Files Panel

The Files panel allows you to provide files quickly and easily to your users. This can be used to show example guidance documents or other important information, to allow for quick and easy access to any relevant information and to aggregate information from multiple sites into one panel on your dashboard.
As of our June 2023 release, we have introduced the ability for administrators to get access to a list of documents and files quickly through a panel. Click
Files
:
The
Add panel - Files
screen opens:
  • Panel title
    - Enter the title of the panel. You can hide the title by selecting the
    Hide title
    checkbox
  • Site
    - Select the site you want to pull the files through from
  • Folder
    - Select the folder within the site that your files are located in
  • Author
    - You can search for a specific author you want to display files from
  • Tags
    - Here you can tag your files
  • Period
    - You can select a timeframe of
    All
    ,
    Last week
    or
    Last month
    to decide how recent the files are that are displayed
  • Order by
    - You can order your files by either
    Recently updated
    or
    Alphabetical
  • Display
    - This section lets you choose which bits of information about a user you want to display within the panel. Select each checkbox for the piece of information you want to display. If you select a checkbox, but a user does not have that information in their profile, nothing is shown. Please note that
    eSignature
    status is greyed out until
    File status
    is selected, as these two are linked
  • Items per page
    - Enter how many contacts you want to display per page
  • Display in
    - Select whether you want to display the panel on all devices, or just desktop/tablet
You can also display a link which takes the user to all available files. To enable this, select the
Show view all files link
check box. Enter a name for your link in the available text box:
Click
Add
once you have added all of the relevant details. The new panel is displayed in your dashboard, containing the files you want to give easy access to, with a link to the additional files, if provided.