remap', "true");
-                const response = await fetch(upload, { method: "POST", body: formData });
-                const json = await response.json();
-                if (json !== "error") {
-                    const doc = Docs.newAccount ? undefined : await DocServer.GetRefField(json);
-                    if (doc instanceof Doc) {
-                        setTimeout(() => SearchUtil.Search(`{!join from=id to=proto_i}id:link*`, true, {}).then(docs =>
-                            docs.docs.forEach(d => LinkManager.Instance.addLink(d))), 2000); // need to give solr some time to update so that this query will find any link docs we've added.
-                    }
-                }
+            const file = input.files?.[0];
+            if (file?.type === 'application/zip') {
+                const doc = await Doc.importDocument(file);
+                // NOT USING SOLR, so need to replace this with something else // if (doc instanceof Doc) {
+                //     setTimeout(() => SearchUtil.Search(`{!join from=id to=proto_i}id:link*`, true, {}).then(docs =>
+                //         docs.docs.forEach(d => LinkManager.Instance.addLink(d))), 2000); // need to give solr some time to update so that this query will find any link docs we've added.
+                // }
+                const list = Cast(CurrentUserUtils.MyImports.data, listSpec(Doc), null);
+                doc instanceof Doc && list?.splice(0, 0, doc);
             } else if (input.files && input.files.length !== 0) {
-                const importDocs = Cast(Doc.UserDoc().myImportDocs, Doc, null);
                 const disposer = OverlayView.ShowSpinner();
-                DocListCastAsync(importDocs.data).then(async list => {
-                    const results = await DocUtils.uploadFilesToDocs(Array.from(input.files || []), {});
-                    if (results.length !== input.files?.length) {
-                        alert("Error uploading files - possibly due to unsupported file types");
-                    }
-                    list?.splice(0, 0, ...results);
-                    disposer();
-                });
+                const results = await DocUtils.uploadFilesToDocs(Array.from(input.files || []), {});
+                if (results.length !== input.files?.length) {
+                    alert("Error uploading files - possibly due to unsupported file types");
+                }
+                const list = Cast(CurrentUserUtils.MyImports.data, listSpec(Doc), null);
+                list?.splice(0, 0, ...results);
+                disposer();
             } else {
                 console.log("No file selected");
             }
         };
         input.click();
     }
+    
+    public static snapshotDashboard() { return CollectionDockingView.TakeSnapshot(CurrentUserUtils.ActiveDashboard);  }
 
-    public static async snapshotDashboard(userDoc: Doc) {
-        const copy = await CollectionDockingView.Copy(CurrentUserUtils.ActiveDashboard);
-        Doc.AddDocToList(Cast(userDoc.myDashboards, Doc, null), "data", copy);
-        CurrentUserUtils.openDashboard(userDoc, copy);
-    }
+    public static closeActiveDashboard = () => { CurrentUserUtils.ActiveDashboard = undefined; }
 
-    public static createNewDashboard = async (userDoc: Doc, id?: string) => {
-        const presentation = Doc.MakeCopy(userDoc.emptyPresentation as Doc, true);
-        const dashboards = await Cast(userDoc.myDashboards, Doc) as Doc;
+    public static removeDashboard = async (dashboard:Doc) => {
+        const dashboards = await DocListCastAsync(CurrentUserUtils.MyDashboards.data);
+        if (dashboards?.length) {
+            if (dashboard === CurrentUserUtils.ActiveDashboard) CurrentUserUtils.openDashboard(dashboards.find(doc => doc !== dashboard));
+            Doc.RemoveDocFromList(CurrentUserUtils.MyDashboards, "data", dashboard);
+            if (!dashboards.length) CurrentUserUtils.ActivePage = "home";
+        }
+    }
+    public static createNewDashboard = (id?: string, name?: string) => {
+        const presentation = Doc.MakeCopy(Doc.UserDoc().emptyPresentation as Doc, true);
+        const dashboards = CurrentUserUtils.MyDashboards;
         const dashboardCount = DocListCast(dashboards.data).length + 1;
-        const emptyPane = Cast(userDoc.emptyPane, Doc, null);
-        emptyPane["dragFactory-count"] = NumCast(emptyPane["dragFactory-count"]) + 1;
         const freeformOptions: DocumentOptions = {
             x: 0,
             y: 400,
@@ -1459,40 +1110,30 @@ export class CurrentUserUtils {
             _height: 1000,
             _fitWidth: true,
             _backgroundGridShow: true,
-            title: `Untitled Tab ${NumCast(emptyPane["dragFactory-count"])}`,
+            title: `Untitled Tab 1`,
         };
+        const title = name ? name : `Dashboard ${dashboardCount}`
         const freeformDoc = CurrentUserUtils.GuestTarget || Docs.Create.FreeformDocument([], freeformOptions);
-        const dashboardDoc = Docs.Create.StandardCollectionDockingDocument([{ doc: freeformDoc, initialWidth: 600 }], { title: `Dashboard ${dashboardCount}` }, id, "row");
+        const dashboardDoc = Docs.Create.StandardCollectionDockingDocument([{ doc: freeformDoc, initialWidth: 600 }], { title: title }, id, "row");
         freeformDoc.context = dashboardDoc;
 
         // switching the tabs from the datadoc to the regular doc
-        const dashboardTabs = dashboardDoc[DataSym].data;
-        dashboardDoc[DataSym].data = new List<Doc>();
-        dashboardDoc.data = dashboardTabs;
-
-        // collating all docs on the dashboard to make a data-all field
-        const allDocs = new List<Doc>();
-        const allDocs2 = new List<Doc>(); // Array.from, spread, splice all cause so stack or acl issues for some reason
-        DocListCast(dashboardTabs).forEach(doc => {
-            const tabDocs = DocListCast(doc.data);
-            allDocs.push(...tabDocs);
-            allDocs2.push(...tabDocs);
-        });
-        dashboardDoc[DataSym]["data-all"] = allDocs;
-        dashboardDoc["data-all"] = allDocs2;
-        DocListCast(dashboardDoc.data).forEach(doc => doc.dashboard = dashboardDoc);
-        DocListCast(dashboardDoc.data)[1].data = ComputedField.MakeFunction(`dynamicOffScreenDocs(self.dashboard)`) as any;
+        const dashboardTabs = DocListCast(dashboardDoc[DataSym].data);
+        dashboardDoc.data = new List<Doc>(dashboardTabs);
+        dashboardDoc["pane-count"] = 1;
 
-        userDoc.activePresentation = presentation;
+        CurrentUserUtils.ActivePresentation = presentation;
 
         Doc.AddDocToList(dashboards, "data", dashboardDoc);
-        CurrentUserUtils.openDashboard(userDoc, dashboardDoc);
+        // open this new dashboard 
+        CurrentUserUtils.ActiveDashboard = dashboardDoc;
+        CurrentUserUtils.ActivePage = "dashboard";
     }
 
     public static GetNewTextDoc(title: string, x: number, y: number, width?: number, height?: number, noMargins?: boolean, annotationOn?: Doc, maxHeight?: number, backgroundColor?: string) {
         const tbox = Docs.Create.TextDocument("", {
             _xMargin: noMargins ? 0 : undefined, _yMargin: noMargins ? 0 : undefined, annotationOn, docMaxAutoHeight: maxHeight, backgroundColor: backgroundColor,
-            _width: width || 200, _height: height || 100, x: x, y: y, _fitWidth: true, _autoHeight: true, title
+            _width: width || 200, _height: 35, x: x, y: y, _fitWidth: true, _autoHeight: true, title
         });
         const template = Doc.UserDoc().defaultTextLayout;
         if (template instanceof Doc) {
@@ -1503,105 +1144,52 @@ export class CurrentUserUtils {
         return tbox;
     }
 
-    public static get MySearchPanelDoc() { return Cast(Doc.UserDoc().mySearchPanelDoc, Doc, null); }
-    public static get ActiveDashboard() { return Cast(Doc.UserDoc().activeDashboard, Doc, null); }
-    public static get ActivePresentation() { return Cast(Doc.UserDoc().activePresentation, Doc, null); }
-    public static get MyRecentlyClosed() { return Cast(Doc.UserDoc().myRecentlyClosedDocs, Doc, null); }
-    public static get MyDashboards() { return Cast(Doc.UserDoc().myDashboards, Doc, null); }
-    public static get EmptyPane() { return Cast(Doc.UserDoc().emptyPane, Doc, null); }
-    public static get OverlayDocs() { return DocListCast((Doc.UserDoc().myOverlayDocs as Doc)?.data); }
-    public static set SelectedTool(tool: InkTool) { Doc.UserDoc().activeInkTool = tool; }
-    @computed public static get SelectedTool(): InkTool { return StrCast(Doc.UserDoc().activeInkTool, InkTool.None) as InkTool; }
+    public static get MyUserDocView() { return DocCast(Doc.UserDoc().myUserDocView); }
+    public static get MyDockedBtns() { return DocCast(Doc.UserDoc().myDockedBtns); }
+    public static get MySearcher() { return DocCast(Doc.UserDoc().mySearcher); }
+    public static get MyFilesystem() { return DocCast(Doc.UserDoc().myFilesystem); }
+    public static get MyHeaderBar() { return DocCast(Doc.UserDoc().myHeaderBar); }
+    public static get MyTools() { return DocCast(Doc.UserDoc().myTools); }
+    public static get MyDashboards() { return DocCast(Doc.UserDoc().myDashboards); }
+    public static get MyFileOrphans() { return DocCast(Doc.UserDoc().myFileOrphans); }
+    public static get MyTemplates() { return DocCast(Doc.UserDoc().myTemplates); }
+    public static get MyLeftSidebarMenu() { return DocCast(Doc.UserDoc().myLeftSidebarMenu); }
+    public static get MyLeftSidebarPanel() { return DocCast(Doc.UserDoc().myLeftSidebarPanel); }
+    public static get MySharedDocs() { return DocCast(Doc.UserDoc().mySharedDocs); }
+    public static get MyTrails() { return DocCast(Doc.UserDoc().myTrails); }
+    public static get MyImports() { return DocCast(Doc.UserDoc().myImports); }
+    public static get MyContextMenuBtns() { return DocCast(Doc.UserDoc().myContextMenuBtns); }
+    public static get MyRecentlyClosed() { return DocCast(Doc.UserDoc().myRecentlyClosed); }
+    public static get MyOverlayDocs() { return DocCast(Doc.UserDoc().myOverlayDocs); }
+    public static get MyPublishedDocs() { return DocCast(Doc.UserDoc().myPublishedDocs); }
+    public static get ActiveDashboard() { return DocCast(Doc.UserDoc().activeDashboard); }
+    public static set ActiveDashboard(val:Doc|undefined) { Doc.UserDoc().activeDashboard = val; }
+    public static get ActivePresentation() { return DocCast(Doc.UserDoc().activePresentation); }
+    public static set ActivePresentation(val) { Doc.UserDoc().activePresentation = val; }
+    public static get ActivePage() { return StrCast(Doc.UserDoc().activePage); }
+    public static set ActivePage(val) { Doc.UserDoc().activePage = val; }
+    public static set ActiveTool(tool: InkTool) { Doc.UserDoc().activeTool = tool; }
+    public static get ActiveTool(): InkTool { return StrCast(Doc.UserDoc().activeTool, InkTool.None) as InkTool; }
 }
 
