The Document Portal helps you manage the documents - Dashboards and Reports.
Here is a video walkthrough of the Wyn Document Portal.
You can perform the following actions on a document. You can find the corresponding buttons near each document in the list or in the right corner on top of the view.
Note: It supports pagination for the documents list. Documents are listed page-wise, so it helps in terms of overall navigation and the process of listing the documents is also faster. You can specify the number of documents to be displayed per page from the drop-down list. Like here, we have selected 20 documents per page. If you want to go to a particular page, you can enter the page number in Go to and press Enter or click the page number, or you can use the Next Page/Previous Page arrows. This feature is available from Wyn 6.1 onwards.
Note : You cannot restore a document once it is deleted if recycle bin feature is not enabled.
In the Document Portal, you can also create a new report or dashboard by using the corresponding commands.
Once a new document is created and saved, it is displayed in the Categories view under 'No Category'.