Dashboard

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Working in KnowledgeTree's Web Interface > Dashboard


The KnowledgeTree Dashboard is the 'Home Page' of your document management system. By default, KnowledgeTree opens at the Dashboard after you log in.

 

Note: Some items on the dashboard are only available in KnowledgeTree Commercial Editions.

 

KnowledgeTree Dashboard

 

 

Action

Search - Use the Search bar to perform simple or advanced searches of the repository. This document provides full instructions for using KnowledgeTree's search.

 

 

Dashlets

The dashboard contains a number of dashlets relevant to your login user profile, such as a list of any documents you have checked out, and other items requiring your attention.

 

 

Welcome ... A Welcome message for your organization's implementation of the document management system. The administrative user may customize this message or display the default text.

 

Go to Document ID - enter the Document ID in the dashlet to go directly to the document in KnowledgeTree. Commercial Editions Only

Note: If the document ID references an archived document, an onscreen form allows you to request

that the document is restored to KnowledgeTree's content repository from the archive.

 

Your Checked-out Documents - lists any documents you currently have checked out of KnowledgeTree. Commercial Editions Only

 

Quicklinks - displays predefined links to frequently accessed documents. Commercial Editions Only

 

Top Downloads - lists the 5 documents most downloaded from KnowledgeTree in your organization, over the past 7 days. Only documents for which you have at least the 'read' permission is included in the list. Commercial Editions Only

 

Recently Viewed Items - lists the documents and folders last viewed by you (the currently logged in user). Commercial Editions Only

 

Tag Cloud - displays tags defined by all KnowledgeTree users. Click on a tag to view a permissions-restricted list of content  associated with the selected tag. How can I add and use tags?

 

RSS Feeds - displays existing RSS feeds on external content (blogs, external websites, etc.) and on internal content. Click on the  link in the dashlet to add, edit, or remove RSS feeds. How do I add RSS feeds?

 

Orphaned Folders - lists folders that you need to be allowed to access, but not through browsing or navigating the folder structure, due to permission restrictions on your user profile at higher layers of the folder structure.  

 

My Dropped Documents - your personal workspace for use with KnowledgeTree Drop Box; lists the five most recent document uploaded through KnowledgeTree Drop Box. Click the link in the dashlet to view your Dropped Documents folder, where you can view all documents uploaded through KnowledgeTree Drop Box, and from where dropped documents may be moved or copied elsewhere in the system.

 

WebDAV Connection Information - displays instructions for connecting to your WebDAV server.

 

Recently Added/Changed Documents - displays a permissions-based list of last 5 documents added or modified by any KnowledgeTree user, but is restricted to those documents for which you have at least the 'read' permission.

 

Pending Documents - displays any documents requiring your attention in a workflow.

 

Notifications - displays a notice to inform you when actions have occurred on folders where you have subscriptions set up, and other system-generated notices.

 

 


© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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