-ScriptingGlobals.add(function openDragFactory(dragFactory: Doc) {
-    const copy = Doc.copyDragFactory(dragFactory);
-    if (copy) {
-        CollectionDockingView.AddSplit(copy, "right");
-        const view = DocumentManager.Instance.getFirstDocumentView(copy);
-        view && SelectionManager.SelectView(view, false);
-    }
-});
-ScriptingGlobals.add(function MySharedDocs() { return Doc.SharingDoc(); },
-    "document containing all shared Docs");
-ScriptingGlobals.add(function IsNoviceMode() { return Doc.UserDoc().noviceMode; },
-    "is Dash in novice mode");
-ScriptingGlobals.add(function snapshotDashboard() { CurrentUserUtils.snapshotDashboard(Doc.UserDoc()); },
-    "creates a snapshot copy of a dashboard");
-ScriptingGlobals.add(function createNewDashboard() { return CurrentUserUtils.createNewDashboard(Doc.UserDoc()); },
-    "creates a new dashboard when called");
-ScriptingGlobals.add(function createNewPresentation() { return MainView.Instance.createNewPresentation(); },
-    "creates a new presentation when called");
-ScriptingGlobals.add(function createNewFolder() { return MainView.Instance.createNewFolder(); },
-    "creates a new folder in myFiles when called");
-ScriptingGlobals.add(function links(doc: any) { return new List(LinkManager.Instance.getAllRelatedLinks(doc)); },
-    "returns all the links to the document or its annotations", "(doc: any)");
-ScriptingGlobals.add(function importDocument() { return CurrentUserUtils.importDocument(); },
-    "imports files from device directly into the import sidebar");
-ScriptingGlobals.add(function shareDashboard(dashboard: Doc) {
-    SharingManager.Instance.open(undefined, dashboard);
-},
-    "opens sharing dialog for Dashboard");
-ScriptingGlobals.add(async function removeDashboard(dashboard: Doc) {
-    const dashboards = await DocListCastAsync(CurrentUserUtils.MyDashboards.data);
-    if (dashboards && dashboards.length > 1) {
-        if (dashboard === CurrentUserUtils.ActiveDashboard) CurrentUserUtils.openDashboard(Doc.UserDoc(), dashboards.find(doc => doc !== dashboard)!);
-        Doc.RemoveDocFromList(CurrentUserUtils.MyDashboards, "data", dashboard);
-    }
-},
-    "Remove Dashboard from Dashboards");
-ScriptingGlobals.add(async function addToDashboards(dashboard: Doc) {
-    const dashboardAlias = Doc.MakeAlias(dashboard);
-
-    const allDocs = await DocListCastAsync(dashboard[DataSym]["data-all"]);
-
-    // moves the data-all field from the datadoc to the layoutdoc, necessary for off screen docs tab to function properly
-    // dashboard["data-all"] = new List<Doc>(allDocs);
-    // dashboardAlias["data-all"] = new List<Doc>((allDocs || []).map(doc => Doc.MakeAlias(doc)));
-
-    // const dockingConfig = JSON.parse(StrCast(dashboardAlias.dockingConfig));
-    // dashboardAlias.dockingConfig = JSON.stringify(dockingConfig);
-
-    dashboardAlias.data = new List<Doc>(DocListCast(dashboard.data).map(tabFolder => Doc.MakeAlias(tabFolder)));
-    DocListCast(dashboardAlias.data).forEach(doc => doc.dashboard = dashboardAlias);
-    //new List<Doc>();
-    DocListCast(dashboardAlias.data)[1].data = ComputedField.MakeFunction(`dynamicOffScreenDocs(self.dashboard)`) as any;
-    Doc.AddDocToList(CurrentUserUtils.MyDashboards, "data", dashboardAlias);
-    CurrentUserUtils.openDashboard(Doc.UserDoc(), dashboardAlias);
-},
-    "adds Dashboard to set of Dashboards");
-
-/**
- * Dynamically computes which docs should be rendered in the off-screen tabs tree of a dashboard.
- */
-ScriptingGlobals.add(function dynamicOffScreenDocs(dashboard: Doc) {
-    if (dashboard[DataSym] instanceof Doc) {
-        const allDocs = DocListCast(dashboard["data-all"]);
-        const onScreenTab = DocListCast(dashboard.data)[0];
-        const onScreenDocs = DocListCast(onScreenTab.data);
-        return new List<Doc>(allDocs.reduce((result: Doc[], doc) => {
-            !onScreenDocs.includes(doc) && !onScreenDocs.includes(doc.aliasOf as Doc) && (result.push(doc));
-            return result;
-        }, []));
-    }
-    return [];
-});
-ScriptingGlobals.add(function selectedDocumentType(docType?: DocumentType, colType?: CollectionViewType, checkParent?: boolean) {
-    let selected = SelectionManager.Docs().length ? SelectionManager.Docs()[0] : undefined;
-    if (selected && checkParent) {
-        const parentDoc: Doc = Cast(selected.context, Doc, null);
-        selected = parentDoc;
-    }
-    if (selected && docType && selected.type === docType) return false;
-    else if (selected && colType && selected.viewType === colType) return false;
-    else if (selected && !colType && !docType) return false;
-    else return true;
+ScriptingGlobals.add(function MySharedDocs() { return CurrentUserUtils.MySharedDocs; }, "document containing all shared Docs");
+ScriptingGlobals.add(function IsNoviceMode() { return Doc.noviceMode; }, "is Dash in novice mode");
+ScriptingGlobals.add(function toggleComicMode() { Doc.UserDoc().renderStyle = Doc.UserDoc().renderStyle === "comic" ? undefined : "comic"; }, "switches between comic and normal document rendering");
+ScriptingGlobals.add(function snapshotDashboard() { CurrentUserUtils.snapshotDashboard(); }, "creates a snapshot copy of a dashboard");
+ScriptingGlobals.add(function createNewDashboard() { return CurrentUserUtils.createNewDashboard(); }, "creates a new dashboard when called");
+ScriptingGlobals.add(function createNewPresentation() { return MainView.Instance.createNewPresentation(); }, "creates a new presentation when called");
+ScriptingGlobals.add(function createNewFolder() { return MainView.Instance.createNewFolder(); }, "creates a new folder in myFiles when called");
+ScriptingGlobals.add(function links(doc: any) { return new List(LinkManager.Instance.getAllRelatedLinks(doc)); }, "returns all the links to the document or its annotations", "(doc: any)");
+ScriptingGlobals.add(function importDocument() { return CurrentUserUtils.importDocument(); }, "imports files from device directly into the import sidebar");
+ScriptingGlobals.add(function shareDashboard(dashboard: Doc) { SharingManager.Instance.open(undefined, dashboard); }, "opens sharing dialog for Dashboard");
+ScriptingGlobals.add(function removeDashboard(dashboard: Doc) { CurrentUserUtils.removeDashboard(dashboard); }, "Remove Dashboard from Dashboards");
+ScriptingGlobals.add(function addToDashboards(dashboard: Doc) {  CurrentUserUtils.openDashboard( Doc.MakeAlias(dashboard)); },  "adds Dashboard to set of Dashboards");
+ScriptingGlobals.add(function selectedDocumentType(docType?: DocumentType, colType?: CollectionViewType, checkContext?: boolean) {
+    let selected = (sel => checkContext ? DocCast(sel?.context) : sel)(SelectionManager.SelectedSchemaDoc() ?? SelectionManager.Docs().lastElement());
+    return docType ? selected?.type === docType : colType ? selected?.viewType === colType : true;
 });
 ScriptingGlobals.add(function makeTopLevelFolder() {
-    const folder = Docs.Create.TreeDocument([], { title: "Untitled folder", _stayInCollection: true, isFolder: true });
-    TreeView._editTitleOnLoad = { id: folder[Id], parent: undefined };
-    return Doc.AddDocToList(Doc.UserDoc().myFilesystem as Doc, "data", folder);
-});
-ScriptingGlobals.add(function toggleComicMode() {
-    Doc.UserDoc().renderStyle = Doc.UserDoc().renderStyle === "comic" ? undefined : "comic";
+    TreeView._editTitleOnLoad = { id: Utils.GenerateGuid(), parent: undefined };
+    const opts = { title: "Untitled folder", _stayInCollection: true, isFolder: true };
+    return Doc.AddDocToList(CurrentUserUtils.MyFilesystem, "data", Docs.Create.TreeDocument([], opts, TreeView._editTitleOnLoad.id));
 });
\ No newline at end of file
diff --git a/src/client/util/DocumentManager.ts b/src/client/util/DocumentManager.ts
index 0a00ab6e0..0435cd535 100644
--- a/src/client/util/DocumentManager.ts
+++ b/src/client/util/DocumentManager.ts
@@ -5,17 +5,19 @@ import { Cast } from '../../fields/Types';
 import { returnFalse } from '../../Utils';
 import { DocumentType } from '../documents/DocumentTypes';
 import { CollectionDockingView } from '../views/collections/CollectionDockingView';
+import { CollectionFreeFormView } from '../views/collections/collectionFreeForm';
 import { CollectionView } from '../views/collections/CollectionView';
 import { LightboxView } from '../views/LightboxView';
 import { DocumentView, ViewAdjustment } from '../views/nodes/DocumentView';
 import { LinkAnchorBox } from '../views/nodes/LinkAnchorBox';
+import { CurrentUserUtils } from './CurrentUserUtils';
 import { ScriptingGlobals } from './ScriptingGlobals';
 import { SelectionManager } from './SelectionManager';
 
