Configure the user experience

Configure the Quick Access Buttons

The next window will then open, asking you to customize your user experience.

You can skip the customization steps at any time by clicking on ” Come back later “.

Click on “ Customize ”
This interface allows you to customize your dashboard with quick access buttons to certain features.

For example, it can bea button to access certain types of tasks, or a search for specific content.

Click on ” Get Started »

To add a new access button, click on ” create a button “

The following interface will be displayed offering you a choice between the two options displayed :

To view tasks.
To search for content.

Creating a “To view tasks” quick access button

Click on the ” To view tasks “, then click on ” more »

Enter a ” label “ for your quick access button.

Example : ” Tasks Validated ”

Choose the color of your button and then click ” Continue”

A new interface appears that allows you to apply filters to tasks.

Click the

A window will appear with the different filters

Statutes

Choose the desired status(es): Validated, Denied, Overdue, Pending or Delegated

Icon

You can select All by clicking on the button on the right side of the interface

Task Type

Select the type of task by clicking in the

Workflow
Let be a task

To delete the task, simply tap the “X”

Initiator: it is the The person who filed the document.

Choose the initiator of the task, you can also make a multiple choice

Actor: person in charge of the task

Choose the actor of the task from the Open Open Bee™ Portal groups and users., you can also make a multiple choice

Date:

Set the dates

Due Date: The amount of time remaining before the task is overdue

Entry date: the date the task was assigned

Completion date: the date the task was committed

The following window appears with a summary that contains the filled job filters.

You have the option to change the filters by clicking on the ” Change Filters »

Finally, click on “ Create Button ”

The creation of your quick access button is now complete.
The next time you log in, you’ll be taken directly to your personalized dashboard with your quick access buttons.

Actions on Quick Access Buttons

Various actions can be performed on the buttons from the ” Dashboard » :

Click the to display the list of actions

	Skip to content : View and view content
	Edit button : You can change the button name, color, and filters
	Remove Button : This action allows you to delete the button permanently

Directly from the dashboard, you can add quick access buttons by clicking on “ Create a button “

Creating a “To Search for Content” Quick Access Button

Click on the ” to search for content “, then click on ” more »

Enter a ” label “ for your quick access button.

Example : ” Supplier invoices”

Choose the color of your button and then click ” Continue “
Click the

A window appears with the different filters:
Fill in the different fields displayed in the interface

Content : Enter the document name, description, and document content
Ranking Rule: Select the ranking rule
Format : select the document extension “images, PDF, Office, Audio, Video or Other, You have the option to select all formats
Creator : Click to add the creator of the document, you can make a multiple choice
Creation Date: Set the date of document creation
Date modified : Enter the date modified

To finish Click on the button ” Validating the criteria “

The following window appears with a summary that contains the recent search filters.

You have the option to change the filters by clicking on the ” Edit Criteria »

To finish Click on ” Create Button »

The creation of your quick access button is now complete.

The next time you log in, you’ll be taken directly to your personalized dashboard with your quick access buttons.

Recent Research

From this interface, you can set the number of recent searches to be displayed in the history by clicking on the to add and the to reduce the number of searches.

Recent documents

Click the continue button to proceed to the following settings: ” Recent documents»

On this interface, you can set the number of recent documents to be displayed in the history by clicking on the to add and the to reduce the number of searches.