Homepage
The Docwize homepage enables you to access different modules within the software. It is the first screen you see after signing in, and the place to start your day-to-day work. Depending on your security settings, some of the modules may not be visible.
What you can do from the homepage
- Open the main Docwize modules from their tiles
- Return to the homepage from anywhere with Home
- Launch day-to-day work from a central starting point
The sidebar on the left of the screen is available on every page, not just the homepage. It is described in Getting Around Docwize.
Docwize modules
Each tile on the homepage opens one module. Select a tile to open the module in the main part of the screen; the sidebar stays on the left so you can move to another module, or select Home to come back to the homepage.
Module tiles on the homepage| Module | Description |
|---|---|
| Inbox | The Docwize Inbox records items you send, or receive through workflows. |
| Workflows | The earlier version of the Inbox. When Use Inbox V2 is turned on in your Settings, this tile opens the Inbox instead. |
| Search | Search allows you to run your own Elastic full content searches. |
| Explorer | Explorer enables you to access the documents stored in your Docwize database via folder view, tags, dataviews, or dynamic folders. |
| New | The New module enables you to access a variety of features, such as custom field templates, workflow templates, and records. |
| Oliver | Oliver is Docwize’s AI assistant. Use Oliver to search for meaning in document content. |
| Downloads | You can access downloads and bundles in Downloads. All downloads are listed with a progress status. |
| Admin Console | Access control and user permissions are managed in the Admin Console. |
Note that the tiles you see depend on your organisation's licence and your permissions, so your homepage may show fewer or different modules.
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