 export class DocumentManager {
 
     //global holds all of the nodes (regardless of which collection they're in)
-    @observable public DocumentViews: DocumentView[] = [];
+    @observable public DocumentViews = new Set<DocumentView>();
     @observable public LinkAnchorBoxViews: DocumentView[] = [];
     @observable public RecordingEvent = 0;
     @observable public LinkedDocumentViews: { a: DocumentView, b: DocumentView, l: Doc }[] = [];
@@ -45,7 +47,7 @@ export class DocumentManager {
             // this.LinkedDocumentViews.forEach(view => console.log("  LV = " + view.a.props.Document.title + "/" + view.a.props.LayoutTemplateString + " --> " +
             //     view.b.props.Document.title + "/" + view.b.props.LayoutTemplateString));
         } else {
-            this.DocumentViews.push(view);
+            this.DocumentViews.add(view);
         }
     }
     public RemoveView = action((view: DocumentView) => {
@@ -60,8 +62,7 @@ export class DocumentManager {
             const index = this.LinkAnchorBoxViews.indexOf(view);
             this.LinkAnchorBoxViews.splice(index, 1);
         } else {
-            const index = this.DocumentViews.indexOf(view);
-            index !== -1 && this.DocumentViews.splice(index, 1);
+            this.DocumentViews.delete(view);
         }
         SelectionManager.DeselectView(view);
     });
@@ -69,13 +70,13 @@ export class DocumentManager {
     //gets all views
     public getDocumentViewsById(id: string) {
         const toReturn: DocumentView[] = [];
-        DocumentManager.Instance.DocumentViews.map(view => {
+        Array.from(DocumentManager.Instance.DocumentViews).map(view => {
             if (view.rootDoc[Id] === id) {
                 toReturn.push(view);
             }
         });
         if (toReturn.length === 0) {
-            DocumentManager.Instance.DocumentViews.map(view => {
+            Array.from(DocumentManager.Instance.DocumentViews).map(view => {
                 const doc = view.rootDoc.proto;
                 if (doc && doc[Id] && doc[Id] === id) {
                     toReturn.push(view);
@@ -95,14 +96,14 @@ export class DocumentManager {
         const passes = preferredCollection ? [preferredCollection, undefined] : [undefined];
 
         for (const pass of passes) {
-            DocumentManager.Instance.DocumentViews.map(view => {
+            Array.from(DocumentManager.Instance.DocumentViews).map(view => {
                 if (view.rootDoc[Id] === id && (!pass || view.props.ContainingCollectionView === preferredCollection)) {
                     toReturn = view;
                     return;
                 }
             });
             if (!toReturn) {
-                DocumentManager.Instance.DocumentViews.map(view => {
+                Array.from(DocumentManager.Instance.DocumentViews).map(view => {
                     const doc = view.rootDoc.proto;
                     if (doc && doc[Id] === id && (!pass || view.props.ContainingCollectionView === preferredCollection)) {
                         toReturn = view;
@@ -121,9 +122,8 @@ export class DocumentManager {
     }
 
     public getLightboxDocumentView = (toFind: Doc, originatingDoc: Opt<Doc> = undefined): DocumentView | undefined => {
-        const docViews = DocumentManager.Instance.DocumentViews;
         const views: DocumentView[] = [];
-        docViews.map(view => LightboxView.IsLightboxDocView(view.docViewPath) && Doc.AreProtosEqual(view.rootDoc, toFind) && views.push(view));
+        Array.from(DocumentManager.Instance.DocumentViews).map(view => LightboxView.IsLightboxDocView(view.docViewPath) && Doc.AreProtosEqual(view.rootDoc, toFind) && views.push(view));
         return views?.find(view => view.ContentDiv?.getBoundingClientRect().width && view.props.focus !== returnFalse) || views?.find(view => view.props.focus !== returnFalse) || (views.length ? views[0] : undefined);
     }
     public getFirstDocumentView = (toFind: Doc, originatingDoc: Opt<Doc> = undefined): DocumentView | undefined => {
@@ -132,8 +132,8 @@ export class DocumentManager {
     }
     public getDocumentViews(toFind: Doc): DocumentView[] {
         const toReturn: DocumentView[] = [];
-        const docViews = DocumentManager.Instance.DocumentViews.filter(view => !LightboxView.IsLightboxDocView(view.docViewPath));
-        const lightViews = DocumentManager.Instance.DocumentViews.filter(view => LightboxView.IsLightboxDocView(view.docViewPath));
+        const docViews = Array.from(DocumentManager.Instance.DocumentViews).filter(view => !LightboxView.IsLightboxDocView(view.docViewPath));
+        const lightViews = Array.from(DocumentManager.Instance.DocumentViews).filter(view => LightboxView.IsLightboxDocView(view.docViewPath));
 
         // heuristic to return the "best" documents first:
         //   choose a document in the lightbox first
@@ -155,7 +155,7 @@ export class DocumentManager {
         targetDoc: Doc,        // document to display
         willZoom: boolean,     // whether to zoom doc to take up most of screen
         createViewFunc = DocumentManager.addView, // how to create a view of the doc if it doesn't exist
-        docContext?: Doc,  // context to load that should contain the target
+        docContext: Doc[],  // context to load that should contain the target
         linkDoc?: Doc,   // link that's being followed
         closeContextIfNotFound: boolean = false, // after opening a context where the document should be, this determines whether the context should be closed if the Doc isn't actually there
         originatingDoc: Opt<Doc> = undefined, // doc that initiated the display of the target odoc
@@ -167,49 +167,78 @@ export class DocumentManager {
         originalTarget = originalTarget ?? targetDoc;
         const getFirstDocView = LightboxView.LightboxDoc ? DocumentManager.Instance.getLightboxDocumentView : DocumentManager.Instance.getFirstDocumentView;
         const docView = getFirstDocView(targetDoc, originatingDoc);
-        const wasHidden = targetDoc.hidden;  // 
-        if (wasHidden) runInAction(() => targetDoc.hidden = false);  // if the target is hidden, un-hide it here.
+        const annotatedDoc = Cast(targetDoc.annotationOn, Doc, null);
+        const resolvedTarget = targetDoc.type === DocumentType.MARKER ? annotatedDoc ?? targetDoc : targetDoc; // if target is a marker, then focus toggling should apply to the document it's on since the marker itself doesn't have a hidden field
+        var wasHidden = resolvedTarget.hidden;
+        if (wasHidden) {
+            runInAction(() => {
+                resolvedTarget.hidden = false;  // if the target is hidden, un-hide it here.
+                docView?.props.bringToFront(resolvedTarget);
+            });
+        }
         const focusAndFinish = (didFocus: boolean) => {
+            const finalTargetDoc = resolvedTarget;
             if (originatingDoc?.isPushpin) {
                 if (!didFocus && !wasHidden) {  // don't toggle the hidden state if the doc was already un-hidden as part of this document traversal
-                    targetDoc.hidden = !targetDoc.hidden;
+                    finalTargetDoc.hidden = !finalTargetDoc.hidden;
                 }
             } else {
-                targetDoc.hidden && (targetDoc.hidden = undefined);
+                finalTargetDoc.hidden && (finalTargetDoc.hidden = undefined);
                 !noSelect && docView?.select(false);
             }
             finished?.();
-            return false;
         };
-        const annotatedDoc = Cast(targetDoc.annotationOn, Doc, null);
-        const annoContainerView = annotatedDoc && getFirstDocView(annotatedDoc);
-        const contextDocs = docContext ? await DocListCastAsync(docContext.data) : undefined;
-        const contextDoc = contextDocs?.find(doc => Doc.AreProtosEqual(doc, targetDoc) || Doc.AreProtosEqual(doc, annotatedDoc)) ? docContext : undefined;
+        const annoContainerView = (!wasHidden || resolvedTarget !== annotatedDoc) && annotatedDoc && getFirstDocView(annotatedDoc);
+        const contextDocs = docContext.length ? await DocListCastAsync(docContext[0].data) : undefined;
+        const contextDoc = contextDocs?.find(doc => Doc.AreProtosEqual(doc, targetDoc) || Doc.AreProtosEqual(doc, annotatedDoc)) ? docContext.lastElement() : undefined;
         const targetDocContext = contextDoc || annotatedDoc;
         const targetDocContextView = (targetDocContext && getFirstDocView(targetDocContext)) ||
             (wasHidden && annoContainerView);// if we have an annotation container and the target was hidden, then try again because we just un-hid the document above
         const focusView = !docView && targetDoc.type === DocumentType.MARKER && annoContainerView ? annoContainerView : docView;
-        if (!docView && annoContainerView) {
-            annoContainerView.focus(targetDoc);  // this allows something like a PDF view to remove its doc filters to expose the target so that it can be found in the retry code below
+        if (annoContainerView) {
+            if (annoContainerView.props.Document.layoutKey === "layout_icon") {
+                annoContainerView.iconify(() => annoContainerView.focus(targetDoc, {
+                    originalTarget, willZoom, scale: presZoom, afterFocus: (didFocus: boolean) =>
+                        new Promise<ViewAdjustment>(res => {
+                            focusAndFinish(true);
+                            res(ViewAdjustment.doNothing);
+                        })
+                }));
+                return;
+            } else if (!docView && targetDoc.type !== DocumentType.MARKER) {
+                annoContainerView.focus(targetDoc);  // this allows something like a PDF view to remove its doc filters to expose the target so that it can be found in the retry code below
+            }
         }
         if (focusView) {
             !noSelect && Doc.linkFollowHighlight(focusView.rootDoc); //TODO:glr make this a setting in PresBox
-            focusView.focus(targetDoc, {
+            const doFocus = (forceDidFocus: boolean) => focusView.focus(originalTarget ?? targetDoc, {
                 originalTarget, willZoom, scale: presZoom, afterFocus: (didFocus: boolean) =>
                     new Promise<ViewAdjustment>(res => {
-                        focusAndFinish(didFocus);
+                        focusAndFinish(forceDidFocus || didFocus);
                         res(ViewAdjustment.doNothing);
                     })
             });
+            if (focusView.props.Document.layoutKey === "layout_icon") {
+                focusView.iconify(() => doFocus(true));
+            } else {
+                doFocus(false);
+            }
         } else {
             if (!targetDocContext) { // we don't have a view and there's no context specified ... create a new view of the target using the dockFunc or default
                 createViewFunc(Doc.BrushDoc(targetDoc), finished); // bcz: should we use this?: Doc.MakeAlias(targetDoc)));
             } else {  // otherwise try to get a view of the context of the target
                 if (targetDocContextView) { // we found a context view and aren't forced to create a new one ... focus on the context first..
+                    wasHidden = wasHidden || targetDocContextView.rootDoc.hidden;
+                    targetDocContextView.rootDoc.hidden = false; // make sure context isn't hidden
                     targetDocContext._viewTransition = "transform 500ms";
                     targetDocContextView.props.focus(targetDocContextView.rootDoc, {
                         willZoom, afterFocus: async () => {
                             targetDocContext._viewTransition = undefined;
+                            if (targetDocContext.layoutKey === "layout_icon") {
+                                targetDocContextView.iconify(() => this.jumpToDocument(
+                                    resolvedTarget ?? targetDoc, willZoom, createViewFunc, docContext, linkDoc, closeContextIfNotFound, originatingDoc,
+                                    finished, originalTarget, noSelect, presZoom));
+                            }
                             return ViewAdjustment.doNothing;
                         }
                     });
@@ -220,29 +249,38 @@ export class DocumentManager {
                         finished?.();
                     } else { // no timecode means we need to find the context view and focus on our target
                         const findView = (delay: number) => {
-                            const retryDocView = getFirstDocView(targetDoc);  // test again for the target view snce we presumably created the context above by focusing on it
-                            if (retryDocView) {   // we found the target in the context
+                            const retryDocView = getFirstDocView(resolvedTarget);  // test again for the target view snce we presumably created the context above by focusing on it
+                            if (retryDocView) {   // we found the target in the context. 
                                 Doc.linkFollowHighlight(retryDocView.rootDoc);
-                                retryDocView.props.focus(targetDoc, {
+                                retryDocView.focus(targetDoc, {
                                     willZoom, afterFocus: (didFocus: boolean) =>
                                         new Promise<ViewAdjustment>(res => {
                                             !noSelect && focusAndFinish(didFocus);
                                             res(ViewAdjustment.doNothing);
                                         })
                                 }); // focus on the target in the context
-                            } else if (delay > 1500) {
+                            } else if (delay > 1000) {
                                 // we didn't find the target, so it must have moved out of the context.  Go back to just creating it.
                                 if (closeContextIfNotFound) targetDocContextView.props.removeDocument?.(targetDocContextView.rootDoc);
                                 if (targetDoc.layout) { // there will no layout for a TEXTANCHOR type document
                                     createViewFunc(Doc.BrushDoc(targetDoc), finished); //  create a new view of the target
                                 }
                             } else {
-                                setTimeout(() => findView(delay + 250), 250);
+                                setTimeout(() => findView(delay + 200), 200);
                             }
                         };
-                        findView(0);
+                        setTimeout(() => findView(0), 0);
+                    }
+                } else {
+                    if (docContext.length && docContext[0]?.layoutKey === "layout_icon") {
+                        const docContextView = this.getFirstDocumentView(docContext[0]);
+                        if (docContextView) {
+                            return docContextView.iconify(() => this.jumpToDocument(
+                                targetDoc, willZoom, createViewFunc, docContext.slice(1, docContext.length), linkDoc, closeContextIfNotFound, originatingDoc,
+                                finished, originalTarget, noSelect, presZoom));
+                        }
                     }
-                } else {  // there's no context view so we need to create one first and try again when that finishes
+                    // there's no context view so we need to create one first and try again when that finishes
                     const finishFunc = () => this.jumpToDocument(targetDoc, true, createViewFunc, docContext, linkDoc, true /* if we don't find the target, we want to get rid of the context just created */, undefined, finished, originalTarget);
                     createViewFunc(targetDocContext, // after creating the context, this calls the finish function that will retry looking for the target
                         finishFunc);
@@ -250,18 +288,21 @@ export class DocumentManager {
             }
         }
     }
-
 }
-ScriptingGlobals.add(function DocFocusOrOpen(doc: any) {
-    const dv = DocumentManager.Instance.getDocumentView(doc);
-    if (dv && dv.props.Document === doc) {
-        dv.props.focus(doc, { willZoom: true });
+export function DocFocusOrOpen(doc: Doc, collectionDoc?: Doc) {
+    const cv = collectionDoc && DocumentManager.Instance.getDocumentView(collectionDoc);
+    const dv = DocumentManager.Instance.getDocumentView(doc, (cv?.ComponentView as CollectionFreeFormView)?.props.CollectionView);
+    if (dv && Doc.AreProtosEqual(dv.props.Document, doc)) {
+        dv.props.focus(dv.props.Document, { willZoom: true });
         Doc.linkFollowHighlight(dv?.props.Document, false);
     }
     else {
-        const context = doc.context !== Doc.UserDoc().myFilesystem && Cast(doc.context, Doc, null);
+        const context = doc.context !== CurrentUserUtils.MyFilesystem && Cast(doc.context, Doc, null);
         const showDoc = context || doc;
-        CollectionDockingView.AddSplit(showDoc === Doc.GetProto(showDoc) ? Doc.MakeAlias(showDoc) : showDoc, "right") && context &&
+        const bestAlias = showDoc === Doc.GetProto(showDoc) ? DocListCast(showDoc.aliases).find(doc => !doc.context && doc.author === Doc.CurrentUserEmail) : showDoc;
+
+        CollectionDockingView.AddSplit(bestAlias ? bestAlias : Doc.MakeAlias(showDoc), "right") && context &&
             setTimeout(() => DocumentManager.Instance.getDocumentView(Doc.GetProto(doc))?.focus(doc));
     }
-});
\ No newline at end of file
+}
+ScriptingGlobals.add(DocFocusOrOpen);
\ No newline at end of file
diff --git a/src/client/util/DragManager.ts b/src/client/util/DragManager.ts
index c9c499fff..09b463c2f 100644
--- a/src/client/util/DragManager.ts
+++ b/src/client/util/DragManager.ts
@@ -6,8 +6,8 @@ import { PrefetchProxy } from "../../fields/Proxy";
 import { listSpec } from "../../fields/Schema";
 import { SchemaHeaderField } from "../../fields/SchemaHeaderField";
 import { ScriptField } from "../../fields/ScriptField";
-import { Cast, NumCast, ScriptCast, StrCast } from "../../fields/Types";
-import { emptyFunction } from "../../Utils";
+import { BoolCast, Cast, NumCast, ScriptCast, StrCast } from "../../fields/Types";
+import { emptyFunction, Utils } from "../../Utils";
 import { Docs, DocUtils } from "../documents/Documents";
 import * as globalCssVariables from "../views/global/globalCssVariables.scss";
 import { DocumentView } from "../views/nodes/DocumentView";
@@ -56,12 +56,7 @@ export function SetupDrag(
             if (e.shiftKey) {
                 e.persist();
                 const dragDoc = await docFunc();
-                dragDoc && DragManager.StartWindowDrag?.({
-                    pageX: e.pageX,
-                    pageY: e.pageY,
-                    preventDefault: emptyFunction,
-                    button: 0
-                }, [dragDoc]);
+                dragDoc && DragManager.StartWindowDrag?.(e, [dragDoc]);
             } else {
                 document.addEventListener("pointermove", onRowMove);
                 document.addEventListener("pointerup", onRowUp);
@@ -74,8 +69,11 @@ export function SetupDrag(
 export namespace DragManager {
     let dragDiv: HTMLDivElement;
     let dragLabel: HTMLDivElement;
-    export let StartWindowDrag: Opt<((e: any, dragDocs: Doc[]) => void)> = undefined;
+    export let StartWindowDrag: Opt<((e: { pageX: number, pageY: number }, dragDocs: Doc[], finishDrag?: (aborted: boolean) => void) => void)>;
+    export let CompleteWindowDrag: Opt<(aborted: boolean) => void>;
 
