- Favorite Items and Favorite Workspaces
- Custom Sections
- Organizing Your Home Page
- Delegate Home Page Access
The Home Page is a landing place where you can place links to frequently used documents and items.
There are two default sections on a Home Page: Favorite Items and Favorite Workspaces (if your cabinet uses workspaces).
Favorite Items and Favorite Workspaces
You can add items to the Home Page by clicking the open star icon () next to the document/item name. This action will fill the star (). A filled star indicates that a link to the document or item has been placed on your Home Page.
When you favorite an item, it is placed at the top of the Favorite Items or Favorite Workspaces section.
You can create custom sections on your Home Page to further organize your favorite items. Select the drop-down icon next to Home and choose Edit Layout:
This will display the Edit Home page:
As noted, the Favorite Items and Favorite Workspaces sections are created automatically.
To create a custom section for your favorites, enter a new section name in the box at the bottom of the page, and select Add:
This action will create a new section. You can drag the sections to any columns and place them above or below existing sections within a column.
Select Save Changes to return to the Home Page.
Organizing Your Home Page
Items can be dragged within sections and between sections on the Home Page.
To move an item within a section, drag the item up or down within the section and drop it in the desired location.
To move an item to a different section, drag the item to the new section and drop it in the desired location.
Items in custom sections can be alphabetized by clicking on the section name (each click changes to ascending or descending order).
Removing a Document, Folder, or Saved Search Shortcuts from Your Home Page
To remove an item from your Home Page, click the filled star next to the document/item which will clear the star (). This can be done from the item's location or the Home Page. When you unfavorite the item while on the Home Page, it remains available until you refresh the page or navigate to another page.
When you hover over an item, a menu icon () appears to the right of the name. Select the icon to view the options available for that item.
You can also right-click the star icon on any page and the Add to a Home Page window appears, where you can specify the location.
Delegate Home Page Access
With this feature, you can delegate access to your Home Page to another user, or someone else can give you access to their Home Page.
To delegate access:
- On the Home page, select the Home dropdown menu and then choose Grant Access to your Home Page.
- In the dialog, use the search box to find the user and grant access to your Home Page.
NOTE: You can use filtering to narrow the search to internal or external users.
- Select Update.
By default, the user will have V rights, which means that the user can only view your Home Page.
To grant the user view and edit rights, select a checkbox next to a user name, select Rights, and choose the VE option from the dropdown list.
You can also apply rights on the dropdown menu:
With the VE rights, on another user's Home Page, you can:
- move items within a section or to a different section
- select or clear the star next to the document or item
- edit, delete, and add section by selecting the Edit Layout option
To go to another Home Page, select the Home dropdown menu and then choose Switch to another Home Page.
Then, you will see another user's Home Page:
To return to your Home Page, select Return in the upper-right corner.
Add Items to Another User's Home Page
This feature allows you to add new items to an owner's Home Page if that user has delegated access to you.
NOTE: This feature is only available in beta until June 10th.
To add new items:
- Right-click the star icon and select the Shared home page option.
- Select one or more sections on another user's Home Page where you want to add that item.
- Select Add.
Now, when you switch to the owner's Home Page, you can see the added item.