Widget - Document Grid
Documents Widget provides users with access to relevant documents based on assigned queries, supporting efficient information management.
Business Value: Enhances document security, improves productivity, and ensures users see only the documents they need for their work.
Action: Administrators assign queries to control document visibility, helping teams collaborate and comply with policies.
Settings > Widgets & Home Pages > Widgets > Widget - Document Grid
The link will open the Widgets grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Widget click New 
, to edit an existing Widget click Edit 
. A pop up window will appear which will allow the creation or amendment of a Widget.
Select the Widget template : Documents Grid. Complete the fields and click Save 
. Click Configure Widget 
.
Grid Queries must be assigned to the Document Widget . To assign Queries click Assign 
, entities in the right hand assignment window are connected.
Additional Icons and Features
| Icon | Feature | Description |
|---|---|---|
|
Set Grid Columns | Set the Set Default Columns for the Document Widget |
Complete the fields and click Save and Close 
.