+    export function GetRaiseWhenDragged() { return BoolCast(Doc.UserDoc()._raiseWhenDragged); }
+    export function SetRaiseWhenDragged(val:boolean) { Doc.UserDoc()._raiseWhenDragged = val }
     export function Root() {
         const root = document.getElementById("root");
         if (!root) {
@@ -225,10 +223,13 @@ export namespace DragManager {
             if (docDragData && !docDragData.droppedDocuments.length) {
                 docDragData.dropAction = dragData.userDropAction || dragData.dropAction;
                 docDragData.droppedDocuments =
-                    await Promise.all(dragData.draggedDocuments.map(async d => !dragData.isDocDecorationMove && !dragData.userDropAction && ScriptCast(d.onDragStart) ? addAudioTag(ScriptCast(d.onDragStart).script.run({ this: d }).result) :
-                        docDragData.dropAction === "alias" ? Doc.MakeAlias(d) :
-                            docDragData.dropAction === "proto" ? Doc.GetProto(d) :
-                                docDragData.dropAction === "copy" ? (await Doc.MakeClone(d)).clone : d));
+                    await Promise.all(dragData.draggedDocuments.map(async d => 
+                        !dragData.isDocDecorationMove && !dragData.userDropAction && ScriptCast(d.onDragStart) ? 
+                        addAudioTag(ScriptCast(d.onDragStart).script.run({ this: d }).result) :
+                            docDragData.dropAction === "alias" ? Doc.MakeAlias(d) :
+                                docDragData.dropAction === "proto" ? Doc.GetProto(d) :
+                                    docDragData.dropAction === "copy" ? 
+                                        (await Doc.MakeClone(d)).clone : d));
                 !["same", "proto"].includes(docDragData.dropAction as any) && docDragData.droppedDocuments.forEach((drop: Doc, i: number) => {
                     const dragProps = Cast(dragData.draggedDocuments[i].removeDropProperties, listSpec("string"), []);
                     const remProps = (dragData?.removeDropProperties || []).concat(Array.from(dragProps));
@@ -281,7 +282,7 @@ export namespace DragManager {
         SnappingManager.setSnapLines(horizLines, vertLines);
     }
     export function snapDragAspect(dragPt: number[], snapAspect: number) {
-        let closest = NumCast(Doc.UserDoc()["constants-snapThreshold"], 10);
+        let closest = Utils.SNAP_THRESHOLD;
         let near = dragPt;
         const intersect = (x1: number, y1: number, x2: number, y2: number, x3: number, y3: number, x4: number, y4: number, dragx: number, dragy: number) => {
             if ((x1 === x2 && y1 === y2) || (x3 === x4 && y3 === y4)) return undefined; // Check if none of the lines are of length 0
@@ -316,7 +317,7 @@ export namespace DragManager {
     }
     // snap to the active snap lines - if oneAxis is set (eg, for maintaining aspect ratios), then it only snaps to the nearest horizontal/vertical line 
     export function snapDrag(e: PointerEvent, xFromLeft: number, yFromTop: number, xFromRight: number, yFromBottom: number) {
-        const snapThreshold = NumCast(Doc.UserDoc()["constants-snapThreshold"], 10);
+        const snapThreshold = Utils.SNAP_THRESHOLD;
         const snapVal = (pts: number[], drag: number, snapLines: number[]) => {
             if (snapLines.length) {
                 const offs = [pts[0], (pts[0] - pts[1]) / 2, -pts[1]];   // offsets from drag pt
@@ -383,8 +384,8 @@ export namespace DragManager {
                 }
             }
             const rect = ele.getBoundingClientRect();
-            const scaleX = rect.width / ele.offsetWidth;
-            const scaleY = ele.offsetHeight ? rect.height / ele.offsetHeight : scaleX;
+            const scaleX = rect.width / (ele.offsetWidth || rect.width);
+            const scaleY = ele.offsetHeight ? rect.height / (ele.offsetHeight || rect.height) : scaleX;
 
             elesCont.left = Math.min(rect.left, elesCont.left);
             elesCont.top = Math.min(rect.top, elesCont.top);
@@ -408,7 +409,7 @@ export namespace DragManager {
                 Array.from(pdfBox).filter(pb => pb.width && pb.height).map((pb, i) => pb.getContext('2d')!.drawImage(pdfBoxSrc[i], 0, 0));
             }
             [dragElement, ...Array.from(dragElement.getElementsByTagName('*'))].forEach(ele =>
-                ele.hasAttribute("style") && ((ele as any).style.pointerEvents = "none"));
+                (ele as any).style && ((ele as any).style.pointerEvents = "none"));
 
             dragDiv.appendChild(dragElement);
             if (dragElement !== ele) {
@@ -453,24 +454,29 @@ export namespace DragManager {
             SnappingManager.clearSnapLines();
             batch.end();
         });
-        const moveHandler = async (e: PointerEvent) => {
+        var startWindowDragTimer: any;
+        const moveHandler = (e: PointerEvent) => {
             e.preventDefault(); // required or dragging text menu link item ends up dragging the link button as native drag/drop
             if (dragData instanceof DocumentDragData) {
                 dragData.userDropAction = e.ctrlKey && e.altKey ? "copy" : e.ctrlKey ? "alias" : dragData.defaultDropAction;
             }
-            if (e?.shiftKey && dragData.draggedDocuments.length === 1) {
-                dragData.dropAction = dragData.userDropAction || "same";
-                if (dragData.dropAction === "move") {
-                    dragData.removeDocument?.(dragData.draggedDocuments[0]);
+            if (((e.target as any)?.className === "lm_tabs" || (e.target as any)?.className === "lm_header" || e?.shiftKey) && dragData.draggedDocuments.length === 1) {
+                if (!startWindowDragTimer) {
+                    startWindowDragTimer = setTimeout(async () => {
+                        startWindowDragTimer = undefined;
+                        dragData.dropAction = dragData.userDropAction || "same";
+                        AbortDrag();
+                        await finishDrag?.(new DragCompleteEvent(true, dragData));
+                        DragManager.StartWindowDrag?.(e, dragData.droppedDocuments, (aborted) => {
+                            if (!aborted && (dragData.dropAction === "move" || dragData.dropAction === "same")) {
+                                dragData.removeDocument?.(dragData.draggedDocuments[0]);
+                            }
+                        });
+                    }, 500);
                 }
-                AbortDrag();
-                await finishDrag?.(new DragCompleteEvent(true, dragData));
-                DragManager.StartWindowDrag?.({
-                    pageX: e.pageX,
-                    pageY: e.pageY,
-                    preventDefault: emptyFunction,
-                    button: 0
-                }, dragData.droppedDocuments);
+            } else {
+                clearTimeout(startWindowDragTimer);
+                startWindowDragTimer = undefined;
             }
 
             const target = document.elementFromPoint(e.x, e.y);
@@ -536,6 +542,8 @@ export namespace DragManager {
             );
         };
         const upHandler = (e: PointerEvent) => {
+            clearTimeout(startWindowDragTimer);
+            startWindowDragTimer = undefined;
             dispatchDrag(document.elementFromPoint(e.x, e.y) || document.body, e, new DragCompleteEvent(false, dragData), snapDrag(e, xFromLeft, yFromTop, xFromRight, yFromBottom), finishDrag, options, cleanupDrag);
         };
         document.addEventListener("pointermove", moveHandler, true);
diff --git a/src/client/util/DropConverter.ts b/src/client/util/DropConverter.ts
index 082b6d8bd..256ab5c44 100644
--- a/src/client/util/DropConverter.ts
+++ b/src/client/util/DropConverter.ts
@@ -10,12 +10,17 @@ import { ImageField } from "../../fields/URLField";
 import { ScriptingGlobals } from "./ScriptingGlobals";
 import { listSpec } from "../../fields/Schema";
 
+export function MakeTemplate(doc: Doc, first: boolean = true, rename: Opt<string> = undefined, templateField: string = "") {
+    if (templateField) Doc.GetProto(doc).title = templateField; /// the title determines which field is being templated
+    doc.isTemplateDoc = makeTemplate(doc, first, rename);
+    return doc;
+}
 // 
 // converts 'doc' into a template that can be used to render other documents.
 // the title of doc is used to determine which field is being templated, so
 // passing a value for 'rename' allows the doc to be given a meangingful name 
 // after it has been converted to
-export function makeTemplate(doc: Doc, first: boolean = true, rename: Opt<string> = undefined): boolean {
+function makeTemplate(doc: Doc, first: boolean = true, rename: Opt<string> = undefined): boolean {
     const layoutDoc = doc.layout instanceof Doc && doc.layout.isTemplateForField ? doc.layout : doc;
     if (layoutDoc.layout instanceof Doc) { // its already a template
         return true;
diff --git a/src/client/util/History.ts b/src/client/util/History.ts
index e6f75a7db..7dcff9c56 100644
--- a/src/client/util/History.ts
+++ b/src/client/util/History.ts
@@ -58,8 +58,10 @@ export namespace HistoryUtil {
 
     export function getState(): ParsedUrl {
         const state = copyState(history.state);
-        state.initializers = state.initializers || {};
-        return state;
+        if (state) {
+            state.initializers = state.initializers || {};
+        }
+        return state ?? {initializers:{}};
     }
 
     // export function addHandler(handler: (state: ParsedUrl | null) => void) {
@@ -195,7 +197,7 @@ export namespace HistoryUtil {
             await Promise.all(Object.keys(init).map(id => initDoc(id, init[id])));
         }
         if (field instanceof Doc) {
-            CurrentUserUtils.openDashboard(Doc.UserDoc(), field, true);
+            CurrentUserUtils.openDashboard(field, true);
         }
     }
 
diff --git a/src/client/util/Import & Export/DirectoryImportBox.tsx b/src/client/util/Import & Export/DirectoryImportBox.tsx
index 39e9251a5..37571ae01 100644
--- a/src/client/util/Import & Export/DirectoryImportBox.tsx
+++ b/src/client/util/Import & Export/DirectoryImportBox.tsx
@@ -161,7 +161,7 @@ export class DirectoryImportBox extends React.Component<FieldViewProps> {
             await GooglePhotos.Export.CollectionToAlbum({ collection: importContainer });
             Doc.AddDocToList(Doc.GetProto(parent.props.Document), "data", importContainer);
             !this.persistent && this.props.removeDocument && this.props.removeDocument(doc);
-            DocumentManager.Instance.jumpToDocument(importContainer, true);
+            DocumentManager.Instance.jumpToDocument(importContainer, true, undefined, []);
         }
 
