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.