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Homepage

The Docwize homepage enables users to access different modules within the software. Depending on a user's security settings, some of the features may not be visible.

What you can do from the homepage

  • Open the main Docwize modules
  • Access notifications and user settings
  • Switch between databases, where permitted
  • Launch day-to-day work from a central starting point
Docwize HomepageDocwize Homepage

Docwize modules

FieldDescription
SearchSearch allows users to run their own Elastic full content searches.
DataviewsDataviews allows users to view documents and data in row form according to customizable grids.
DownloadsA user can access downloads and bundles in Downloads. All downloads are listed with a progress status.
Admin ConsoleAccess control and user permissions are managed in the Admin Console.
ExplorerExplorer enables users to access the documents stored in their Docwize database via folder view, tags, dataviews, or dynamic folders.
OliverOliver is Docwize’s AI assistant. Use Oliver to search for meaning in document content.
InboxThe Docwize Inbox records items sent by a user or received through workflows.
DashboardsDashboards provide visual displays of data from the database's documents.
NewThe New module enables users to access a variety of features, such as custom field templates, workflow templates, and records.

Left-hand side toolbar

The vertical toolbar on the left-hand side of the homepage includes shortcuts to all the modules as well as:

FieldDescription
The company logo is a drop-down menu that enables users to navigate between different databases a user has access to.
Enables a user to navigate back to the homepage.
Accesses the PDF Fusion Studio.
Accesses user notifications.
A status indicator of whether the user is active on the database.
Accesses user settings and log out.

Customizing the homepage

Using the Manage Homepage feature, users with Admin Console access can customize the homepage.

Options for customizing the display on a homepage include:

  • Change the layout of modules
  • Add images to the homepage
  • Add dataview grids