In the Document portal, the Categories tab organizes the documents into custom categories and the Favorites tab lists out all the documents marked favorite. The documents can be organized by their Name, Type (dashboard or report), Updated By (username), and Updated (last update date) using the Up and Down arrows.
See the following image where documents in the Document portal are arranged alphabetically.
You can edit the documents in Wyn Enterprise if you have the required permissions. You can also filter the documents by their types, edit document categories, and obtain additional information about the document.
You can modify a document multiple times in Wyn Enterprise if you have the required editing permissions. To edit a document, use the Edit this document button on the top-right corner of the Document portal or the More button next to the selected document as shown.
While editing the document, you can modify the content of the document, edit properties of the scenarios, modify layout and appearance, and so on. Make sure to save the changes made in the document else they won't be saved. You can also enter a comment before saving the document.
Filter the documents by their types - report or dashboard - to narrow down the search results. When you click the Filter button on the top-right corner of the Document portal and select Dashboard, a list of available dashboards is displayed.
The Document Categories are used to arrange the documents so that it is easy to find the documents. Generally, you assign a document category while saving the document. However, you can assign the document category after saving the document as well and can even change the document category for a saved document. To do this, either select the Edit Document Categories on the top-right corner of the Document portal or click the More button next to the selected document and select Categories from the list.
You may need information on a document related to scheduled tasks, task history, permissions, or details about revisions in the documents. To find these details about a document, use the Info button on the top-right corner of the Document portal. When you click the Info button, the tabs Info, Scheduled Tasks, History, and Revisions provide details about the selected document, as shown in the following image.
The tabs are described as follows:
Info: Lists the basic details about a document - the name, description, updated, updated by, created by, and created date. It also provides you the option to hide a document in the Document portal, edit the document categories, and modify the document permissions.
Tasks: Create a scheduled task for the document. You can choose to execute a schedule task as manual, one-time, or scheduled time, and send the results to a designated email address. For more information on scheduling tasks, visit the page Scheduled Tasks.
History: Provides the tasks history for a selected document, for example, details about the failed tasks, running tasks, canceled tasks, and completed tasks. It also shows the error details for the failed tasks.
Revisions: Provides the information about the recent revisions to a document and lets you examine the changes made in the document through comments. You can also revert back to a specific revision of the document to restore a previous version.