Configuring a Page

Configuring a Page

Newly created pages appear as tabs on the Carousel named "New (n)".

New pages contain no display controls.

>> To configure a page:

• Open the page configuration panel by clicking on the cog icon in the page's carousel tab.
• Enter a name for the page in the name field
• Select controls to add to the page from the drop down list
• Use the arrow icons to define the order in which controls appear on the page (top of the list = first on the page)
• Use the cross icon to delete unwanted page controls

The control types that can be added to a page are:

• Data Table
• Graph
• Summary Info
• Invoice Browser
• Account Information
• Document Browser
• Budget Tracking
• Documents
• Notes

Note: When a new control is added to a page it is given a generic name.
      Controls can be individually named using the control's configuration panel.

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