Homepage layout
Understanding the Cognidox Homepage Layout
Overview
The Cognidox homepage provides an intuitive interface with essential tools for document management and user interaction. This article explores the main features and layout elements to help users navigate efficiently.
Watch the video
Take a look at the video, then read through the main features of the Homepage below.
Key Features of the Homepage
- Actions Menu
- Located on the left side, clicking the button slides out the actions menu.
- Displays page-specific links based on user permissions and the current page.
- Company Logo
- Displays the Cognidox logo and possibly the user’s company logo.
- Clicking the logo returns to the homepage.
- Search Bar
- Clicking opens the search menu for document and content searches.
- A detailed overview of search functions is covered in a separate video.
- Help Icon
- Directs users to the online help section.
- May open a context-specific help page related to the user’s current screen.
- User Menu
- Displays the initials of the logged-in user.
- Clicking opens options such as:
- Managing on-screen windows (portlets).
- Accessing the personal briefcase.
- Navigating to the user page.
- Logging out of the system.
- Portlets (Dashboard Widgets)
- Activity & Tasks: Displays recently viewed documents and pending review tasks.
- Document Policy Reminders: Lists documents requiring user acknowledgment.
- Bookmark Categories: A Cognidox-specific bookmarking system for quick access to frequently used document categories.
- Category Structure
- Displays document categories, customized per company.
- Typically includes departments, product names, and projects.
- A separate video covers browsing and using the category structure.
- Cognidox Hint Portlet
- Provides tips and recommendations for improving workflow efficiency.
Conclusion
The Cognidox homepage is designed for easy navigation and efficiency, with customizable portlets, quick access to key tools, and a structured category system. Understanding its layout ensures a smoother user experience.