         runInAction(() => {
diff --git a/src/client/util/InteractionUtils.tsx b/src/client/util/InteractionUtils.tsx
index 3e051dec8..289c5bc51 100644
--- a/src/client/util/InteractionUtils.tsx
+++ b/src/client/util/InteractionUtils.tsx
@@ -286,6 +286,8 @@ export namespace InteractionUtils {
             // pen and eraser are both pointer type 'pen', but pen is button 0 and eraser is button 5. -syip2
             case PENTYPE: return e.pointerType === PENTYPE && (e.button === -1 || e.button === 0);
             case ERASERTYPE: return e.pointerType === PENTYPE && e.button === (e instanceof PointerEvent ? ERASER_BUTTON : ERASER_BUTTON);
+            case TOUCHTYPE:
+                return e.pointerType === TOUCHTYPE;
             default: return e.pointerType === type;
         }
     }
diff --git a/src/client/util/LinkManager.ts b/src/client/util/LinkManager.ts
index df2c02a8d..d51cd350d 100644
--- a/src/client/util/LinkManager.ts
+++ b/src/client/util/LinkManager.ts
@@ -1,6 +1,6 @@
 import { action, observable, observe } from "mobx";
 import { computedFn } from "mobx-utils";
-import { DirectLinksSym, Doc, DocListCast, Field, Opt } from "../../fields/Doc";
+import { DirectLinksSym, Doc, DocListCast, DocListCastAsync, Field, Opt } from "../../fields/Doc";
 import { List } from "../../fields/List";
 import { ProxyField } from "../../fields/Proxy";
 import { BoolCast, Cast, StrCast } from "../../fields/Types";
@@ -29,76 +29,79 @@ export class LinkManager {
     public static currentLink: Opt<Doc>;
     public static get Instance() { return LinkManager._instance; }
     public static addLinkDB = (linkDb: any) => LinkManager.userLinkDBs.push(linkDb);
+    public static AutoKeywords = "keywords:Usages";
     static links: Doc[] = [];
     constructor() {
         LinkManager._instance = this;
         this.createLinkrelationshipLists();
-        setTimeout(() => {
-            LinkManager.userLinkDBs = [];
-            const addLinkToDoc = (link: Doc) => {
-                const a1Prom = link?.anchor1;
-                const a2Prom = link?.anchor2;
-                Promise.all([a1Prom, a2Prom]).then((all) => {
-                    const a1 = all[0];
-                    const a2 = all[1];
-                    const a1ProtoProm = (link?.anchor1 as Doc)?.proto;
-                    const a2ProtoProm = (link?.anchor2 as Doc)?.proto;
-                    Promise.all([a1ProtoProm, a2ProtoProm]).then(action((all) => {
-                        if (a1 instanceof Doc && a2 instanceof Doc && ((a1.author !== undefined && a2.author !== undefined) || link.author === Doc.CurrentUserEmail)) {
-                            Doc.GetProto(a1)[DirectLinksSym].add(link);
-                            Doc.GetProto(a2)[DirectLinksSym].add(link);
-                            Doc.GetProto(link)[DirectLinksSym].add(link);
-                        }
-                    }));
-                });
-            };
-            const remLinkFromDoc = (link: Doc) => {
-                const a1 = link?.anchor1;
-                const a2 = link?.anchor2;
-                Promise.all([a1, a2]).then(action(() => {
+        LinkManager.userLinkDBs = [];
+        const addLinkToDoc = (link: Doc) => {
+            const a1Prom = link?.anchor1;
+            const a2Prom = link?.anchor2;
+            Promise.all([a1Prom, a2Prom]).then((all) => {
+                const a1 = all[0];
+                const a2 = all[1];
+                const a1ProtoProm = (link?.anchor1 as Doc)?.proto;
+                const a2ProtoProm = (link?.anchor2 as Doc)?.proto;
+                Promise.all([a1ProtoProm, a2ProtoProm]).then(action((all) => {
                     if (a1 instanceof Doc && a2 instanceof Doc && ((a1.author !== undefined && a2.author !== undefined) || link.author === Doc.CurrentUserEmail)) {
-                        Doc.GetProto(a1)[DirectLinksSym].delete(link);
-                        Doc.GetProto(a2)[DirectLinksSym].delete(link);
-                        Doc.GetProto(link)[DirectLinksSym].delete(link);
+                        Doc.GetProto(a1)[DirectLinksSym].add(link);
+                        Doc.GetProto(a2)[DirectLinksSym].add(link);
+                        Doc.GetProto(link)[DirectLinksSym].add(link);
                     }
                 }));
-            };
-            const watchUserLinkDB = (userLinkDBDoc: Doc) => {
-                LinkManager.links.push(...DocListCast(userLinkDBDoc.data));
-                const toRealField = (field: Field) => field instanceof ProxyField ? field.value() : field;  // see List.ts.  data structure is not a simple list of Docs, but a list of ProxyField/Fields
-                observe(userLinkDBDoc.data as Doc, change => {  // observe pushes/splices on a user link DB 'data' field (should only happen for local changes)
-                    switch (change.type as any) {
-                        case "splice":
-                            (change as any).added.forEach((link: any) => addLinkToDoc(toRealField(link)));
-                            (change as any).removed.forEach((link: any) => remLinkFromDoc(toRealField(link)));
-                            break;
-                        case "update": //let oldValue = change.oldValue;
-                    }
-                }, true);
-                observe(userLinkDBDoc, "data",  // obsever when a new array of links is assigned as the link DB 'data' field (should happen whenever a remote user adds/removes a link)
-                    change => {
-                        switch (change.type as any) {
-                            case "update":
-                                Promise.all([...(change.oldValue as any as Doc[] || []), ...(change.newValue as any as Doc[] || [])]).then(doclist => {
-                                    const oldDocs = doclist.slice(0, (change.oldValue as any as Doc[] || []).length);
-                                    const newDocs = doclist.slice((change.oldValue as any as Doc[] || []).length, doclist.length);
-
-                                    const added = newDocs?.filter(link => !(oldDocs || []).includes(link));
-                                    const removed = oldDocs?.filter(link => !(newDocs || []).includes(link));
-                                    added?.forEach((link: any) => addLinkToDoc(toRealField(link)));
-                                    removed?.forEach((link: any) => remLinkFromDoc(toRealField(link)));
-                                });
-                        }
-                    }, true);
-            };
-            observe(LinkManager.userLinkDBs, change => {
+            });
+        };
+        const remLinkFromDoc = (link: Doc) => {
+            const a1 = link?.anchor1;
+            const a2 = link?.anchor2;
+            Promise.all([a1, a2]).then(action(() => {
+                if (a1 instanceof Doc && a2 instanceof Doc && ((a1.author !== undefined && a2.author !== undefined) || link.author === Doc.CurrentUserEmail)) {
+                    Doc.GetProto(a1)[DirectLinksSym].delete(link);
+                    Doc.GetProto(a2)[DirectLinksSym].delete(link);
+                    Doc.GetProto(link)[DirectLinksSym].delete(link);
+                }
+            }));
+        };
+        const watchUserLinkDB = (userLinkDBDoc: Doc) => {
+            LinkManager.links.push(...DocListCast(userLinkDBDoc.data));
+            const toRealField = (field: Field) => field instanceof ProxyField ? field.value() : field;  // see List.ts.  data structure is not a simple list of Docs, but a list of ProxyField/Fields
+            observe(userLinkDBDoc.data as Doc, change => {  // observe pushes/splices on a user link DB 'data' field (should only happen for local changes)
                 switch (change.type as any) {
-                    case "splice": (change as any).added.forEach(watchUserLinkDB); break;
+                    case "splice":
+                        (change as any).added.forEach((link: any) => addLinkToDoc(toRealField(link)));
+                        (change as any).removed.forEach((link: any) => remLinkFromDoc(toRealField(link)));
+                        break;
                     case "update": //let oldValue = change.oldValue;
                 }
             }, true);
-            LinkManager.addLinkDB(Doc.LinkDBDoc());
-        });
+            observe(userLinkDBDoc, "data",  // obsever when a new array of links is assigned as the link DB 'data' field (should happen whenever a remote user adds/removes a link)
+                change => {
+                    switch (change.type as any) {
+                        case "update":
+                            Promise.all([...(change.oldValue as any as Doc[] || []), ...(change.newValue as any as Doc[] || [])]).then(doclist => {
+                                const oldDocs = doclist.slice(0, (change.oldValue as any as Doc[] || []).length);
+                                const newDocs = doclist.slice((change.oldValue as any as Doc[] || []).length, doclist.length);
+
+                                const added = newDocs?.filter(link => !(oldDocs || []).includes(link));
+                                const removed = oldDocs?.filter(link => !(newDocs || []).includes(link));
+                                added?.forEach((link: any) => addLinkToDoc(toRealField(link)));
+                                removed?.forEach((link: any) => remLinkFromDoc(toRealField(link)));
+                            });
+                    }
+                }, true);
+        };
+        observe(LinkManager.userLinkDBs, change => {
+            switch (change.type as any) {
+                case "splice": (change as any).added.forEach(watchUserLinkDB); break;
+                case "update": //let oldValue = change.oldValue;
+            }
+        }, true);
+        LinkManager.addLinkDB(Doc.LinkDBDoc());
+        DocListCastAsync(Doc.LinkDBDoc()?.data).then(dblist => dblist?.forEach(async link => { // make sure anchors are loaded to avoid incremental updates to computedFn's in LinkManager
+            const a1 = await Cast(link?.anchor1, Doc, null);
+            const a2 = await Cast(link?.anchor2, Doc, null);
+        }));
     }
 
