Administrator/Document Dashboards

A user guide for working with the document dashboards. We cover how to create, update and manage documents dashboards.

This section deals with managing documents within the system and organizing their publication for end-users.

By clicking on the Administrator/Document Dashboards, you gain access to the document manager. Document dashboards enable you to organize the display of documents for end-users by selecting from your document library (as represented by the document manager) and building structure components or search components to showcase the documents.

List of Document Dashboards #

The list of dashboards provides basic information about each dashboard, including title, creation date, the department to which the dashboard is registered, visibility, and position in the list of dashboards that the user will see. From this interface, you can also delete dashboards.

Create a New Document Dashboard #

To create a new Document Dashboard, you need to fill in the following fields:

After filling in and selecting options, click on the Save button to create an empty Document dashboard, which allows you to build components for it.

When building new dashboards or editing existing ones, there are three tabs that we care about:

Preview #

The Preview tab is used to configure the appearance and content of the document dashboard in question. The options available are:

Preview > Configure #

The configure button opens the Configure sidebar, which provides access to adding configurations from either the General components list or the user’s My components list.

To add components to the General components list, you must have permission to operate on the general components. Otherwise, you can only select existing components from the General components list.

Each component can be added by sliding the toggle on the right side to the end, which will add the component to the current dashboard.

If the list of components is lengthy, you can filter them by clicking on the search icon and narrowing the list by searching for the component’s name.

Clicking on Add Component lets you add a new Structure or List Search component. Refer to the Add Component section for more information on creating new components.

Preview > Add Component #

When clicking the Add Component button, you can choose between the Static Structure and List options.

Preview > Add Structure Component #

The structure components let you build completely custom directory and file components, organizing the structure as needed. The field options are:

Clicking on the Add document icon opens a sidebar, enabling you to browse the document manager files and add documents.

You can browse the document folders, filter, and search for files, then select multiple files to add at once. When you are ready, click the Select N documents button to add them to your Structure component.

Clicking on the Add folder icon opens a sidebar that allows you to create a new document folder and add it to your Structure component.

Enter the name of the folder (supports multiple languages) and click the Save changes button to add the folder to your structure.

Above is an image of a Structured component containing a Folder and a couple of Documents. You can rearrange the order of the items by dragging them. To move a document under a Folder, drag it from left to right under a folder, and it will be attached underneath that Folder. Documents and Folders can also be removed from the structured component.

Preview > Add List Component #

A list component is a component that runs a Search for documents and displays any matching documents. The options for the component are:

For sorting the list, there are the following options:

The sort order can be in Descending or Ascending order.

For filtering the list, there are the following options:

Preview result #

Above is an example of a Dashboard with a List and Structure component. As we can see, we can Minimize/Maximize the component, as well as resize and move the component on the dashboard. Existing components can also be re-configured and removed from the Dashboard.