Homepage Widget

With the Homepage widget you can view and access Document Management documents faster and in-context of a user defined webpage.
  1. Add the Document Management Documents widget from the Widget Catalog to your homepage.
    The Document Management widget is displayed.
    You can use this widget to specify these settings:
    • Show as carousel, to decide whether the documents are displayed as a list or as animated slides.
    • Show document details, to see document details when you hover on an element in the carousel.
    • Show load more button, to decide whether the carousel should load more automatically.
    • How often to animate the slides, by seconds. The default is five seconds.
  2. Use the option to create a document view.
  3. Specify this information:
    • Name (required)
    • Description
    • Select Document Type (required)
    • Advanced

      You can copy and paste a more advanced search query from the Document Management search page while building a complex search through the available facets.

      An example query that is built in the advanced section of search is:

      Ex. /Customer_Invoice[@Status = "Approved"]

    You can create multiple document views per widget. You can set the views as active or inactive. To navigate between the views, use the arrow buttons.
  4. Save the entry to display the updated view to the specific homepage(s).

    After saving for the first time, you can reconfigure your Document Management context app view through the upper right icon.

    For more information about working with widgets, see the user documentation.