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NOTE: Site Configuration is maintained by site Administrators. If you do not have administrative permissions, you will not see the Main Navigation option for Site Configuration.

The Site Configuration Home page displays various types of information about your custom cloud-based portal. The Three main sections displayed are Document Management, Site Data, and Backend Processes.

Left Navigation Menu

The Left Navigation Menu consists of three sections:

  1. Configuration Home
    • Clicking on this will bring you back to the Site Configuration Home page
  2. Documents
    • Custom FieldsCustom Fields are like indexes; they store data about an entity or document such as: First Name, Last Name, SSN, Document Name, Received Date, etc.
      • There can be an infinite amount of Custom Fields created.
      • Custom Fields are added to Entity Types and/or Document Types after they are created
      See more about Creating Custom Fields.
    • Entity Types – an Entity Type is an abstract classification object that can be used to categorize data. Entity Types can be anything, except Document Types. Examples of Entity Types are: Hospital, Patient, Doctor, etc.
      See more about Creating Entity Types.
    • Document Types – a Document Type is a document classification that can be used to categorize Documents. Document Types have structured meta-data associated with them, as well as a file that has either been scanned in or uploaded. Examples of Document Types are Prescription, Patient Test Result, and Medical History Report.
      See more about Creating Document Types.
    • Relationship TypesRelationships allow multiple Documents and Entities to be associated with each other for easier searches of information.
      • Example 1: An Entity Type (Doctor) can have a relationship with multiple Entity Types (Patients). Relationships are created so that when a search is done for a particular Doctor, his Patients are listed (as “children” of that Entity).
      • Example 2: An Entity Type (Patient) can have a relationship with multiple Document Types (medical record forms); a relationship is created between those Documents and the Entity (Patient) so that a search for a Patient also returns its associated medical records.
      See more about Relationship Types.
    • Folders – You can create Folders to allow for data to be stored and easily managed.
      See more about Creating Folders.
  3. Site Management
    • Search Results – This allows you to change the display of the Custom Fields in a Search Results list.
      See more about Displayed Search Results
    • Dashboard – Dashboards are visual representations of your data and documents. Once created, they are displayed on your Home page when you first login or click "Home" from the Main Navigation.
      See more about Creating Dashboards.
    • Workflows - Here you can create new workflows or edit/delete existing ones. Workflows refer to one or more tasks built around an entity or document using rules and deadlines.
      See more about Creating Workflows.
    • Links – Links allow quick navigation to external sites and once added, are displayed on the Home page.
      See more about Links.
    • Site Message – Site messages are a good way to communicate with your team. The messages are viewed on the Home page once a user logs in.
      See more about Site Messages.
    • Watermarking – Watermarking only applies to documents that are to be exported or printed.
      See more about Watermarking.

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