 
@@ -149,9 +152,11 @@ export class LinkManager {
     public getRelatedGroupedLinks(anchor: Doc): Map<string, Array<Doc>> {
         const anchorGroups = new Map<string, Array<Doc>>();
         this.relatedLinker(anchor).forEach(link => {
-            if (!link.linkRelationship || link?.linkRelationship !== "-ungrouped-") {
-                const group = anchorGroups.get(StrCast(link.linkRelationship));
-                anchorGroups.set(StrCast(link.linkRelationship), group ? [...group, link] : [link]);
+            if (link.linkRelationship && link.linkRelationship !== "-ungrouped-") {
+                const relation = StrCast(link.linkRelationship);
+                const anchorRelation = relation.indexOf(":") !== -1 ? relation.split(":")[Doc.AreProtosEqual(Cast(link.anchor1, Doc, null), anchor) ? 0 : 1] : relation;
+                const group = anchorGroups.get(anchorRelation);
+                anchorGroups.set(anchorRelation, group ? [...group, link] : [link]);
             } else {
                 // if link is in no groups then put it in default group
                 const group = anchorGroups.get("*");
@@ -221,7 +226,9 @@ export class LinkManager {
         const backLinkWithoutTargetView = secondDocs.find(d => DocumentManager.Instance.getDocumentViews(d.anchor1 as Doc).length === 0);
         const linkWithoutTargetDoc = traverseBacklink === undefined ? fwdLinkWithoutTargetView || backLinkWithoutTargetView : traverseBacklink ? backLinkWithoutTargetView : fwdLinkWithoutTargetView;
         const linkDocList = linkWithoutTargetDoc ? [linkWithoutTargetDoc] : (traverseBacklink === undefined ? firstDocs.concat(secondDocs) : traverseBacklink ? secondDocs : firstDocs);
-        const followLinks = linkDocList.length ? (sourceDoc.isPushpin ? linkDocList : [linkDocList[0]]) : [];
+        const followLinks = sourceDoc.isPushpin ? linkDocList : linkDocList.slice(0, 1);
+        var count = 0;
+        const allFinished = () => ++count === followLinks.length && finished?.();
         followLinks.forEach(async linkDoc => {
             if (linkDoc) {
                 const target = (sourceDoc === linkDoc.anchor1 ? linkDoc.anchor2 : sourceDoc === linkDoc.anchor2 ? linkDoc.anchor1 :
@@ -232,20 +239,22 @@ export class LinkManager {
                         const tour = DocListCast(target[fieldKey]).reverse();
                         LightboxView.SetLightboxDoc(currentContext, undefined, tour);
                         setTimeout(LightboxView.Next);
-                        finished?.();
+                        allFinished();
                     } else {
                         const containerAnnoDoc = Cast(target.annotationOn, Doc, null);
                         const containerDoc = containerAnnoDoc || target;
-                        const containerDocContext = Cast(containerDoc?.context, Doc, null);
-                        const targetContext = LightboxView.LightboxDoc ? containerAnnoDoc || containerDocContext : containerDocContext;
-                        const targetNavContext = !Doc.AreProtosEqual(targetContext, currentContext) ? targetContext : undefined;
-                        DocumentManager.Instance.jumpToDocument(target, zoom, (doc, finished) => createViewFunc(doc, StrCast(linkDoc.followLinkLocation, "lightbox"), finished), targetNavContext, linkDoc, undefined, sourceDoc, finished);
+                        var containerDocContext = containerDoc?.context ? [Cast(containerDoc?.context, Doc, null)] : [] as Doc[];
+                        while (containerDocContext.length && !DocumentManager.Instance.getDocumentView(containerDocContext[0]) && containerDocContext[0].context) {
+                            containerDocContext = [Cast(containerDocContext[0].context, Doc, null), ...containerDocContext];
+                        }
+                        const targetContexts = LightboxView.LightboxDoc ? [containerAnnoDoc || containerDocContext[0]].filter(a => a) : containerDocContext;
+                        DocumentManager.Instance.jumpToDocument(target, zoom, (doc, finished) => createViewFunc(doc, StrCast(linkDoc.followLinkLocation, "lightbox"), finished), targetContexts, linkDoc, undefined, sourceDoc, allFinished);
                     }
                 } else {
-                    finished?.();
+                    allFinished();
                 }
             } else {
-                finished?.();
+                allFinished();
             }
         });
     }
diff --git a/src/client/util/RecordingApi.ts b/src/client/util/RecordingApi.ts
new file mode 100644
index 000000000..021feee9a
--- /dev/null
+++ b/src/client/util/RecordingApi.ts
@@ -0,0 +1,269 @@
+import { CollectionFreeFormView } from "../views/collections/collectionFreeForm";
+import { IReactionDisposer, observable, reaction } from "mobx";
+import { NumCast } from "../../fields/Types";
+import { Doc } from "../../fields/Doc";
+import { VideoBox } from "../views/nodes/VideoBox";
+import { scaleDiverging } from "d3-scale";
+import { Transform } from "./Transform";
+
+type Movement = {
+    time: number,
+    panX: number,
+    panY: number,
+    scale: number,
+}
+
+type Presentation = {
+    movements: Array<Movement> | null
+    meta: Object,
+}
+
+export class RecordingApi {
+
+    private static NULL_PRESENTATION: Presentation = {
+        movements: null,
+        meta: {},
+    }
+
+    // instance variables
+    private currentPresentation: Presentation;
+    private isRecording: boolean;
+    private absoluteStart: number;
+
+
+    // create static instance and getter for global use
+    @observable static _instance: RecordingApi;
+    public static get Instance(): RecordingApi { return RecordingApi._instance }
+    public constructor() {
+        // init the global instance
+        RecordingApi._instance = this;
+
+        // init the instance variables
+        this.currentPresentation = RecordingApi.NULL_PRESENTATION
+        this.isRecording = false;
+        this.absoluteStart = -1;
+
+        // used for tracking movements in the view frame
+        this.disposeFunc = null;
+        this.recordingFFView = null;
+
+        // for now, set playFFView
+        this.playFFView = null;
+        this.timers = null;
+    }
+
+    // little helper :)
+    private get isInitPresenation(): boolean {
+        return this.currentPresentation.movements === null
+    }
+
+    public start = (meta?: Object): Error | undefined => {
+        // check if already init a presentation
+        if (!this.isInitPresenation) {
+            console.error('[recordingApi.ts] start() failed: current presentation data exists. please call clear() first.')
+            return new Error('[recordingApi.ts] start()')
+        }
+
+        // update the presentation mode
+        Doc.UserDoc().presentationMode = 'recording'
+
+        // (1a) get start date for presenation
+        const startDate = new Date()
+        // (1b) set start timestamp to absolute timestamp
+        this.absoluteStart = startDate.getTime()
+
+        // (2) assign meta content if it exists
+        this.currentPresentation.meta = meta || {}
+        // (3) assign start date to currentPresenation
+        this.currentPresentation.movements = []
+        // (4) set isRecording true to allow trackMovements
+        this.isRecording = true
+    }
+
+    public clear = (): Error | Presentation => {
+        // TODO: maybe archive the data?
+        if (this.isRecording) {
+            console.error('[recordingApi.ts] clear() failed: currently recording presentation. call pause() first')
+            return new Error('[recordingApi.ts] clear()')
+        }
+
+        // update the presentation mode
+        Doc.UserDoc().presentationMode = 'none'
+        // set the previus recording view to the play view
+        this.playFFView = this.recordingFFView
+
+        const presCopy = { ...this.currentPresentation }
+
+        // clear presenation data
+        this.currentPresentation = RecordingApi.NULL_PRESENTATION
+        // clear isRecording
+        this.isRecording = false
+        // clear absoluteStart
+        this.absoluteStart = -1
+        // clear the disposeFunc
+        this.removeRecordingFFView()
+
+        return presCopy;
+    }
+
+    public pause = (): Error | undefined => {
+        if (this.isInitPresenation) {
+            console.error('[recordingApi.ts] pause() failed: no presentation started. try calling init() first')
+            return new Error('[recordingApi.ts] pause(): no presentation')
+        }
+        // don't allow track movments
+        this.isRecording = false
+
+        // set adjust absoluteStart to add the time difference
+        const timestamp = new Date().getTime()
+        this.absoluteStart = timestamp - this.absoluteStart
+    }
+
+    public resume = () => {
+        this.isRecording = true
+        // set absoluteStart to the difference in time
+        this.absoluteStart = new Date().getTime() - this.absoluteStart
+    }
+
+    private trackMovements = (panX: number, panY: number, scale: number = 0): Error | undefined => {
+        // ensure we are recording
+        if (!this.isRecording) {
+            return new Error('[recordingApi.ts] trackMovements()')
+        }
+        // check to see if the presetation is init
+        if (this.isInitPresenation) {
+            return new Error('[recordingApi.ts] trackMovements(): no presentation')
+        }
+
+        // get the time
+        const time = new Date().getTime() - this.absoluteStart
+        // make new movement object
+        const movement: Movement = { time, panX, panY, scale }
+        
+        // add that movement to the current presentation data's movement array
+        this.currentPresentation.movements && this.currentPresentation.movements.push(movement)
+    }
+
+    // instance variable for the FFView
+    private disposeFunc: IReactionDisposer | null;
+    private recordingFFView: CollectionFreeFormView | null;
+    
+    // set the FFView that will be used in a reaction to track the movements
+    public setRecordingFFView = (view: CollectionFreeFormView): void => {
+        // set the view to the current view
+        if (view === this.recordingFFView || view == null) return;
+        
+        // this.recordingFFView = view;
+        // set the reaction to track the movements
+        this.disposeFunc = reaction(
+            () => ({ x: NumCast(view.Document.panX, -1), y: NumCast(view.Document.panY, -1), scale: NumCast(view.Document.viewScale, -1) }),
+            (res) => (res.x !== -1 && res.y !== -1 && this.isRecording) && this.trackMovements(res.x, res.y, res.scale)
+        )
+
+        // for now, set the most recent recordingFFView to the playFFView
+        this.recordingFFView = view;
+    }
+
+    // call on dispose function to stop tracking movements
+    public removeRecordingFFView = (): void => {
+        this.disposeFunc?.();
+        this.disposeFunc = null;
+    }
+
+    // TODO: extract this into different class with pause and resume recording
+    // TODO: store the FFview with the movements
+    private playFFView: CollectionFreeFormView | null;
+    private timers: NodeJS.Timeout[] | null;
+
+    public setPlayFFView = (view: CollectionFreeFormView): void => {
+        this.playFFView = view
+    }
+
+    // pausing movements will dispose all timers that are planned to replay the movements
+    // play movemvents will recreate them when the user resumes the presentation
+    public pauseMovements = (): undefined | Error => {
+        if (this.playFFView === null) {
+            return new Error('[recordingApi.ts] pauseMovements() failed: no view')
+        }
+
+        if (!this._isPlaying) {
+            //return new Error('[recordingApi.ts] pauseMovements() failed: not playing')
+            return
+        }
+        this._isPlaying = false
+        // TODO: set userdoc presentMode to browsing
+        this.timers?.map(timer => clearTimeout(timer))
+
+        // this.videoBox = null;
+    }
+    
+    private videoBox: VideoBox | null = null;
+
+    // by calling pause on the VideoBox, the pauseMovements will be called
+    public pauseVideoAndMovements = (): boolean => {
+        this.videoBox?.Pause()
+
+        this.pauseMovements()
+        return this.videoBox == null
+    }
+
+    public _isPlaying = false;
+
+    public playMovements = (presentation: Presentation, timeViewed: number = 0, videoBox?: VideoBox): undefined | Error => {
+        if (presentation.movements === null || this.playFFView === null) {
+            return new Error('[recordingApi.ts] followMovements() failed: no presentation data or no view')
+        }
+        if(this._isPlaying) return;
+
+        this._isPlaying = true;
+        Doc.UserDoc().presentationMode = 'watching';
+
+        // TODO: consider this bug at the end of the clip on seek
+        this.videoBox = videoBox || null;
+
+        // only get the movements that are remaining in the video time left
+        const filteredMovements = presentation.movements.filter(movement => movement.time > timeViewed * 1000)
+
+        // helper to replay a movement
+        const document = this.playFFView
+        let preScale = -1;
+        const zoomAndPan = (movement: Movement) => {
+            const { panX, panY, scale } = movement;
+            (scale !== -1 && preScale !== scale) && document.zoomSmoothlyAboutPt([panX, panY], scale, 0);
+            document.Document._panX = panX;
+            document.Document._panY = panY;
+
+            preScale = scale;
+        }
+
+        // set the first frame to be at the start of the pres
+        zoomAndPan(filteredMovements[0]);
+
+        // make timers that will execute each movement at the correct replay time
+        this.timers = filteredMovements.map(movement => {
+            const timeDiff = movement.time - timeViewed*1000
+            return setTimeout(() => {
+                // replay the movement
+                zoomAndPan(movement)
+                // if last movement, presentation is done -> set the instance var
+                if (movement === filteredMovements[filteredMovements.length - 1]) RecordingApi.Instance._isPlaying = false;
+            }, timeDiff)
+        })
+    }
+
+    // Unfinished code for tracing multiple free form views
+    // export let pres: Map<CollectionFreeFormView, IReactionDisposer> = new Map()
+
+    // export function AddRecordingFFView(ffView: CollectionFreeFormView): void {
+    //     pres.set(ffView,
+    //          reaction(() => ({ x: ffView.panX, y: ffView.panY }),
+    //     (pt) => RecordingApi.trackMovements(ffView, pt.x, pt.y)))
+    //     )
+    // }
+
+    // export function RemoveRecordingFFView(ffView: CollectionFreeFormView): void {
+    //     const disposer = pres.get(ffView);
+    //     disposer?.();
+    //     pres.delete(ffView)
+    // }
+}
diff --git a/src/client/util/Scripting.ts b/src/client/util/Scripting.ts
index 3b0a47b54..3791bec73 100644
--- a/src/client/util/Scripting.ts
+++ b/src/client/util/Scripting.ts
@@ -223,7 +223,7 @@ export function CompileScript(script: string, options: ScriptOptions = {}): Comp
         paramList.push(`${key}: ${typeof val === "object" ? Object.getPrototypeOf(val).constructor.name : typeof val}`);
     }
     const paramString = paramList.join(", ");
-    const body = addReturn ? `return ${script};` : `return ${script};`;
+    const body = addReturn && !script.startsWith("{ return") ? `return ${script};` : script;
     const reqTypes = requiredType ? `: ${requiredType}` : '';
     const funcScript = `(function(${paramString})${reqTypes} { ${body} })`;
     host.writeFile("file.ts", funcScript);
diff --git a/src/client/util/SettingsManager.tsx b/src/client/util/SettingsManager.tsx
index 6a26dfdc7..080237649 100644
--- a/src/client/util/SettingsManager.tsx
+++ b/src/client/util/SettingsManager.tsx
@@ -10,7 +10,9 @@ import { GoogleAuthenticationManager } from "../apis/GoogleAuthenticationManager
 import { DocServer } from "../DocServer";
 import { Networking } from "../Network";
 import { MainViewModal } from "../views/MainViewModal";
+import { FontIconBox } from "../views/nodes/button/FontIconBox";
 import { CurrentUserUtils } from "./CurrentUserUtils";
+import { DragManager } from "./DragManager";
 import { GroupManager } from "./GroupManager";
 import "./SettingsManager.scss";
 import { undoBatch } from "./UndoManager";
@@ -38,7 +40,7 @@ export class SettingsManager extends React.Component<{}> {
     @observable activeTab = "Accounts";
 
     @computed get backgroundColor() { return Doc.UserDoc().activeCollectionBackground; }
-    @computed get colorScheme() { return CurrentUserUtils.ActiveDashboard.colorScheme; }
+    @computed get colorScheme() { return CurrentUserUtils.ActiveDashboard?.colorScheme; }
 
     constructor(props: {}) {
         super(props);
@@ -59,18 +61,17 @@ export class SettingsManager extends React.Component<{}> {
         }
     }
 
