Personalising the Homepage
How to customise the Cognidox Homepage to suit your requirements
Cognidox offers various customization options to tailor the user experience based on individual preferences. This article explains how to adjust portlets, manage display settings, and modify user preferences for a more efficient workflow.
Watch the video
Check out the video, then read through the summary below.
Customizing the Homepage Layout
- Portlets (Panels) Management
- Portlets can be moved and arranged to suit your needs.
- Users can minimize portlets to create more screen space.
- Displaying Relevant Information
- If you don't use certain portlets (e.g., Extranet Categories for users without external publishing rights), you can hide them.
- Prioritize essential portlets, such as “Documents Sent for Approval” or “Documents Sent for Review,” by moving them on the Homepage.
User Details page
- The User Details page provides a record of user interactions within Cognidox.
- It acts as a quick reference to locate previously accessed documents or system actions.
Adjusting User Preferences
- At the bottom of the User Details page, several settings allow users to configure how Cognidox behaves.
- These settings help personalize the interface and functionality based on workflow requirements.
- Detailed explanations of these options are available in the online help.
Conclusion
By customizing portlets, managing user pages, and adjusting preferences, Cognidox users can enhance their experience and optimize workflow efficiency.
Further information
See the following online help topics:
Other knowledge base articles: