Skip to main content

Managing the Homepage

Overview

One of the features available via the Admin Console is the ability to manage, or customise, the homepage of the database. This enables users with Admin Console access to tailor the look of the database’s homepage, such as selecting its background image and determining the visual layout of available Docwize modules. It also allows users to select and display dataview(s) on the homepage.

Overview: 'Manage Homepage' Options

'Manage Homepage' icon

Clicking on the 'Manage Homepage' icon directs you the location where you can add apps, images and/or dataview.

FieldDescription
Bottom right: Add Section – Accesses the option to add apps, add image(s) and to dataview(s).
Bottom right: Save – Enables the saving of any changes made.

Regardless, of whether one is adding or customising the module layout, image(s) or dataview(s), the following options are available in the toolbar:

FieldDescription
Sends the content forward.
Pushes the content backward.
Deletes the added section.
Accesses the editing options.
Click and drag enables the user to move the section.
Bottom right corner: Enables the user to adjust the size of the section.

'Add Apps'

An Admin Console user can decide on the layout of the apps, or modules, displayed in the database. This is done via the ‘Add Apps’ option. When a user navigates to the 'Add Apps' section, and selects 'Edit', the following dialog appears:

'Modify Module Layout' dialog

FieldDescription
Layout TypeEnables choice between a grid or list layout of the Docwize modules.
Grid ColumnsIndicates how many columns in the grid format.
Grid RowsIndicates how many rows in the grid format.
Grid SpacingIndicates space between rows in the grid.
Panel WidthIndicates width of the panel.
Panel HeightIndicates height of the panel.
CloseCloses the editing module layout dialog.

How to Add and Modify the Module Layout

An Admin Console user can add and modify the layout of the Docwize modules on the homepage by following these steps:

StepDescription
1Navigate to the ‘Add Apps’ option.
2Click on the ‘Edit’ function.
3Modify the appearance of the layout, according to your preferences.
4Change the position of the apps, according to your preferences.
5Change the size of the section, according to your preferences.
6Change the layering (send it forward or back), according to your preferences.
7Press ‘Save’. Note: to view the changes made, first refresh the browser before navigating to your Homepage to view the change.

Here is an example of adding and customising the module layout:

Example: Adding and Customising Module Layout

'Add Image'

An Admin Console user can decide which image is displayed on the homepage. For example, a company may choose to add their logo and/or a background image. This is done via the ‘Add Image’ option. When a user navigates to the 'Add Image' section, and selects 'Edit', the following dialog appears:

'Edit Image' dialog

FieldDescription
Upload imageEnables a user to upload an image from their device.
StretchStretches, or lengthens, the image.
CropCrops, or reduces, the image.
CloseCloses the editing image dialog.

How to Add an Image

An Admin Console user can add and modify image(s) on the homepage by following these steps:

StepDescription
1Navigate to the ‘Add Image’ option.
2Click on the ‘Edit’ function.
3Click on ‘Upload Image’ and select your preferred image.
4Crop or stretch the image, according to your preferences.
5Change the position of the image, according to your preferences.
6Change the layering (send it forward or back), according to your preferences.
8Press ‘Save’. Note: to view the changes made, first refresh the browser before navigating to your Homepage to view the change.

Here is an example of adding and customising an image:

Example: Adding and Customising an Image

'Add Grid'

An Admin Console user can decide on whether to include a dataview from within the database on the homepage. This is done via the ‘Add Grid’ option. When a user navigates to the 'Add Grid' section, and selects 'Edit', the following dialog appears:

'Add Grid' dialog

How to Add a Grid

An Admin Console user can add and modify dataview(s) on the the homepage by following these steps:

StepDescription
1Navigate to the ‘Add Grid’ option.
2Click on the ‘Edit’ function.
3Select the desired dataview from the drop-down menu and close the dialog.
4Change the size of the section, according to your preferences.
5Change the position of the dataview, according to your preferences.
6Change the layering (send it forward or back), according to your preferences.
8Press ‘Save’. Note: to view the changes made, first refresh the browser before navigating to your Homepage to view the change.

Here is an example of adding and customising a dataview:

Example: Adding and Customising a Dataview