-    @undoBatch selectUserMode = action((e: React.ChangeEvent) => Doc.UserDoc().noviceMode = (e.currentTarget as any)?.value === "Novice");
+    @undoBatch selectUserMode = action((e: React.ChangeEvent) => Doc.noviceMode = (e.currentTarget as any)?.value === "Novice");
     @undoBatch changeShowTitle = action((e: React.ChangeEvent) => Doc.UserDoc().showTitle = (e.currentTarget as any).value ? "title" : undefined);
     @undoBatch changeFontFamily = action((e: React.ChangeEvent) => Doc.UserDoc().fontFamily = (e.currentTarget as any).value);
     @undoBatch changeFontSize = action((e: React.ChangeEvent) => Doc.UserDoc().fontSize = (e.currentTarget as any).value);
     @undoBatch switchActiveBackgroundColor = action((color: ColorState) => Doc.UserDoc().activeCollectionBackground = String(color.hex));
     @undoBatch switchUserColor = action((color: ColorState) => { Doc.SharingDoc().userColor = undefined; Doc.GetProto(Doc.SharingDoc()).userColor = String(color.hex); });
-    @undoBatch
-    playgroundModeToggle = action(() => {
+    @undoBatch playgroundModeToggle = action(() => {
         this.playgroundMode = !this.playgroundMode;
         if (this.playgroundMode) {
             DocServer.Control.makeReadOnly();
-            addStyleSheetRule(SettingsManager._settingsStyle, "lm_header", { background: "pink !important" });
+            addStyleSheetRule(SettingsManager._settingsStyle, "topbar-inner-container", { background: "red !important" });
         }
         else DocServer.Control.makeEditable();
     });
@@ -78,19 +79,21 @@ export class SettingsManager extends React.Component<{}> {
     @undoBatch
     @action
     changeColorScheme = action((e: React.ChangeEvent) => {
+        const activeDashboard= CurrentUserUtils.ActiveDashboard;
+        if (!activeDashboard) return;
         const scheme: ColorScheme = (e.currentTarget as any).value;
         switch (scheme) {
             case ColorScheme.Light:
-                CurrentUserUtils.ActiveDashboard.colorScheme = undefined; // undefined means ColorScheme.Light until all CSS is updated with values for each color scheme (e.g., see MainView.scss, DocumentDecorations.scss)
+                activeDashboard.colorScheme = undefined; // undefined means ColorScheme.Light until all CSS is updated with values for each color scheme (e.g., see MainView.scss, DocumentDecorations.scss)
                 addStyleSheetRule(SettingsManager._settingsStyle, "lm_header", { background: "#d3d3d3 !important" });
                 break;
             case ColorScheme.Dark:
-                CurrentUserUtils.ActiveDashboard.colorScheme = ColorScheme.Dark;
+                activeDashboard.colorScheme = ColorScheme.Dark;
                 addStyleSheetRule(SettingsManager._settingsStyle, "lm_header", { background: "black !important" });
                 break;
             case ColorScheme.System: default:
                 window.matchMedia('(prefers-color-scheme: dark)').addEventListener('change', e => {
-                    CurrentUserUtils.ActiveDashboard.colorScheme = e.matches ? ColorScheme.Dark : undefined; // undefined means ColorScheme.Light until all CSS is updated with values for each color scheme (e.g., see MainView.scss, DocumentDecorations.scss)
+                    activeDashboard.colorScheme = e.matches ? ColorScheme.Dark : undefined; // undefined means ColorScheme.Light until all CSS is updated with values for each color scheme (e.g., see MainView.scss, DocumentDecorations.scss)
                 });
                 break;
         }
@@ -153,19 +156,14 @@ export class SettingsManager extends React.Component<{}> {
                 <div className="preferences-check">Show full toolbar</div>
             </div>
             <div>
-                <input type="checkbox" onChange={e => Doc.UserDoc()._raiseWhenDragged = !Doc.UserDoc()._raiseWhenDragged}
-                    checked={BoolCast(Doc.UserDoc()._raiseWhenDragged)} />
+                <input type="checkbox" onChange={e => DragManager.SetRaiseWhenDragged(!DragManager.GetRaiseWhenDragged())}
+                    checked={DragManager.GetRaiseWhenDragged()} />
                 <div className="preferences-check">Raise on drag</div>
             </div>
             <div>
-                <input type="checkbox" onChange={e => Doc.UserDoc()._showLabel = !Doc.UserDoc()._showLabel}
-                    checked={BoolCast(Doc.UserDoc()._showLabel)} />
-                <div className="preferences-check">Show tool button labels</div>
-            </div>
-            <div>
-                <input type="checkbox" onChange={e => Doc.UserDoc()._showMenuLabel = !Doc.UserDoc()._showMenuLabel}
-                    checked={BoolCast(Doc.UserDoc()._showMenuLabel)} />
-                <div className="preferences-check">Show menu button labels</div>
+                <input type="checkbox" onChange={e => FontIconBox.SetShowLabels(!FontIconBox.GetShowLabels())}
+                    checked={FontIconBox.GetShowLabels()} />
+                <div className="preferences-check">Show button labels</div>
             </div>
         </div>;
     }
@@ -254,7 +252,7 @@ export class SettingsManager extends React.Component<{}> {
             <div className="tab-column">
                 <div className="tab-column-title">Modes</div>
                 <div className="tab-column-content">
-                    <select className="modes-select" onChange={this.selectUserMode} defaultValue={Doc.UserDoc().noviceMode ? "Novice" : "Developer"}>
+                    <select className="modes-select" onChange={this.selectUserMode} defaultValue={Doc.noviceMode ? "Novice" : "Developer"}>
                         <option key={"Novice"} value={"Novice"}> Novice </option>
                         <option key={"Developer"} value={"Developer"}> Developer</option>
                     </select>
@@ -269,8 +267,8 @@ export class SettingsManager extends React.Component<{}> {
                 <div className="tab-column-content">
                     <button onClick={() => GroupManager.Instance?.open()}>Manage groups</button>
                     <div className="default-acl">
-                        <input className="acl-check" type="checkbox" checked={BoolCast(Doc.UserDoc()?.defaultAclPrivate)}
-                            onChange={action(() => Doc.UserDoc().defaultAclPrivate = !Doc.UserDoc().defaultAclPrivate)} />
+                        <input className="acl-check" type="checkbox" checked={BoolCast(Doc.defaultAclPrivate)}
+                            onChange={action(() => Doc.defaultAclPrivate = !Doc.defaultAclPrivate)} />
                         <div className="acl-text">Default access private</div>
                     </div>
                 </div>
diff --git a/src/client/util/SharingManager.tsx b/src/client/util/SharingManager.tsx
index 6d7f7e8df..d77633b8d 100644
--- a/src/client/util/SharingManager.tsx
+++ b/src/client/util/SharingManager.tsx
@@ -369,12 +369,12 @@ export class SharingManager extends React.Component<{}> {
         const dropdownValues: string[] = Object.values(SharingPermissions);
         if (!uniform) dropdownValues.unshift("-multiple-");
         if (override) dropdownValues.unshift("None");
-        return dropdownValues.filter(permission => !Doc.UserDoc().noviceMode || ![SharingPermissions.View, SharingPermissions.SelfEdit].includes(permission as any)).map(permission =>
-            (
-                <option key={permission} value={permission}>
-                    {permission}
-                </option>
-            )
+        return dropdownValues.filter(permission => !Doc.noviceMode || ![SharingPermissions.View, SharingPermissions.SelfEdit].includes(permission as any)).map(permission =>
+        (
+            <option key={permission} value={permission}>
+                {permission}
+            </option>
+        )
         );
     }
 
@@ -388,7 +388,7 @@ export class SharingManager extends React.Component<{}> {
                 onClick={() => {
                     let context: Opt<CollectionView>;
                     if (this.targetDoc && this.targetDocView && docs.length === 1 && (context = this.targetDocView.props.ContainingCollectionView)) {
-                        DocumentManager.Instance.jumpToDocument(this.targetDoc, true, undefined, context.props.Document);
+                        DocumentManager.Instance.jumpToDocument(this.targetDoc, true, undefined, [context.props.Document]);
                     }
                 }}
                 onPointerEnter={action(() => {
@@ -548,10 +548,10 @@ export class SharingManager extends React.Component<{}> {
                                 {this.sharingOptions(uniform)}
                             </select>
                         ) : (
-                                <div className={"permissions-dropdown"}>
-                                    {permissions}
-                                </div>
-                            )}
+                            <div className={"permissions-dropdown"}>
+                                {permissions}
+                            </div>
+                        )}
                     </div>
                 </div>
             );
@@ -572,7 +572,7 @@ export class SharingManager extends React.Component<{}> {
                         <div className="edit-actions">
                             <div className={"permissions-dropdown"}>
                                 Owner
-                        </div>
+                            </div>
                         </div>
                     </div>
                 ) : null,
@@ -622,10 +622,10 @@ export class SharingManager extends React.Component<{}> {
                                 {this.sharingOptions(uniform, group.title === "Override")}
                             </select>
                         ) : (
-                                <div className={"permissions-dropdown"}>
-                                    {permissions}
-                                </div>
-                            )}
+                            <div className={"permissions-dropdown"}>
+                                {permissions}
+                            </div>
+                        )}
                     </div>
                 </div>
             );
@@ -658,6 +658,7 @@ export class SharingManager extends React.Component<{}> {
                                 isSearchable
                                 closeMenuOnSelect={false}
                                 options={options}
+                                onKeyDown={e => e.stopPropagation()}
                                 onChange={this.handleUsersChange}
                                 value={this.selectedUsers}
                                 styles={{
@@ -679,7 +680,7 @@ export class SharingManager extends React.Component<{}> {
                         </div>
 
                         <div className="acl-container">
-                            {Doc.UserDoc().noviceMode ? (null) :
+                            {Doc.noviceMode ? (null) :
                                 <div className="layoutDoc-acls">
                                     <input type="checkbox" onChange={action(() => this.layoutDocAcls = !this.layoutDocAcls)} checked={this.layoutDocAcls} /> <label>Layout</label>
                                 </div>}
diff --git a/src/client/util/SnappingManager.ts b/src/client/util/SnappingManager.ts
index 069f81d38..057843c68 100644
--- a/src/client/util/SnappingManager.ts
+++ b/src/client/util/SnappingManager.ts
@@ -1,5 +1,6 @@
 import { observable, action, runInAction } from "mobx";
 import { computedFn } from "mobx-utils";
+import { Doc } from "../../fields/Doc";
 
 export namespace SnappingManager {
 
@@ -30,6 +31,9 @@ export namespace SnappingManager {
     export function SetIsDragging(dragging: boolean) { runInAction(() => manager.IsDragging = dragging); }
     export function GetIsDragging() { return manager.IsDragging; }
 
+    export function SetShowSnapLines(show: boolean) { runInAction(() => Doc.UserDoc().showSnapLines = show); }
+    export function GetShowSnapLines() { return Doc.UserDoc().showSnapLines; }
+
     /// bcz; argh!! TODO;   These do not belong here, but there were include order problems with leaving them in util.ts
     // need to investigate further what caused the mobx update problems and move to a better location.
     const getCachedGroupByNameCache = computedFn(function (name: string) { return manager.cachedGroups.includes(name); }, true);