Widget - Document Grid

Users can be granted access to certain Documents via the Documents Widget using system queries to control which documents the User can view.

Settings > Widget Setup > Widgets

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 .