The main way to navigate ChartCaddy is the main menu, which is always on the left side of the screen after you log in. The main menu is simply a tree consisting of documents or reports that generate a list of documents. If you select a document from a report then that document is listed "under" the report on the main menu that you searched from. Up to four documents can be listed under an item, and each subsequent document selected of the same type replaces the document that was viewed least recently.

For example, the top level "Charts" menu item is a report where you can search for client charts. When you run a search and select a chart, the name of the client shows up under the "Charts" menu item as another menu item. That menu item is a list of documents related to the client, and if you select one of those documents it is listed under the chart you are viewing on the main menu. Therefore the "Charts" menu item can have two levels of documents underneath it. The fifth chart that you open will replace the chart you viewed the longest time ago on the main menu.