Home Screen

The following article shows you the Home Screen Module and explains how it works.

The Home Screen module offers every user the option of setting up their own quick access to selected filters in the project room or external URLs. The documents and links that are most important to you can thus be summarized quickly and clearly in one place.

 

After logging in and, if necessary, selecting your project room, the home screen can be selected on the left side under System Module. There are empty boxes available to create project-relevant links for your account.
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Add Filter

To link one of these boxes to a filter from your project room, select the Create Shortcut button in the top right.

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A new window will now open, there click on Document filter.
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You can then select the desired Document block, Document type and navigate to the desired sub-filter.

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If you selected a wrong document Block, you can go back one step by selecting the Document Block button. And the same process if you were to select an incorrect Document Type. 

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Once you have gone through each step and selected an end filter, you will then receive a notification that the Shortcut has been successfully created and can now view it on the home screen.
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Note

Have you already opened the relevant filter that you want to add to your home screen? Then you can just click the gear icon in the top right and select Pin to Home.
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Info

You can also use the filter on your home screen to upload a new document to the corresponding filter.
To do this, click on the dot menu at the top right of the tile and select Create new document. A new window for the document upload of the selected document type will now open.
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Add external URL

As in the previous step, select the Create Shortcut button in the top right corner, in the next window select External URL.

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Now enter the external URL and a title for the box and select Save.
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A notification also appears here and the new box is immediately available on your home screen.
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Delete a Box

Move the mouse over the box to be deleted. Click on the menu at the top right of the box and select Delete. 

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Deleted filters

If a box appears red on your home screen, this filter is no longer available and may have been deleted.

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You can delete this box from your home screen as described in the previous step.

Set Home Screen as Start page

So you can always start on the home screen when you open your project room, you can set this as the start page. To do this, open your Home view and click on the settings icon in the top right-hand corner. From there, select Set Home as as start page.

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If you no longer wish to set Home as your start page, you can deselect it again in the same way. To do this, click the settings icon again. From there, select Set documents as start page.
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Screenshots are an example. The interface of your platform may look different, but the processes remain the same.

Some of the functions shown may differ slightly depending on the release version of your project room.

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